Brookfield Global Listed Fund Manager Performance Evaluation
| BLRAX Fund | USD 10.40 0.16 1.52% |
The fund shows a Beta (market volatility) of 0.2, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Brookfield Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Brookfield Global is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Brookfield Global Listed has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Brookfield Global 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 Date | 1st of May 2023 | |
| Expense Ratio | 1.2000 |
Brookfield |
Brookfield Global Relative Risk vs. Return Landscape
If you would invest 1,082 in Brookfield Global Listed on March 2, 2024 and sell it today you would lose (42.00) from holding Brookfield Global Listed or give up 3.88% of portfolio value over 90 days. Brookfield Global Listed is currently producing negative expected returns and takes up 0.9856% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Brookfield, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Brookfield Global Current Valuation
Fairly Valued
Today
Please note that Brookfield Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Brookfield Global Listed shows a prevailing Real Value of $10.43 per share. The current price of the fund is $10.4. We determine the value of Brookfield Global Listed from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Our valuation method for Brookfield Global Listed is useful when determining the fair value of the Brookfield mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Brookfield Global. Since Brookfield Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Brookfield Mutual Fund. However, Brookfield Global'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 10.4 | Real 10.43 | Hype 10.4 | Naive 9.97 |
The real value of Brookfield Mutual Fund, also known as its intrinsic value, is the underlying worth of Brookfield Global Listed Mutual Fund, which is reflected in its stock price. It is based on Brookfield Global's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Brookfield Global'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 Brookfield Global'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 Brookfield Global Listed helps investors to forecast how Brookfield 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 Brookfield Global more accurately as focusing exclusively on Brookfield Global's fundamentals will not take into account other important factors: Brookfield Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brookfield Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Brookfield Global Listed, and traders can use it to determine the average amount a Brookfield Global'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 = -0.0589
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| Negative Returns | BLRAX |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Brookfield Global is not performing at its full potential. However, 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 Brookfield Global by adding Brookfield Global to a well-diversified portfolio.
Brookfield Global Fundamentals Growth
Brookfield Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Brookfield Global, and Brookfield Global 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 Brookfield Mutual Fund performance.
| Price To Earning | 22.39 X | ||||
| Price To Book | 1.63 X | ||||
| Price To Sales | 5.92 X | ||||
| Total Asset | 5.23 M | ||||
About Brookfield Global Performance
To evaluate Brookfield Global Listed 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 Brookfield Global 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 Brookfield 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 Brookfield Global Listed market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Brookfield'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 fund seeks to achieve its investment objective by investing primarily in REITs and other securities in the real estate industry. Under normal market conditions, the manager will attempt to achieve its investment objective by investing, as a principal strategy, at least 80 percent of its net assets in publicly traded equity securities of real estate companies listed on a domestic or foreign exchange, throughout the world, including the United States .Things to note about Brookfield Global Listed performance evaluation
Checking the ongoing alerts about Brookfield Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Brookfield Global Listed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Brookfield Global generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: BAILED OUT LA County Board of Supervisors wants taxpayers to fund legal aid for UCLA pro-Hamas occupiers - Campus Reform | |
| Brookfield Global Listed generated five year return of -2.0% | |
| This fund holds 99.26% of its assets under management (AUM) in equities |
- Analyzing Brookfield Global'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 Brookfield Global's stock is overvalued or undervalued compared to its peers.
- Examining Brookfield Global'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 Brookfield Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brookfield Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Brookfield Global's mutual fund. These opinions can provide insight into Brookfield Global's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brookfield Global Listed. 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 nation. Note that the Brookfield Global Listed information on this page should be used as a complementary analysis to other Brookfield Global's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.