Inverse Government Long Fund Manager Performance Evaluation
| RYJCX Fund | USD 159.16 1.62 1.03% |
The fund retains a Market Volatility (i.e., Beta) of 0.12, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Inverse Government's returns are expected to increase less than the market. However, during the bear market, the loss of holding Inverse Government is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Inverse Government Long are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Inverse Government may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 19th of August 2022 | |
| Expense Ratio | 5.7100 |
Inverse |
Inverse Government Relative Risk vs. Return Landscape
If you would invest 14,579 in Inverse Government Long on September 13, 2024 and sell it today you would earn a total of 1,337 from holding Inverse Government Long or generate 9.17% return on investment over 90 days. Inverse Government Long is currently producing 0.1429% returns and takes up 0.849% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Inverse, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Inverse Government Current Valuation
Overvalued
Today
Please note that Inverse Government's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Inverse Government Long retains a regular Real Value of $146.43 per share. The prevalent price of the fund is $159.16. We determine the value of Inverse Government Long from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Inverse Government is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Inverse Mutual Fund. However, Inverse Government's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 159.16 | Real 146.43 | Hype 159.16 | Naive 158.55 |
The intrinsic value of Inverse Government's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Inverse Government's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Inverse Government Long helps investors to forecast how Inverse mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Inverse Government more accurately as focusing exclusively on Inverse Government's fundamentals will not take into account other important factors: Inverse Government Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Inverse Government's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Inverse Government Long, and traders can use it to determine the average amount a Inverse Government's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1683
| Best Portfolio | Best Equity | |||
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| Cash | RYJCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Inverse Government is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Inverse Government by adding it to a well-diversified portfolio.
Inverse Government Fundamentals Growth
Inverse Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Inverse Government, and Inverse Government fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Inverse Mutual Fund performance.
| Total Asset | 770 K | ||||
About Inverse Government Performance
Evaluating Inverse Government's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Inverse Government has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Inverse Government has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund employs as its investment strategy a program of engaging in short sales and investing to a significant extent in derivative instruments. It will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform opposite to fixed income securities issued by the U.S. government.Things to note about Inverse Government Long performance evaluation
Checking the ongoing alerts about Inverse Government for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Inverse Government Long help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated-11.0 ten year return of -11.0% | |
| Inverse Government Long maintains about 66.63% of its assets in cash |
- Analyzing Inverse Government's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Inverse Government's stock is overvalued or undervalued compared to its peers.
- Examining Inverse Government's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Inverse Government's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Inverse Government's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Inverse Government's mutual fund. These opinions can provide insight into Inverse Government's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Inverse Mutual Fund
Inverse Government financial ratios help investors to determine whether Inverse Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Inverse with respect to the benefits of owning Inverse Government security.
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