Undiscovered Managers Behavioral Fund Manager Performance Evaluation
| UBVCX Fund | USD 62.02 1.54 2.42% |
The entity has a beta of 1.06, which indicates a somewhat significant risk relative to the market. Undiscovered Managers returns are very sensitive to returns on the market. As the market goes up or down, Undiscovered Managers is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Undiscovered Managers Behavioral has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in May 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 1st of November 2022 |
Undiscovered |
Undiscovered Managers Relative Risk vs. Return Landscape
If you would invest 7,288 in Undiscovered Managers Behavioral on January 9, 2025 and sell it today you would lose (1,086) from holding Undiscovered Managers Behavioral or give up 14.9% of portfolio value over 90 days. Undiscovered Managers Behavioral is currently producing negative expected returns and takes up 1.4519% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Undiscovered, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Undiscovered Managers Current Valuation
Undervalued
Today
Please note that Undiscovered Managers' price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Undiscovered Managers has a current Real Value of $64.01 per share. The regular price of the fund is $62.02. We determine the value of Undiscovered Managers from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Undiscovered Managers is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Undiscovered Mutual Fund. However, Undiscovered Managers' 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 62.02 | Real 64.01 | Hype 62.02 | Naive 57.63 |
The intrinsic value of Undiscovered Managers' 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 Undiscovered Managers' 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 Undiscovered Managers Behavioral helps investors to forecast how Undiscovered 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 Undiscovered Managers more accurately as focusing exclusively on Undiscovered Managers' fundamentals will not take into account other important factors: Undiscovered Managers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Undiscovered Managers' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Undiscovered Managers Behavioral, and traders can use it to determine the average amount a Undiscovered Managers' 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 = -0.1717
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UBVCX |
Estimated Market Risk
| 1.45 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.25 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Undiscovered Managers is not performing at its full potential. However, 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 Undiscovered Managers by adding Undiscovered Managers to a well-diversified portfolio.
Undiscovered Managers Fundamentals Growth
Undiscovered Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Undiscovered Managers, and Undiscovered Managers 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 Undiscovered Mutual Fund performance.
| Price To Earning | 18.72 X | ||||
| Price To Book | 1.83 X | ||||
| Price To Sales | 1.20 X | ||||
| Total Asset | 45.21 M | ||||
About Undiscovered Managers Performance
Evaluating Undiscovered Managers' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Undiscovered Managers 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 Undiscovered Managers 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 seeks to achieve its objective by investing in common stocks of U.S. companies that the funds sub-adviser believes have value characteristics. Such common stocks include, but are not limited to, stocks of small capitalization companies, similar to those that are included in the Russell 2000 Value Index. In selecting stocks for the fund, the sub-adviser applies principles based on behavioral finance.Things to note about Undiscovered Managers performance evaluation
Checking the ongoing alerts about Undiscovered Managers for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Undiscovered Managers help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Undiscovered Managers generated a negative expected return over the last 90 days | |
| The fund keeps about 9.24% of its net assets in cash |
- Analyzing Undiscovered Managers' 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 Undiscovered Managers' stock is overvalued or undervalued compared to its peers.
- Examining Undiscovered Managers' 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 Undiscovered Managers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Undiscovered Managers' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Undiscovered Managers' mutual fund. These opinions can provide insight into Undiscovered Managers' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Undiscovered Mutual Fund
Undiscovered Managers financial ratios help investors to determine whether Undiscovered 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 Undiscovered with respect to the benefits of owning Undiscovered Managers security.
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