Roumell Opportunistic Value Fund Manager Performance Evaluation

RAMSX Fund  USD 4.94  0.05  1.02%   
The fund holds a Beta of -0.16, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Roumell Opportunistic are expected to decrease at a much lower rate. During the bear market, Roumell Opportunistic is likely to outperform the market.

Risk-Adjusted Performance

7 of 100

 
Low
 
High
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Roumell Opportunistic Value are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Roumell Opportunistic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date1st of January 2023
Expense Ratio1.2800
  

Roumell Opportunistic Relative Risk vs. Return Landscape

If you would invest  469.00  in Roumell Opportunistic Value on December 29, 2023 and sell it today you would earn a total of  25.00  from holding Roumell Opportunistic Value or generate 5.33% return on investment over 90 days. Roumell Opportunistic Value is currently producing 0.0895% returns and takes up 0.9416% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Roumell, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Roumell Opportunistic is expected to generate 1.48 times less return on investment than the market. In addition to that, the company is 1.64 times more volatile than its market benchmark. It trades about 0.1 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

Roumell Opportunistic Current Valuation

Overvalued
Today
4.94
Please note that Roumell Opportunistic's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Roumell Opportunistic holds a recent Real Value of $4.5 per share. The prevailing price of the fund is $4.94. We determine the value of Roumell Opportunistic from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we 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.
Our valuation method for Roumell Opportunistic Value is useful when determining the fair value of the Roumell mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Roumell Opportunistic. Since Roumell Opportunistic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Roumell Mutual Fund. However, Roumell Opportunistic'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  4.94 Real  4.5 Hype  4.94 Naive  4.89
The real value of Roumell Mutual Fund, also known as its intrinsic value, is the underlying worth of Roumell Opportunistic Mutual Fund, which is reflected in its stock price. It is based on Roumell Opportunistic's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Roumell Opportunistic'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 Roumell Opportunistic'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.
4.50
Real Value
5.44
Upside
Estimating the potential upside or downside of Roumell Opportunistic Value helps investors to forecast how Roumell 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 Roumell Opportunistic more accurately as focusing exclusively on Roumell Opportunistic's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
4.874.914.95
Details
Hype
Prediction
LowEstimatedHigh
4.004.945.88
Details
Naive
Forecast
LowNext ValueHigh
3.954.895.83
Details

Roumell Opportunistic Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Roumell Opportunistic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Roumell Opportunistic Value, and traders can use it to determine the average amount a Roumell Opportunistic'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 = 0.0951

Best PortfolioBest Equity
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Estimated Market Risk

 0.94
  actual daily
8
92% of assets are more volatile

Expected Return

 0.09
  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 Roumell Opportunistic 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 Roumell Opportunistic by adding it to a well-diversified portfolio.

Roumell Opportunistic Fundamentals Growth

Roumell Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Roumell Opportunistic, and Roumell Opportunistic 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 Roumell Mutual Fund performance.

About Roumell Opportunistic Performance

To evaluate Roumell Opportunistic Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Roumell Opportunistic generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Roumell Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Roumell Opportunistic market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Roumell's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The funds portfolio will primarily consist of domestic and foreign equity securities domestic and foreign fixed income securities consisting of government and corporate debt securities, junk bonds, municipal securities, and REITs and interest-bearing instruments consisting of treasury bills, other U.S. government obligations and bonds, collateralized repurchase contracts, money market instruments, and money market funds . It is non-diversified.

Things to note about Roumell Opportunistic performance evaluation

Checking the ongoing alerts about Roumell Opportunistic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Roumell Opportunistic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund generated three year return of -11.0%
Roumell Opportunistic maintains about 28.94% of its assets in cash
Evaluating Roumell Opportunistic's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Roumell Opportunistic's mutual fund performance include:
  • Analyzing Roumell Opportunistic'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 Roumell Opportunistic's stock is overvalued or undervalued compared to its peers.
  • Examining Roumell Opportunistic'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 Roumell Opportunistic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Roumell Opportunistic's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Roumell Opportunistic's mutual fund. These opinions can provide insight into Roumell Opportunistic's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Roumell Opportunistic's mutual fund performance is not an exact science, and many factors can impact Roumell Opportunistic's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Roumell Opportunistic Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state.
You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.

Complementary Tools for Roumell Mutual Fund analysis

When running Roumell Opportunistic's price analysis, check to measure Roumell Opportunistic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Roumell Opportunistic is operating at the current time. Most of Roumell Opportunistic's value examination focuses on studying past and present price action to predict the probability of Roumell Opportunistic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Roumell Opportunistic's price. Additionally, you may evaluate how the addition of Roumell Opportunistic to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Roumell Opportunistic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Roumell Opportunistic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Roumell Opportunistic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.