Equity Growth Fund Manager Performance Evaluation
| BEQGX Fund | USD 34.61 0.17 0.49% |
The fund shows a Beta (market volatility) of 0.0543, which means not very significant fluctuations relative to the market. As returns on the market increase, Equity Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equity Growth is expected to be smaller as well.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Equity Growth Fund are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Equity Growth may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 0.6600 |
Equity |
Equity Growth Relative Risk vs. Return Landscape
If you would invest 3,154 in Equity Growth Fund on September 12, 2024 and sell it today you would earn a total of 324.00 from holding Equity Growth Fund or generate 10.27% return on investment over 90 days. Equity Growth Fund is currently producing 0.1576% returns and takes up 0.6721% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Equity, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Equity Growth Current Valuation
Undervalued
Today
Please note that Equity Growth's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Equity Growth shows a prevailing Real Value of $37.51 per share. The current price of the fund is $34.61. We determine the value of Equity Growth from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Equity Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Equity Mutual Fund. However, Equity Growth'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 34.61 | Real 37.51 | Hype 34.78 | Naive 34.99 |
The intrinsic value of Equity Growth'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 Equity Growth'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 Equity Growth Fund helps investors to forecast how Equity 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 Equity Growth more accurately as focusing exclusively on Equity Growth's fundamentals will not take into account other important factors: Equity Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equity Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Equity Growth Fund, and traders can use it to determine the average amount a Equity Growth'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 = 0.2344
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BEQGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Equity Growth is performing at about 18% 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 Equity Growth by adding it to a well-diversified portfolio.
Equity Growth Fundamentals Growth
Equity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Equity Growth, and Equity Growth 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 Equity Mutual Fund performance.
| Price To Earning | 17.98 X | |||
| Price To Book | 2.74 X | |||
| Price To Sales | 1.53 X | |||
| Total Asset | 1.37 B | |||
About Equity Growth Performance
Evaluating Equity Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Equity Growth 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 Equity Growth 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 invests at least 80 percent of its net assets in equity securities. In selecting stocks for the fund, the portfolio managers use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. companies from most attractive to least attractive based on an objective set of measures. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.Things to note about Equity Growth performance evaluation
Checking the ongoing alerts about Equity Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Equity Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 99.8% of its assets under management (AUM) in equities |
- Analyzing Equity Growth'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 Equity Growth's stock is overvalued or undervalued compared to its peers.
- Examining Equity Growth'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 Equity Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equity Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Equity Growth's mutual fund. These opinions can provide insight into Equity Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Equity Mutual Fund
Equity Growth financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Growth security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
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