Braddock Multi Strategy Income Fund Manager Performance Evaluation
| BDKNX Fund | USD 6.63 0.02 0.30% |
The fund shows a Beta (market volatility) of -0.0232, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Braddock Multi-strategy are expected to decrease at a much lower rate. During the bear market, Braddock Multi-strategy is likely to outperform the market.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Braddock Multi Strategy Income are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Braddock Multi-strategy is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Bramshill Multi-Strategy Income Fund Wins 2024 HFM US Performance Award for Best 40 Act Fund of the Year - PR Newswire | 11/07/2024 |
| Expense Ratio Date | 30th of April 2023 | |
| Expense Ratio | 1.5200 |
Braddock |
Braddock Multi-strategy Relative Risk vs. Return Landscape
If you would invest 655.00 in Braddock Multi Strategy Income on September 3, 2024 and sell it today you would earn a total of 8.00 from holding Braddock Multi Strategy Income or generate 1.22% return on investment over 90 days. Braddock Multi Strategy Income is currently producing 0.0191% returns and takes up 0.156% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Braddock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Braddock Multi-strategy Current Valuation
Overvalued
Today
Please note that Braddock Multi-strategy's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Braddock Multi Strategy shows a prevailing Real Value of $6.1 per share. The current price of the fund is $6.63. We determine the value of Braddock Multi Strategy 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 Braddock Multi-strategy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Braddock Mutual Fund. However, Braddock Multi-strategy'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 6.63 | Real 6.1 | Hype 6.63 | Naive 6.63 |
The intrinsic value of Braddock Multi-strategy'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 Braddock Multi-strategy'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 Braddock Multi Strategy Income helps investors to forecast how Braddock 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 Braddock Multi-strategy more accurately as focusing exclusively on Braddock Multi-strategy's fundamentals will not take into account other important factors: Braddock Multi-strategy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Braddock Multi-strategy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Braddock Multi Strategy Income, and traders can use it to determine the average amount a Braddock Multi-strategy'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 = 0.1224
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BDKNX |
Estimated Market Risk
| 0.16 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 Braddock Multi-strategy 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 Braddock Multi-strategy by adding it to a well-diversified portfolio.
Braddock Multi-strategy Fundamentals Growth
Braddock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Braddock Multi-strategy, and Braddock Multi-strategy 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 Braddock Mutual Fund performance.
| Total Asset | 153.32 M | |||
About Braddock Multi-strategy Performance
Evaluating Braddock Multi-strategy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Braddock Multi-strategy 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 Braddock Multi-strategy 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.
Under normal market conditions, the fund will pursue its investment strategy by investing primarily in securitized products, which represent interests in pools of assets, including securities backed by residential real estate, commercial real estate, corporate debt, and loans, and consumer and commercial assets. In addition, the fund may enter into repurchase agreements and reverse repurchase agreements. The fund is non-diversified.Things to note about Braddock Multi Strategy performance evaluation
Checking the ongoing alerts about Braddock Multi-strategy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Braddock Multi Strategy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Bramshill Multi-Strategy Income Fund Wins 2024 HFM US Performance Award for Best 40 Act Fund of the Year - PR Newswire | |
| The fund generated five year return of -4.0% | |
| Braddock Multi Strategy holds about 6.22% of its assets under management (AUM) in cash |
- Analyzing Braddock Multi-strategy'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 Braddock Multi-strategy's stock is overvalued or undervalued compared to its peers.
- Examining Braddock Multi-strategy'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 Braddock Multi-strategy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Braddock Multi-strategy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Braddock Multi-strategy's mutual fund. These opinions can provide insight into Braddock Multi-strategy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Braddock Mutual Fund
Braddock Multi-strategy financial ratios help investors to determine whether Braddock 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 Braddock with respect to the benefits of owning Braddock Multi-strategy security.
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