The Eafe Fund Manager Performance Evaluation

BGEKX Fund  USD 13.63  0.46  3.26%   
The fund shows a Beta (market volatility) of -0.0324, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Eafe Fund are expected to decrease at a much lower rate. During the bear market, Eafe Fund is likely to outperform the market.

Risk-Adjusted Performance

8 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in The Eafe Fund are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Eafe Fund may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Expense Ratio0.5800
  

Eafe Fund Relative Risk vs. Return Landscape

If you would invest  1,315  in The Eafe Fund on September 5, 2024 and sell it today you would earn a total of  95.00  from holding The Eafe Fund or generate 7.22% return on investment over 90 days. The Eafe Fund is currently producing 0.1159% returns and takes up 1.0236% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Eafe, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Eafe Fund is expected to generate 1.36 times less return on investment than the market. In addition to that, the company is 1.37 times more volatile than its market benchmark. It trades about 0.11 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.21 per unit of volatility.

Eafe Fund Current Valuation

Overvalued
Today
13.63
Please note that Eafe Fund's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Eafe Fund shows a prevailing Real Value of $13.09 per share. The current price of the fund is $13.63. We determine the value of Eafe Fund 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 Eafe Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Eafe Mutual Fund. However, Eafe Fund'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  13.63 Real  13.09 Hype  14.1 Naive  14.09
The intrinsic value of Eafe Fund'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 Eafe Fund'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.
13.09
Real Value
14.11
Upside
Estimating the potential upside or downside of The Eafe Fund helps investors to forecast how Eafe 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 Eafe Fund more accurately as focusing exclusively on Eafe Fund's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.7813.9514.11
Details
Hype
Prediction
LowEstimatedHigh
13.0814.1015.12
Details
Naive
Forecast
LowNext ValueHigh
13.0714.0915.11
Details

Eafe Fund Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Eafe Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Eafe Fund, and traders can use it to determine the average amount a Eafe Fund'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 = 0.1133

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Estimated Market Risk

 1.02
  actual daily
9
91% of assets are more volatile

Expected Return

 0.12
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.11
  actual daily
8
92% of assets perform better
Based on monthly moving average Eafe Fund is performing at about 8% 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 Eafe Fund by adding it to a well-diversified portfolio.

Eafe Fund Fundamentals Growth

Eafe Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Eafe Fund, and Eafe Fund 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 Eafe Mutual Fund performance.

About Eafe Fund Performance

Evaluating Eafe Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Eafe Fund 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 Eafe Fund 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 in a diversified, international portfolio of common stocks and other equity securities of issuers located in countries of developed and emerging markets. It invests predominantly in securities issued by companies located in countries outside the U.S., including a range of developed and emerging market countries. The fund may, however, invest up to 10 percent of its net assets in common stocks and other equities of companies located in the U.S.

Things to note about Eafe Fund performance evaluation

Checking the ongoing alerts about Eafe Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Eafe Fund 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 -6.0%
Eafe Fund holds all of its assets under management (AUM) in equities
Evaluating Eafe Fund's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Eafe Fund's mutual fund performance include:
  • Analyzing Eafe Fund'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 Eafe Fund's stock is overvalued or undervalued compared to its peers.
  • Examining Eafe Fund'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 Eafe Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eafe Fund's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Eafe Fund's mutual fund. These opinions can provide insight into Eafe Fund's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Eafe Fund's mutual fund performance is not an exact science, and many factors can impact Eafe Fund's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Eafe Mutual Fund

Eafe Fund financial ratios help investors to determine whether Eafe 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 Eafe with respect to the benefits of owning Eafe Fund security.
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