Blue Chip Growth Fund Manager Performance Evaluation
| VCBCX Fund | USD 21.56 0.15 0.70% |
The fund shows a Beta (market volatility) of 0.83, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Blue Chip's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blue Chip is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Blue Chip Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Blue Chip is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreBlue |
Blue Chip Relative Risk vs. Return Landscape
If you would invest 2,223 in Blue Chip Growth on October 29, 2025 and sell it today you would lose (82.00) from holding Blue Chip Growth or give up 3.69% of portfolio value over 90 days. Blue Chip Growth is currently producing negative expected returns and takes up 0.9668% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Blue, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blue Chip Current Valuation
Fairly Valued
Today
Please note that Blue Chip's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blue Chip Growth shows a prevailing Real Value of $21.41 per share. The current price of the fund is $21.56. We determine the value of Blue Chip Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Blue Chip is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blue Mutual Fund. However, Blue Chip'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 21.56 | Real 21.41 | Hype 21.41 | Naive 21.3 |
The intrinsic value of Blue Chip'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 Blue Chip'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 Blue Chip Growth helps investors to forecast how Blue 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 Blue Chip more accurately as focusing exclusively on Blue Chip's fundamentals will not take into account other important factors: Blue Chip Target Price Odds to finish over Current Price
The tendency of Blue Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 21.56 | 90 days | 21.56 | about 43.98 |
Based on a normal probability distribution, the odds of Blue Chip to move above the current price in 90 days from now is about 43.98 (This Blue Chip Growth probability density function shows the probability of Blue Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Blue Chip has a beta of 0.83. This entails as returns on the market go up, Blue Chip average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Blue Chip Growth will be expected to be much smaller as well. Additionally Blue Chip Growth has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Blue Chip Price Density |
| Price |
Predictive Modules for Blue Chip
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Blue Chip Growth. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Blue Chip's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Blue Chip Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Blue Chip is not an exception. The market had few large corrections towards the Blue Chip's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Blue Chip Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Blue Chip within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.06 | |
β | Beta against Dow Jones | 0.83 | |
σ | Overall volatility | 0.33 | |
Ir | Information ratio | -0.07 |
Blue Chip Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Blue Chip for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Blue Chip Growth can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Blue Chip Growth generated a negative expected return over the last 90 days | |
| The fund keeps 99.04% of its net assets in stocks |
Blue Chip Fundamentals Growth
Blue Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blue Chip, and Blue Chip 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 Blue Mutual Fund performance.
| Price To Earning | 24.91 X | |||
| Price To Book | 4.03 X | |||
| Price To Sales | 2.66 X | |||
| Total Asset | 1.03 B | |||
About Blue Chip Performance
Evaluating Blue Chip's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blue Chip 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 Blue Chip 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 will invest primarily in equity securities of issuers included in the Russell 1000 Growth Index at the time of purchase. The index is comprised of U.S. large- and mid-cap companies that exhibit certain growth characteristics, as defined by the index provider. The equity securities in which it invests include common stock, preferred stock, convertible securities, rights, and warrants. The funds subadvisers manages a portion of its assets using different investment strategies and techniques. The fund is non-diversified.Things to note about Blue Chip Growth performance evaluation
Checking the ongoing alerts about Blue Chip for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blue Chip Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Blue Chip Growth generated a negative expected return over the last 90 days | |
| The fund keeps 99.04% of its net assets in stocks |
- Analyzing Blue Chip'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 Blue Chip's stock is overvalued or undervalued compared to its peers.
- Examining Blue Chip'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 Blue Chip's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blue Chip's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blue Chip's mutual fund. These opinions can provide insight into Blue Chip's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blue Mutual Fund
Blue Chip financial ratios help investors to determine whether Blue 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 Blue with respect to the benefits of owning Blue Chip security.
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