Boulder Growth Income Fund Manager Performance Evaluation
| XBIFX Fund | USD 16.67 0.13 0.79% |
The fund shows a Beta (market volatility) of -0.0518, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Boulder Growth are expected to decrease at a much lower rate. During the bear market, Boulder Growth is likely to outperform the market.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Boulder Growth Income are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Boulder Growth may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 1.1600 |
Boulder |
Boulder Growth Relative Risk vs. Return Landscape
If you would invest 1,523 in Boulder Growth Income on September 12, 2024 and sell it today you would earn a total of 144.00 from holding Boulder Growth Income or generate 9.46% return on investment over 90 days. Boulder Growth Income is currently producing 0.1486% returns and takes up 0.757% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Boulder, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Boulder Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Boulder Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Boulder Growth Income, and traders can use it to determine the average amount a Boulder Growth'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 = 0.1963
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | XBIFX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Boulder Growth is performing at about 15% 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 Boulder Growth by adding it to a well-diversified portfolio.
Boulder Growth Fundamentals Growth
Boulder Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Boulder Growth, and Boulder Growth 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 Boulder Mutual Fund performance.
About Boulder Growth Performance
Evaluating Boulder Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Boulder Growth 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 Boulder Growth 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.
Boulder Growth is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Boulder Growth Income performance evaluation
Checking the ongoing alerts about Boulder Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Boulder Growth Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Boulder Growth's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Boulder Growth's mutual fund performance include:- Analyzing Boulder Growth'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 Boulder Growth's stock is overvalued or undervalued compared to its peers.
- Examining Boulder Growth'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 Boulder Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Boulder Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Boulder Growth's mutual fund. These opinions can provide insight into Boulder Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Boulder Mutual Fund
Boulder Growth financial ratios help investors to determine whether Boulder 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 Boulder with respect to the benefits of owning Boulder Growth security.
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