Riverpark Strategic Income Fund Manager Performance Evaluation
| RSIIX Fund | USD 8.69 0.01 0.12% |
The fund holds a Beta of 0.0069, which implies not very significant fluctuations relative to the market. As returns on the market increase, Riverpark Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Riverpark Strategic is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Riverpark Strategic Income are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Riverpark Strategic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 26th of January 2023 | |
| Expense Ratio | 0.9800 |
Riverpark |
Riverpark Strategic Relative Risk vs. Return Landscape
If you would invest 860.00 in Riverpark Strategic Income on September 14, 2024 and sell it today you would earn a total of 9.00 from holding Riverpark Strategic Income or generate 1.05% return on investment over 90 days. Riverpark Strategic Income is currently producing 0.0166% returns and takes up 0.1334% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Riverpark, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Riverpark Strategic Current Valuation
Overvalued
Today
Please note that Riverpark Strategic's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Riverpark Strategic holds a recent Real Value of $7.99 per share. The prevailing price of the fund is $8.69. We determine the value of Riverpark Strategic 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.
Since Riverpark Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Riverpark Mutual Fund. However, Riverpark Strategic'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 8.69 | Real 7.99 | Hype 8.69 | Naive 8.69 |
The intrinsic value of Riverpark Strategic'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 Riverpark Strategic'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 Riverpark Strategic Income helps investors to forecast how Riverpark 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 Riverpark Strategic more accurately as focusing exclusively on Riverpark Strategic's fundamentals will not take into account other important factors: Riverpark Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Riverpark Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Riverpark Strategic Income, and traders can use it to determine the average amount a Riverpark Strategic'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 = 0.1245
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RSIIX |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Riverpark Strategic is performing at about 9% 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 Riverpark Strategic by adding it to a well-diversified portfolio.
Riverpark Strategic Fundamentals Growth
Riverpark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Riverpark Strategic, and Riverpark Strategic 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 Riverpark Mutual Fund performance.
| Total Asset | 230.8 M | ||||
About Riverpark Strategic Performance
Evaluating Riverpark Strategic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Riverpark Strategic 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 Riverpark Strategic 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 invest at least 80 percent of its net assets in fixed income securities and income producing equities. It seeks to achieve its investment objective by investing in both investment grade and non-investment grade debt, preferred stock, convertible bonds, bank loans, high yield bonds, mortgage- and asset-backed securities, SPACs and income producing equities that the Adviser, the funds investment adviser, deems appropriate for the funds investment objective.Things to note about Riverpark Strategic performance evaluation
Checking the ongoing alerts about Riverpark Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Riverpark Strategic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 30.64% of its assets in cash |
- Analyzing Riverpark Strategic'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 Riverpark Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Riverpark Strategic'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 Riverpark Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Riverpark Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Riverpark Strategic's mutual fund. These opinions can provide insight into Riverpark Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Riverpark Mutual Fund
Riverpark Strategic financial ratios help investors to determine whether Riverpark 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 Riverpark with respect to the benefits of owning Riverpark Strategic security.
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