Rationalrgn Hedged Equity Fund Manager Performance Evaluation
| RNECX Fund | 10.56 0.02 0.19% |
The fund holds a Beta of 0.85, which implies possible diversification benefits within a given portfolio. Rationalrgn Hedged returns are very sensitive to returns on the market. As the market goes up or down, Rationalrgn Hedged is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Rationalrgn Hedged Equity are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Rationalrgn Hedged showed solid returns over the last few months and may actually be approaching a breakup point.
...moreRationalrgn |
Rationalrgn Hedged Relative Risk vs. Return Landscape
If you would invest 927.00 in Rationalrgn Hedged Equity on April 22, 2025 and sell it today you would earn a total of 129.00 from holding Rationalrgn Hedged Equity or generate 13.92% return on investment over 90 days. Rationalrgn Hedged Equity is currently producing 0.2139% returns and takes up 0.8508% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Rationalrgn, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rationalrgn Hedged Current Valuation
Undervalued
Today
Please note that Rationalrgn Hedged's price fluctuation is very steady at this time. Rationalrgn Hedged Equity holds a recent Real Value of USD10.78 per share. The prevailing price of the fund is USD10.56. Our model determines the value of Rationalrgn Hedged Equity from analyzing the fund technical indicators and probability of bankruptcy. In general, investors support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Rationalrgn Hedged is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rationalrgn Mutual Fund. However, Rationalrgn Hedged'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 10.56 | Real 10.78 | Hype 10.56 | Naive 10.5 |
The intrinsic value of Rationalrgn Hedged'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 Rationalrgn Hedged'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 Rationalrgn Hedged Equity helps investors to forecast how Rationalrgn 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 Rationalrgn Hedged more accurately as focusing exclusively on Rationalrgn Hedged's fundamentals will not take into account other important factors: Rationalrgn Hedged Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rationalrgn Hedged's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rationalrgn Hedged Equity, and traders can use it to determine the average amount a Rationalrgn Hedged'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 = 0.2514
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average Rationalrgn Hedged is performing at about 19% 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 Rationalrgn Hedged by adding it to a well-diversified portfolio.
About Rationalrgn Hedged Performance
Evaluating Rationalrgn Hedged's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rationalrgn Hedged 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 Rationalrgn Hedged 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 aims to provide a higher return, lower-risk alternative with minimal tracking error to a long-only SP 500 Index. It aims to achieve its investment objective by combining two complementary investment strategies 1 a long-only equity portfolio designed to approximate the performance of the SP 500 Index, and 2 an overlay component designed to reduce risk and enhance return that makes investments in futures, forwards, options contracts and foreign currency via Foreign Exchange. The fund is non-diversified.Things to note about Rationalrgn Hedged Equity performance evaluation
Checking the ongoing alerts about Rationalrgn Hedged for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rationalrgn Hedged Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Rationalrgn Hedged'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 Rationalrgn Hedged's stock is overvalued or undervalued compared to its peers.
- Examining Rationalrgn Hedged'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 Rationalrgn Hedged's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rationalrgn Hedged's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rationalrgn Hedged's mutual fund. These opinions can provide insight into Rationalrgn Hedged's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rationalrgn Mutual Fund
Rationalrgn Hedged financial ratios help investors to determine whether Rationalrgn 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 Rationalrgn with respect to the benefits of owning Rationalrgn Hedged security.
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