Usaa Nasdaq 100 Fund Manager Performance Evaluation
| UINQX Fund | USD 52.96 0.23 0.44% |
The entity has a beta of 0.34, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Usaa Nasdaq's returns are expected to increase less than the market. However, during the bear market, the loss of holding Usaa Nasdaq is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Usaa Nasdaq 100 are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Usaa Nasdaq is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreUsaa |
Usaa Nasdaq Relative Risk vs. Return Landscape
If you would invest 5,014 in Usaa Nasdaq 100 on November 1, 2024 and sell it today you would earn a total of 259.00 from holding Usaa Nasdaq 100 or generate 5.17% return on investment over 90 days. Usaa Nasdaq 100 is currently producing 0.0925% returns and takes up 1.1994% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Usaa, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Usaa Nasdaq Current Valuation
Fairly Valued
Today
Please note that Usaa Nasdaq's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Usaa Nasdaq 100 has a current Real Value of $52.58 per share. The regular price of the fund is $52.96. We determine the value of Usaa Nasdaq 100 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 Usaa Nasdaq is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Usaa Mutual Fund. However, Usaa Nasdaq'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 52.96 | Real 52.58 | Hype 52.73 | Naive 53.87 |
The intrinsic value of Usaa Nasdaq'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 Usaa Nasdaq'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 Usaa Nasdaq 100 helps investors to forecast how Usaa 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 Usaa Nasdaq more accurately as focusing exclusively on Usaa Nasdaq's fundamentals will not take into account other important factors: Usaa Nasdaq Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Usaa Nasdaq's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Usaa Nasdaq 100, and traders can use it to determine the average amount a Usaa Nasdaq'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 = 0.0771
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| Cash | UINQX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Usaa Nasdaq is performing at about 6% 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 Usaa Nasdaq by adding it to a well-diversified portfolio.
Usaa Nasdaq Fundamentals Growth
Usaa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Usaa Nasdaq, and Usaa Nasdaq 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 Usaa Mutual Fund performance.
| Total Asset | 4.58 B | ||||
About Usaa Nasdaq Performance
Evaluating Usaa Nasdaq's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Usaa Nasdaq 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 Usaa Nasdaq 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 funds principal investment strategy is, under normal market conditions, to invest at least 80 percent of the funds assets in the common stocks of companies composing the Nasdaq-100 Index. The Nasdaq-100 Index composed of 100 of the largest nonfinancial domestic and international companies listed on The Nasdaq Stock Market based on market capitalization. The fund is non-diversified.Things to note about Usaa Nasdaq 100 performance evaluation
Checking the ongoing alerts about Usaa Nasdaq for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Usaa Nasdaq 100 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 99.89% of its net assets in stocks |
- Analyzing Usaa Nasdaq'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 Usaa Nasdaq's stock is overvalued or undervalued compared to its peers.
- Examining Usaa Nasdaq'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 Usaa Nasdaq's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Usaa Nasdaq's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Usaa Nasdaq's mutual fund. These opinions can provide insight into Usaa Nasdaq's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Usaa Mutual Fund
Usaa Nasdaq financial ratios help investors to determine whether Usaa 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 Usaa with respect to the benefits of owning Usaa Nasdaq security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |