Evaluator Aggressive Rms Fund Manager Performance Evaluation
| EVAGX Fund | USD 14.00 0.17 1.20% |
The fund shows a Beta (market volatility) of 0.021, which means not very significant fluctuations relative to the market. As returns on the market increase, Evaluator Aggressive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Evaluator Aggressive is expected to be smaller as well.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Evaluator Aggressive Rms are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Evaluator Aggressive may actually be approaching a critical reversion point that can send shares even higher in July 2025.
...more| Expense Ratio | 0.8500 |
Evaluator |
Evaluator Aggressive Relative Risk vs. Return Landscape
If you would invest 1,322 in Evaluator Aggressive Rms on March 16, 2025 and sell it today you would earn a total of 78.00 from holding Evaluator Aggressive Rms or generate 5.9% return on investment over 90 days. Evaluator Aggressive Rms is currently producing 0.1013% returns and takes up 1.547% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Evaluator, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Evaluator Aggressive Current Valuation
Undervalued
Today
Please note that Evaluator Aggressive's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Evaluator Aggressive Rms shows a prevailing Real Value of $14.77 per share. The current price of the fund is $14.0. We determine the value of Evaluator Aggressive Rms from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Evaluator Aggressive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Evaluator Mutual Fund. However, Evaluator Aggressive'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 14.0 | Real 14.77 | Hype 13.76 | Naive 14.48 |
The intrinsic value of Evaluator Aggressive'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 Evaluator Aggressive'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 Evaluator Aggressive Rms helps investors to forecast how Evaluator 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 Evaluator Aggressive more accurately as focusing exclusively on Evaluator Aggressive's fundamentals will not take into account other important factors: Evaluator Aggressive Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Evaluator Aggressive's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Evaluator Aggressive Rms, and traders can use it to determine the average amount a Evaluator Aggressive'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 = 0.0655
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | EVAGX | High Risk | Huge Risk |
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Estimated Market Risk
| 1.55 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.1 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Evaluator Aggressive is performing at about 5% 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 Evaluator Aggressive by adding it to a well-diversified portfolio.
Evaluator Aggressive Fundamentals Growth
Evaluator Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Evaluator Aggressive, and Evaluator Aggressive 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 Evaluator Mutual Fund performance.
| Total Asset | 160.89 M | ||||
About Evaluator Aggressive Performance
Evaluating Evaluator Aggressive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Evaluator Aggressive 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 Evaluator Aggressive 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 investment seeks to provide growth of principal within the stated asset allocation range. E-Valuator Aggressive is traded on NASDAQ Exchange in the United States.Things to note about Evaluator Aggressive Rms performance evaluation
Checking the ongoing alerts about Evaluator Aggressive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Evaluator Aggressive Rms help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 85.35% of its assets under management (AUM) in equities |
- Analyzing Evaluator Aggressive'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 Evaluator Aggressive's stock is overvalued or undervalued compared to its peers.
- Examining Evaluator Aggressive'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 Evaluator Aggressive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Evaluator Aggressive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Evaluator Aggressive's mutual fund. These opinions can provide insight into Evaluator Aggressive's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Evaluator Mutual Fund
Evaluator Aggressive financial ratios help investors to determine whether Evaluator 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 Evaluator with respect to the benefits of owning Evaluator Aggressive security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |