Blackrock Health Sciences Fund Manager Performance Evaluation
| XBMZX Fund | USD 16.26 0.16 0.99% |
The fund shows a Beta (market volatility) of 0.42, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Blackrock Health's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackrock Health is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Blackrock Health Sciences has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 0.0000 |
Blackrock |
Blackrock Health Relative Risk vs. Return Landscape
If you would invest 1,752 in Blackrock Health Sciences on December 3, 2024 and sell it today you would lose (126.00) from holding Blackrock Health Sciences or give up 7.19% of portfolio value over 90 days. Blackrock Health Sciences is currently producing negative expected returns and takes up 0.8469% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Blackrock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blackrock Health Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Health's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Health Sciences, and traders can use it to determine the average amount a Blackrock Health'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 = -0.1426
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XBMZX |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Blackrock Health 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 Blackrock Health by adding Blackrock Health to a well-diversified portfolio.
About Blackrock Health Performance
Evaluating Blackrock Health's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Health 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 Blackrock Health 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.
Blackrock Health is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Blackrock Health Sciences performance evaluation
Checking the ongoing alerts about Blackrock Health for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Health Sciences help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Blackrock Health generated a negative expected return over the last 90 days |
- Analyzing Blackrock Health'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 Blackrock Health's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Health'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 Blackrock Health's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Health's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Health's mutual fund. These opinions can provide insight into Blackrock Health's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Health financial ratios help investors to determine whether Blackrock 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 Blackrock with respect to the benefits of owning Blackrock Health security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |