Roumell Opportunistic Value Fund Manager Performance Evaluation
RAMSX Fund | USD 4.76 0.03 0.63% |
The fund holds a Beta of 1.06, which implies a somewhat significant risk relative to the market. Roumell Opportunistic returns are very sensitive to returns on the market. As the market goes up or down, Roumell Opportunistic is expected to follow.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
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.
...more1 | Friday night deadline to vote on St. Louis NFL settlement spending ideas - Spectrum News | 02/01/2024 |
2 | Westpac to sell RAMS Home Loans, 16 years after saving it from GFC - The Australian Financial Review | 02/26/2024 |
Expense Ratio Date | 1st of January 2023 | |
Expense Ratio | 1.2800 |
Roumell |
Roumell Opportunistic Relative Risk vs. Return Landscape
If you would invest 452.00 in Roumell Opportunistic Value on January 19, 2024 and sell it today you would earn a total of 24.00 from holding Roumell Opportunistic Value or generate 5.31% return on investment over 90 days. Roumell Opportunistic Value is currently producing 0.0865% returns and takes up 0.9435% 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 |
Roumell Opportunistic Current Valuation
Fairly Valued
Today
Please note that Roumell Opportunistic's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Roumell Opportunistic holds a recent Real Value of $4.76 per share. The prevailing price of the fund is $4.76. 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 4.76 | Real 4.76 | Hype 4.76 | Naive 4.72 |
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.
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: 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 = 0.0917
Best Portfolio | Best Equity | |||
Good Returns | ||||
Average Returns | ||||
Small Returns | ||||
Cash | RAMSX | Average Risk | High Risk | Huge Risk |
Negative Returns |
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
0.09 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.
Price To Earning | 13.40 X | |||
Price To Book | 1.73 X | |||
Price To Sales | 0.97 X | |||
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 -12.0% | |
Roumell Opportunistic maintains about 28.94% of its assets in cash |
- 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.
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 Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.