Rbc Microcap Value Fund Manager Performance Evaluation
| TMVAX Fund | USD 31.29 0.60 1.96% |
The fund holds a Beta of 1.29, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Rbc Microcap will likely underperform.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Rbc Microcap Value are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Rbc Microcap may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 8th of February 2023 | |
| Expense Ratio | 1.3400 |
Rbc |
Rbc Microcap Relative Risk vs. Return Landscape
If you would invest 2,837 in Rbc Microcap Value on August 27, 2024 and sell it today you would earn a total of 292.00 from holding Rbc Microcap Value or generate 10.29% return on investment over 90 days. Rbc Microcap Value is currently producing 0.1618% returns and takes up 1.3314% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Rbc, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rbc Microcap Current Valuation
Undervalued
Today
Please note that Rbc Microcap's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Rbc Microcap Value holds a recent Real Value of $34.26 per share. The prevailing price of the fund is $31.29. We determine the value of Rbc Microcap Value from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Rbc Microcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rbc Mutual Fund. However, Rbc Microcap'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 31.29 | Real 34.26 | Hype 31.29 | Naive 30.58 |
The intrinsic value of Rbc Microcap'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 Rbc Microcap'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 Rbc Microcap Value helps investors to forecast how Rbc 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 Rbc Microcap more accurately as focusing exclusively on Rbc Microcap's fundamentals will not take into account other important factors: Rbc Microcap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbc Microcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rbc Microcap Value, and traders can use it to determine the average amount a Rbc Microcap'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 = 0.1215
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | TMVAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.33 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Rbc Microcap is performing at about 9% 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 Rbc Microcap by adding it to a well-diversified portfolio.
Rbc Microcap Fundamentals Growth
Rbc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rbc Microcap, and Rbc Microcap 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 Rbc Mutual Fund performance.
| Price To Earning | 15.65 X | ||||
| Price To Book | 1.31 X | ||||
| Price To Sales | 0.63 X | ||||
| Total Asset | 2.54 M | ||||
About Rbc Microcap Performance
Evaluating Rbc Microcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rbc Microcap 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 Rbc Microcap 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 normally invests at least 80 percent of its assets in microcap value stocks. It buys microcap value stocks using a quantitative model. The managers define microcap stocks as stocks of companies that have market capitalization at the time of the funds initial purchase of between 20 million and the market capitalization that marks the point between the 8th and 9th deciles of New York Stock Exchange listed stocks. The adviser defines value stocks primarily as those with low price-to-book characteristics.Things to note about Rbc Microcap Value performance evaluation
Checking the ongoing alerts about Rbc Microcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rbc Microcap Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Rbc Microcap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Rbc Microcap's mutual fund performance include:- Analyzing Rbc Microcap'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 Rbc Microcap's stock is overvalued or undervalued compared to its peers.
- Examining Rbc Microcap'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 Rbc Microcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbc Microcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbc Microcap's mutual fund. These opinions can provide insight into Rbc Microcap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rbc Mutual Fund
Rbc Microcap financial ratios help investors to determine whether Rbc 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 Rbc with respect to the benefits of owning Rbc Microcap security.
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