Rational Inflation Growth Fund Alpha and Beta Analysis
| IGOAX Fund | USD 9.49 0.00 0.00% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Rational Inflation Growth. It also helps investors analyze the systematic and unsystematic risks associated with investing in Rational Inflation over a specified time horizon. Remember, high Rational Inflation's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Rational Inflation's market risk premium analysis include:
Beta (0.1) | Alpha 0.0942 | Risk 0.35 | Sharpe Ratio 0.18 | Expected Return 0.0636 |
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Rational |
Rational Inflation Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Rational Inflation market risk premium is the additional return an investor will receive from holding Rational Inflation long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Rational Inflation. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Rational Inflation's performance over market.| α | 0.09 | β | -0.1 |
Rational Inflation Fundamentals Vs Peers
Comparing Rational Inflation's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Rational Inflation's direct or indirect competition across all of the common fundamentals between Rational Inflation and the related equities. This way, we can detect undervalued stocks with similar characteristics as Rational Inflation or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Rational Inflation's fundamental indicators could also be used in its relative valuation, which is a method of valuing Rational Inflation by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Rational Inflation to competition |
| Fundamentals | Rational Inflation | Peer Average |
| Annual Yield | 0.01 % | 0.29 % |
| Net Asset | 3.21 M | 4.11 B |
| Minimum Initial Investment | 1 K | 976.16 K |
| Cash Position Weight | 19.32 % | 10.61 % |
| Equity Positions Weight | 70.09 % | 63.90 % |
| Bond Positions Weight | 1.17 % | 11.24 % |
Rational Inflation Opportunities
Rational Inflation Return and Market Media
The Fund did not receive any noticable media coverage during the period. Price Growth (%) |
| Timeline |
About Rational Inflation Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Rational or other funds. Alpha measures the amount that position in Rational Inflation Growth has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Rational Inflation in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Rational Inflation's short interest history, or implied volatility extrapolated from Rational Inflation options trading.
Build Portfolio with Rational Inflation
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Other Information on Investing in Rational Mutual Fund
Rational Inflation financial ratios help investors to determine whether Rational 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 Rational with respect to the benefits of owning Rational Inflation security.
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets |