International Equity Portfolio Fund Manager Performance Evaluation
| SIEYX Fund | USD 11.99 0.05 0.42% |
The fund retains a Market Volatility (i.e., Beta) of 0.97, which attests to possible diversification benefits within a given portfolio. International Equity returns are very sensitive to returns on the market. As the market goes up or down, International Equity 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 International Equity Portfolio are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, International Equity may actually be approaching a critical reversion point that can send shares even higher in October 2024.
...more| Expense Ratio Date | 28th of December 2022 | |
| Expense Ratio | 2.5900 |
International |
International Equity Relative Risk vs. Return Landscape
If you would invest 1,126 in International Equity Portfolio on June 24, 2024 and sell it today you would earn a total of 73.00 from holding International Equity Portfolio or generate 6.48% return on investment over 90 days. International Equity Portfolio is currently producing 0.1034% returns and takes up 1.0305% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than International, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
International Equity Current Valuation
Fairly Valued
Today
Please note that International Equity's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. International Equity retains a regular Real Value of $11.83 per share. The prevalent price of the fund is $11.99. We determine the value of International Equity from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since International Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of International Mutual Fund. However, International Equity'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 11.99 | Real 11.83 | Hype 11.99 | Naive 12.18 |
The intrinsic value of International Equity'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 International Equity'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 International Equity Portfolio helps investors to forecast how International 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 International Equity more accurately as focusing exclusively on International Equity's fundamentals will not take into account other important factors: International Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for International Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as International Equity Portfolio, and traders can use it to determine the average amount a International Equity'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 = 0.1004
| Best Portfolio | Best Equity | |||
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| Cash | SIEYX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average International Equity 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 International Equity by adding it to a well-diversified portfolio.
International Equity Fundamentals Growth
International Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of International Equity, and International Equity 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 International Mutual Fund performance.
| Price To Earning | 12.40 X | ||||
| Price To Book | 1.16 X | ||||
| Price To Sales | 0.74 X | ||||
| Total Asset | 40 K | ||||
About International Equity Performance
Evaluating International Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if International Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if International Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will normally invest at least 80 percent of its total assets in the equity securities of companies located outside of the United States. Equity securities consist of common stock and other securities such as depositary receipts. Under normal market conditions, at least 65 percent of its assets will be invested in securities of issuers located in at least three foreign countries , which may include countries with developing and emerging economies.Things to note about International Equity performance evaluation
Checking the ongoing alerts about International Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for International Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| International Equity generated-1.0 ten year return of -1.0% | |
| This fund maintains 99.24% of its assets in stocks |
- Analyzing International Equity'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 International Equity's stock is overvalued or undervalued compared to its peers.
- Examining International Equity'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 International Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of International Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of International Equity's mutual fund. These opinions can provide insight into International Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in International Mutual Fund
International Equity financial ratios help investors to determine whether International Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in International with respect to the benefits of owning International Equity security.
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