Bullfinch Western Ny Fund Manager Performance Evaluation
| BWNYX Fund | USD 25.85 0.04 0.15% |
The fund shows a Beta (market volatility) of 1.07, which signifies a somewhat significant risk relative to the market. Bullfinch Western returns are very sensitive to returns on the market. As the market goes up or down, Bullfinch Western is expected to follow.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Bullfinch Western Ny are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Bullfinch Western is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.4400 |
Bullfinch |
Bullfinch Western Relative Risk vs. Return Landscape
If you would invest 2,479 in Bullfinch Western Ny on February 3, 2024 and sell it today you would earn a total of 106.00 from holding Bullfinch Western Ny or generate 4.28% return on investment over 90 days. Bullfinch Western Ny is currently producing 0.0695% returns and takes up 0.7826% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Bullfinch, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bullfinch Western Current Valuation
Undervalued
Today
Please note that Bullfinch Western's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Bullfinch Western shows a prevailing Real Value of $27.15 per share. The current price of the fund is $25.85. We determine the value of Bullfinch Western 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 Bullfinch Western Ny is useful when determining the fair value of the Bullfinch mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Bullfinch Western. Since Bullfinch Western is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bullfinch Mutual Fund. However, Bullfinch Western'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 25.85 | Real 27.15 | Hype 25.85 | Naive 25.1 |
The real value of Bullfinch Mutual Fund, also known as its intrinsic value, is the underlying worth of Bullfinch Western Mutual Fund, which is reflected in its stock price. It is based on Bullfinch Western's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Bullfinch Western'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 Bullfinch Western'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 Bullfinch Western Ny helps investors to forecast how Bullfinch 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 Bullfinch Western more accurately as focusing exclusively on Bullfinch Western's fundamentals will not take into account other important factors: Bullfinch Western Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bullfinch Western's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bullfinch Western Ny, and traders can use it to determine the average amount a Bullfinch Western'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 = 0.0888
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | BWNYX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Bullfinch Western is performing at about 6% 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 Bullfinch Western by adding it to a well-diversified portfolio.
Bullfinch Western Fundamentals Growth
Bullfinch Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bullfinch Western, and Bullfinch Western 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 Bullfinch Mutual Fund performance.
| Total Asset | 727.64 K | |||
About Bullfinch Western Performance
To evaluate Bullfinch Western 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 Bullfinch Western 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 Bullfinch 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 Bullfinch Western market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Bullfinch'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 uses a value approach in its securities selection process. The adviser emphasizes fundamental corporate considerations related to the prospects of the issuer and its industry. Under normal conditions, the adviser invests at least 80 percent of the funds net assets plus amounts borrowed for investment purposes in securities of companies with an important economic presence in the Greater Western New York Region of New York. The fund is non-diversified.Things to note about Bullfinch Western performance evaluation
Checking the ongoing alerts about Bullfinch Western for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bullfinch Western help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 16.88% of its assets under management (AUM) in fixed income securities |
- Analyzing Bullfinch Western'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 Bullfinch Western's stock is overvalued or undervalued compared to its peers.
- Examining Bullfinch Western'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 Bullfinch Western's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bullfinch Western's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bullfinch Western's mutual fund. These opinions can provide insight into Bullfinch Western'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 Bullfinch Western Ny. 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 manufacturing. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.