Barrow Hanley Concentrated Fund Manager Performance Evaluation
| BEOIX Fund | USD 8.26 0.05 0.60% |
The fund shows a Beta (market volatility) of 0.22, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Barrow Hanley's returns are expected to increase less than the market. However, during the bear market, the loss of holding Barrow Hanley is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Barrow Hanley Concentrated has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's forward indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 1.0400 |
Barrow |
Barrow Hanley Relative Risk vs. Return Landscape
If you would invest 1,025 in Barrow Hanley Concentrated on September 29, 2024 and sell it today you would lose (199.00) from holding Barrow Hanley Concentrated or give up 19.41% of portfolio value over 90 days. Barrow Hanley Concentrated is currently producing negative expected returns and takes up 1.844% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Barrow, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Barrow Hanley Current Valuation
Undervalued
Today
Please note that Barrow Hanley's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Barrow Hanley Concen shows a prevailing Real Value of $8.57 per share. The current price of the fund is $8.26. We determine the value of Barrow Hanley Concen 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 Barrow Hanley is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Barrow Mutual Fund. However, Barrow Hanley'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 8.26 | Real 8.57 | Hype 8.26 |
The intrinsic value of Barrow Hanley'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 Barrow Hanley'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 Barrow Hanley Concentrated helps investors to forecast how Barrow 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 Barrow Hanley more accurately as focusing exclusively on Barrow Hanley's fundamentals will not take into account other important factors: Barrow Hanley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Barrow Hanley's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Barrow Hanley Concentrated, and traders can use it to determine the average amount a Barrow Hanley'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 = -0.173
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BEOIX |
Estimated Market Risk
| 1.84 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.32 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Barrow Hanley is not performing at its full potential. However, 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 Barrow Hanley by adding Barrow Hanley to a well-diversified portfolio.
Barrow Hanley Fundamentals Growth
Barrow Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Barrow Hanley, and Barrow Hanley 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 Barrow Mutual Fund performance.
About Barrow Hanley Performance
Evaluating Barrow Hanley's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Barrow Hanley 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 Barrow Hanley 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 circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of companies located in emerging market countries and instruments with economic characteristics similar to such securities. The fund may invest in the securities of companies located in China, including A Shares of such companies that trade on the Shanghai Stock Exchange and the Shenzhen Stock Exchange through the Shanghai Hong Kong and Shenzhen Hong Kong Stock Connect programs.Things to note about Barrow Hanley Concen performance evaluation
Checking the ongoing alerts about Barrow Hanley for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Barrow Hanley Concen help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Barrow Hanley Concen generated a negative expected return over the last 90 days | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Barrow Hanley'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 Barrow Hanley's stock is overvalued or undervalued compared to its peers.
- Examining Barrow Hanley'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 Barrow Hanley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Barrow Hanley's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Barrow Hanley's mutual fund. These opinions can provide insight into Barrow Hanley's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Barrow Mutual Fund
Barrow Hanley financial ratios help investors to determine whether Barrow 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 Barrow with respect to the benefits of owning Barrow Hanley security.
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