Edgepoint Global Portfolio Fund Manager Performance Evaluation
| 0P0000IUYO | CAD 38.93 0.09 0.23% |
The fund shows a Beta (market volatility) of 0.11, which means not very significant fluctuations relative to the market. As returns on the market increase, Edgepoint Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Edgepoint Global is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Edgepoint Global Portfolio are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. Despite fairly strong forward indicators, Edgepoint Global is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders.
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Edgepoint Global Relative Risk vs. Return Landscape
If you would invest 3,668 in Edgepoint Global Portfolio on August 31, 2024 and sell it today you would earn a total of 225.00 from holding Edgepoint Global Portfolio or generate 6.13% return on investment over 90 days. Edgepoint Global Portfolio is generating 0.0965% of daily returns and assumes 0.6343% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than Edgepoint, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Edgepoint Global Current Valuation
Fairly Valued
Today
Please note that Edgepoint Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Edgepoint Global Por shows a prevailing Real Value of C$38.55 per share. The current price of the fund is C$38.93. We determine the value of Edgepoint Global Por from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise purchasing undervalued funds and trading away overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
Since Edgepoint Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Edgepoint Fund. However, Edgepoint Global'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 38.93 | Real 38.55 | Hype 38.93 |
The intrinsic value of Edgepoint Global's stock can be calculated using various methods such as discounted cash flow or dividend analysis. That value may differ from its market price, which is determined by factors such as investor sentiment, market trends, headlines, and other external factors that may influence Edgepoint Global's stock price.
Estimating the potential upside or downside of Edgepoint Global Portfolio helps investors to forecast how Edgepoint 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 Edgepoint Global more accurately as focusing exclusively on Edgepoint Global's fundamentals will not take into account other important factors: Edgepoint Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Edgepoint Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Edgepoint Global Portfolio, and traders can use it to determine the average amount a Edgepoint Global'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 = 0.1522
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| Cash | 0P0000IUYO | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Edgepoint Global is performing at about 11% 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 Edgepoint Global by adding it to a well-diversified portfolio.
Edgepoint Global Fundamentals Growth
Edgepoint Fund prices reflect investors' perceptions of the future prospects and financial health of Edgepoint Global, and Edgepoint Global 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 Edgepoint Fund performance.
| Total Asset | 6.78 B | |||
About Edgepoint Global Performance
By evaluating Edgepoint Global's fundamental ratios, stakeholders can gain valuable insights into Edgepoint Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Edgepoint Global 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 Edgepoint Global 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 Funds objective is to provide long-term capital appreciation by investing primarily in global equity securities. EdgePoint Global is traded on Toronto Stock Exchange in Canada.Things to note about Edgepoint Global Por performance evaluation
Checking the ongoing alerts about Edgepoint Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Edgepoint Global Por help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Edgepoint Global Por holds about 6.31% of its total net assets in cash |
- Analyzing Edgepoint Global'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 Edgepoint Global's stock is overvalued or undervalued compared to its peers.
- Examining Edgepoint Global'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 Edgepoint Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Edgepoint Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Edgepoint Global's fund. These opinions can provide insight into Edgepoint Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Edgepoint Fund
Edgepoint Global financial ratios help investors to determine whether Edgepoint 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 Edgepoint with respect to the benefits of owning Edgepoint Global security.
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