Blackrock Retirement Income Fund Manager Performance Evaluation
| BRICX Fund | USD 84.95 0.39 0.46% |
The fund shows a Beta (market volatility) of 0.0874, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Blackrock Retirement's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackrock Retirement is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Blackrock Retirement Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Blackrock Retirement is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreBlackrock |
Blackrock Retirement Relative Risk vs. Return Landscape
If you would invest 8,763 in Blackrock Retirement Income on September 29, 2024 and sell it today you would lose (268.00) from holding Blackrock Retirement Income or give up 3.06% of portfolio value over 90 days. Blackrock Retirement Income is currently producing negative expected returns and takes up 0.2842% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Blackrock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blackrock Retirement Current Valuation
Fairly Valued
Today
Please note that Blackrock Retirement's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blackrock Retirement shows a prevailing Real Value of $85.22 per share. The current price of the fund is $84.95. We determine the value of Blackrock Retirement 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 Blackrock Retirement is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Retirement'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 84.95 | Real 85.22 | Hype 84.95 |
The intrinsic value of Blackrock Retirement'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 Blackrock Retirement'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 Blackrock Retirement Income helps investors to forecast how Blackrock 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 Blackrock Retirement more accurately as focusing exclusively on Blackrock Retirement's fundamentals will not take into account other important factors: Blackrock Retirement Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Retirement's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Retirement Income, and traders can use it to determine the average amount a Blackrock Retirement'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 = -0.1693
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BRICX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.05 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 Blackrock Retirement 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 Blackrock Retirement by adding Blackrock Retirement to a well-diversified portfolio.
Blackrock Retirement Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Retirement, and Blackrock Retirement 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 Blackrock Mutual Fund performance.
| Total Asset | 5.32 M | ||||
About Blackrock Retirement Performance
Evaluating Blackrock Retirement's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Retirement 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 Blackrock Retirement 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 substantially all of its assets in BlackRock Multi-Asset Income Portfolio, a series of BlackRock Funds II, which seeks to maximize current income with consideration for capital appreciation. Under normal circumstances, the fund, indirectly through its investment in MAI, may invest up to 60 percent of its assets in equity securities and up to 100 percent of its assets in fixed-income securities.Things to note about Blackrock Retirement performance evaluation
Checking the ongoing alerts about Blackrock Retirement for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Retirement help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Blackrock Retirement generated a negative expected return over the last 90 days | |
| The fund holds about 8.93% of its assets under management (AUM) in cash |
- Analyzing Blackrock Retirement'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 Blackrock Retirement's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Retirement'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 Blackrock Retirement's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Retirement's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Retirement's mutual fund. These opinions can provide insight into Blackrock Retirement's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Retirement financial ratios help investors to determine whether Blackrock 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 Blackrock with respect to the benefits of owning Blackrock Retirement security.
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