Precious Metals And Fund Manager Performance Evaluation
| UPMMX Fund | USD 18.44 0.09 0.49% |
The fund holds a Beta of 1.11, which implies a somewhat significant risk relative to the market. Precious Metals returns are very sensitive to returns on the market. As the market goes up or down, Precious Metals is expected to follow.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Precious Metals And are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Precious Metals showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of October 2019 | |
| Expense Ratio | 1.3100 |
Precious |
Precious Metals Relative Risk vs. Return Landscape
If you would invest 1,527 in Precious Metals And on January 31, 2024 and sell it today you would earn a total of 317.00 from holding Precious Metals And or generate 20.76% return on investment over 90 days. Precious Metals And is currently producing 0.3197% returns and takes up 1.7462% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Precious, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Precious Metals Current Valuation
Undervalued
Today
Please note that Precious Metals' price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Precious Metals And holds a recent Real Value of $19.01 per share. The prevailing price of the fund is $18.44. We determine the value of Precious Metals And 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 Precious Metals And is useful when determining the fair value of the Precious mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Precious Metals. Since Precious Metals is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Precious Mutual Fund. However, Precious Metals' 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 18.44 | Real 19.01 | Hype 18.44 | Naive 18.08 |
The real value of Precious Mutual Fund, also known as its intrinsic value, is the underlying worth of Precious Metals And Mutual Fund, which is reflected in its stock price. It is based on Precious Metals' financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Precious Metals' 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 Precious Metals' 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 Precious Metals And helps investors to forecast how Precious 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 Precious Metals more accurately as focusing exclusively on Precious Metals' fundamentals will not take into account other important factors: Precious Metals Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Precious Metals' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Precious Metals And, and traders can use it to determine the average amount a Precious Metals' 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 = 0.1831
| Best Portfolio | Best Equity | |||
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| Small Returns | UPMMX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.75 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.32 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Precious Metals is performing at about 14% 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 Precious Metals by adding it to a well-diversified portfolio.
Precious Metals Fundamentals Growth
Precious Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Precious Metals, and Precious Metals 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 Precious Mutual Fund performance.
| Price To Earning | 21.29 X | ||||
| Price To Book | 1.14 X | ||||
| Price To Sales | 2.44 X | ||||
| Total Asset | 28.68 M | ||||
About Precious Metals Performance
To evaluate Precious Metals And 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 Precious Metals 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 Precious 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 Precious Metals And market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Precious'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 at least 80 percent of its assets in equity securities of domestic and foreign companies principally engaged in the exploration, mining, or processing of gold and other precious metals and minerals, such as platinum, silver, and diamonds. It is non-diversified.Things to note about Precious Metals And performance evaluation
Checking the ongoing alerts about Precious Metals for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Precious Metals And help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Precious Metals And generated-4.0 ten year return of -4.0% | |
| This fund keeps 99.24% of its net assets in stocks |
- Analyzing Precious Metals' 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 Precious Metals' stock is overvalued or undervalued compared to its peers.
- Examining Precious Metals' 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 Precious Metals' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Precious Metals' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Precious Metals' mutual fund. These opinions can provide insight into Precious Metals' 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 Precious Metals And. 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 population. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.