Vulcan Value Partners Fund Manager Performance Evaluation
| VVPLX Fund | USD 26.48 0.36 1.38% |
The entity has a beta of 1.06, which indicates a somewhat significant risk relative to the market. Vulcan Value returns are very sensitive to returns on the market. As the market goes up or down, Vulcan Value is expected to follow.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Vulcan Value Partners are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Vulcan Value is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of August 2022 | |
| Expense Ratio | 1.1000 |
Vulcan |
Vulcan Value Relative Risk vs. Return Landscape
If you would invest 2,625 in Vulcan Value Partners on November 11, 2025 and sell it today you would earn a total of 23.00 from holding Vulcan Value Partners or generate 0.88% return on investment over 90 days. Vulcan Value Partners is currently producing 0.0215% returns and takes up 1.2118% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Vulcan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vulcan Value Current Valuation
Fairly Valued
Today
Please note that Vulcan Value's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vulcan Value Partners has a current Real Value of $26.58 per share. The regular price of the fund is $26.48. We determine the value of Vulcan Value Partners 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 Vulcan Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vulcan Mutual Fund. However, Vulcan Value'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 26.48 | Real 26.58 | Hype 26.48 |
The intrinsic value of Vulcan Value'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 Vulcan Value'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 Vulcan Value Partners helps investors to forecast how Vulcan 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 Vulcan Value more accurately as focusing exclusively on Vulcan Value's fundamentals will not take into account other important factors: Vulcan Value Target Price Odds to finish over Current Price
The tendency of Vulcan 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 |
| 26.48 | 90 days | 26.48 | about 74.85 |
Based on a normal probability distribution, the odds of Vulcan Value to move above the current price in 90 days from now is about 74.85 (This Vulcan Value Partners probability density function shows the probability of Vulcan Mutual Fund to fall within a particular range of prices over 90 days) .
Vulcan Value Price Density |
| Price |
Predictive Modules for Vulcan Value
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Vulcan Value Partners. 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.Vulcan Value Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Vulcan Value is not an exception. The market had few large corrections towards the Vulcan Value'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 Vulcan Value Partners, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Vulcan Value within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.08 | |
β | Beta against Dow Jones | 1.06 | |
σ | Overall volatility | 1.12 | |
Ir | Information ratio | -0.07 |
Vulcan Value 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 Vulcan Value for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Vulcan Value Partners can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps 98.83% of its net assets in stocks |
Vulcan Value Fundamentals Growth
Vulcan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vulcan Value, and Vulcan Value 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 Vulcan Mutual Fund performance.
| Price To Earning | 15.68 X | ||||
| Price To Book | 1.88 X | ||||
| Price To Sales | 0.98 X | ||||
| Total Asset | 244.83 M | ||||
About Vulcan Value Performance
Evaluating Vulcan Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vulcan Value 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 Vulcan Value 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 long-term capital appreciation by purchasing securities primarily in publicly traded small-cap and large-cap companies that Vulcan Value Partners, LLC , the funds investment adviser, believes to be both undervalued and possessing a quality that gives a company a non-temporary advantage over their peers . It is non-diversified.Things to note about Vulcan Value Partners performance evaluation
Checking the ongoing alerts about Vulcan Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vulcan Value Partners 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 98.83% of its net assets in stocks |
- Analyzing Vulcan Value'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 Vulcan Value's stock is overvalued or undervalued compared to its peers.
- Examining Vulcan Value'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 Vulcan Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vulcan Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vulcan Value's mutual fund. These opinions can provide insight into Vulcan Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vulcan Mutual Fund
Vulcan Value financial ratios help investors to determine whether Vulcan 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 Vulcan with respect to the benefits of owning Vulcan Value security.
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