Rbc Enterprise Fund Manager Performance Evaluation
| TETAX Fund | USD 16.32 0.11 0.68% |
The fund holds a Beta of 1.29, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Rbc Enterprise will likely underperform.
Risk-Adjusted Performance
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Over the last 90 days Rbc Enterprise Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Rbc Enterprise is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Texas schools fund pulls 8.5 billion from BlackRock over ESG investing - Reuters | 03/19/2024 |
2 | DeFi fund, Texas apparel company sue to defend airdrop against SEC - Cointelegraph | 03/25/2024 |
3 | Ted Cruz podcast attracts campaign finance complaint - The Texas Tribune | 04/09/2024 |
4 | Public Utility Commission approves Texas Energy Fund rules - The Dallas Morning News | 04/29/2024 |
5 | Bitcoin firm, Texas university partner for 5M endowment fund - Cointelegraph | 05/30/2024 |
| Expense Ratio Date | 8th of February 2023 | |
| Expense Ratio | 1.3600 |
Rbc |
Rbc Enterprise Relative Risk vs. Return Landscape
If you would invest 1,628 in Rbc Enterprise Fund on March 4, 2024 and sell it today you would earn a total of 4.00 from holding Rbc Enterprise Fund or generate 0.25% return on investment over 90 days. Rbc Enterprise Fund is currently producing 0.0088% returns and takes up 1.0028% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Rbc, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rbc Enterprise Current Valuation
Fairly Valued
Today
Please note that Rbc Enterprise's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Rbc Enterprise holds a recent Real Value of $16.24 per share. The prevailing price of the fund is $16.32. We determine the value of Rbc Enterprise 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 Rbc Enterprise Fund is useful when determining the fair value of the Rbc mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Rbc Enterprise. Since Rbc Enterprise is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rbc Mutual Fund. However, Rbc Enterprise'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 16.32 | Real 16.24 | Hype 16.32 | Naive 15.62 |
The real value of Rbc Mutual Fund, also known as its intrinsic value, is the underlying worth of Rbc Enterprise Mutual Fund, which is reflected in its stock price. It is based on Rbc Enterprise's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Rbc Enterprise'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 Rbc Enterprise'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 Rbc Enterprise Fund helps investors to forecast how Rbc 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 Rbc Enterprise more accurately as focusing exclusively on Rbc Enterprise's fundamentals will not take into account other important factors: Rbc Enterprise Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbc Enterprise's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rbc Enterprise Fund, and traders can use it to determine the average amount a Rbc Enterprise'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 = 0.0088
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TETAX |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Rbc Enterprise 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 Rbc Enterprise by adding Rbc Enterprise to a well-diversified portfolio.
Rbc Enterprise Fundamentals Growth
Rbc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rbc Enterprise, and Rbc Enterprise 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 Rbc Mutual Fund performance.
| Price To Earning | 19.20 X | ||||
| Price To Book | 1.79 X | ||||
| Price To Sales | 0.93 X | ||||
| Total Asset | 700 K | ||||
About Rbc Enterprise Performance
To evaluate Rbc Enterprise 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 Rbc Enterprise 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 Rbc 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 Rbc Enterprise market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Rbc'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 normally invests primarily in common stocks of companies whose market capitalizations at the time of the funds initial purchase are below the dollar-weighted median market capitalization of companies in the Russell 2000 Index, which are often referred to as micro-cap companies. However, it is more broadly authorized to invest in common stocks of small capitalization companies, defined for this purpose as companies whose market capitalizations at the time of initial purchase are at or below the highest capitalization represented in the Russell 2000 Index.Things to note about Rbc Enterprise performance evaluation
Checking the ongoing alerts about Rbc Enterprise for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rbc Enterprise help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Bitcoin firm, Texas university partner for 5M endowment fund - Cointelegraph | |
| The fund maintains 98.48% of its assets in stocks |
- Analyzing Rbc Enterprise'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 Rbc Enterprise's stock is overvalued or undervalued compared to its peers.
- Examining Rbc Enterprise'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 Rbc Enterprise's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbc Enterprise's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbc Enterprise's mutual fund. These opinions can provide insight into Rbc Enterprise's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Rbc Enterprise Fund. 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 Rbc Enterprise information on this page should be used as a complementary analysis to other Rbc Enterprise'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 CEOs Directory module to screen CEOs from public companies around the world.