Blue Chip Fund Manager Performance Evaluation
| PGBEX Fund | USD 47.52 0.09 0.19% |
The fund shows a Beta (market volatility) of 0.21, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Blue Chip's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blue Chip is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Blue Chip Fund are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Blue Chip may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 1.1400 |
Blue |
Blue Chip Relative Risk vs. Return Landscape
If you would invest 4,384 in Blue Chip Fund on September 12, 2024 and sell it today you would earn a total of 368.00 from holding Blue Chip Fund or generate 8.39% return on investment over 90 days. Blue Chip Fund is currently producing 0.1311% returns and takes up 0.7895% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Blue, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blue Chip Current Valuation
Undervalued
Today
Please note that Blue Chip's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Blue Chip Fund shows a prevailing Real Value of $50.71 per share. The current price of the fund is $47.52. We determine the value of Blue Chip Fund 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.
Since Blue Chip is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blue Mutual Fund. However, Blue Chip'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 47.52 | Real 50.71 | Hype 47.43 | Naive 47.71 |
The intrinsic value of Blue Chip'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 Blue Chip'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 Blue Chip Fund helps investors to forecast how Blue 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 Blue Chip more accurately as focusing exclusively on Blue Chip's fundamentals will not take into account other important factors: Blue Chip Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blue Chip's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blue Chip Fund, and traders can use it to determine the average amount a Blue Chip'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 = 0.166
| Best Portfolio | Best Equity | |||
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| Cash | PGBEX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Blue Chip is performing at about 13% 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 Blue Chip by adding it to a well-diversified portfolio.
Blue Chip Fundamentals Growth
Blue Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blue Chip, and Blue Chip 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 Blue Mutual Fund performance.
| Total Asset | 8.8 B | ||||
About Blue Chip Performance
Evaluating Blue Chip's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blue Chip 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 Blue Chip 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 normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the funds investment advisors opinion, display characteristics of a blue chip company. The advisor tends to focus on securities of companies that show potential for growth of capital as well as an expectation for above average earnings. The fund invests in securities of foreign companies.Things to note about Blue Chip Fund performance evaluation
Checking the ongoing alerts about Blue Chip for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blue Chip Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Blue Chip's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Blue Chip's mutual fund performance include:- Analyzing Blue Chip'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 Blue Chip's stock is overvalued or undervalued compared to its peers.
- Examining Blue Chip'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 Blue Chip's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blue Chip's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blue Chip's mutual fund. These opinions can provide insight into Blue Chip's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blue Mutual Fund
Blue Chip financial ratios help investors to determine whether Blue 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 Blue with respect to the benefits of owning Blue Chip security.
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