Ycg Enhanced Fund Manager Performance Evaluation
| YCGEX Fund | USD 33.39 0.02 0.06% |
The entity maintains a market beta of 0.0987, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Ycg Enhanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ycg Enhanced is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ycg Enhanced Fund are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Ycg Enhanced 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 March 2023 | |
| Expense Ratio | 1.1900 |
Ycg |
Ycg Enhanced Relative Risk vs. Return Landscape
If you would invest 3,216 in Ycg Enhanced Fund on August 30, 2024 and sell it today you would earn a total of 123.00 from holding Ycg Enhanced Fund or generate 3.82% return on investment over 90 days. Ycg Enhanced Fund is currently producing 0.0606% returns and takes up 0.6262% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Ycg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ycg Enhanced Current Valuation
Fairly Valued
Today
Please note that Ycg Enhanced's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Ycg Enhanced maintains a prevalent Real Value of $33.14 per share. The last-minute price of the fund is $33.39. We determine the value of Ycg Enhanced from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Ycg Enhanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ycg Mutual Fund. However, Ycg Enhanced'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 33.39 | Real 33.14 | Hype 33.39 | Naive 33.36 |
The intrinsic value of Ycg Enhanced'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 Ycg Enhanced'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 Ycg Enhanced Fund helps investors to forecast how Ycg 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 Ycg Enhanced more accurately as focusing exclusively on Ycg Enhanced's fundamentals will not take into account other important factors: Ycg Enhanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ycg Enhanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ycg Enhanced Fund, and traders can use it to determine the average amount a Ycg Enhanced'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 = 0.0968
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Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Ycg Enhanced is performing at about 7% 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 Ycg Enhanced by adding it to a well-diversified portfolio.
Ycg Enhanced Fundamentals Growth
Ycg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ycg Enhanced, and Ycg Enhanced 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 Ycg Mutual Fund performance.
| Price To Earning | 20.32 X | ||||
| Price To Book | 4.02 X | ||||
| Price To Sales | 2.36 X | ||||
About Ycg Enhanced Performance
Evaluating Ycg Enhanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ycg Enhanced 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 Ycg Enhanced 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 invests primarily in equity securities without regard to market capitalization that the Adviser believes will produce high, risk-adjusted, forward rates of return. Ycg Enhanced is traded on NASDAQ Exchange in the United States.Things to note about Ycg Enhanced performance evaluation
Checking the ongoing alerts about Ycg Enhanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ycg Enhanced 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 about 5.41% of its net assets in bonds |
- Analyzing Ycg Enhanced'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 Ycg Enhanced's stock is overvalued or undervalued compared to its peers.
- Examining Ycg Enhanced'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 Ycg Enhanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ycg Enhanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ycg Enhanced's mutual fund. These opinions can provide insight into Ycg Enhanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ycg Mutual Fund
Ycg Enhanced financial ratios help investors to determine whether Ycg 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 Ycg with respect to the benefits of owning Ycg Enhanced security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |