Blackrock Strategic Opps Fund Manager Performance Evaluation
| BSICX Fund | USD 9.54 0.02 0.21% |
The fund shows a Beta (market volatility) of 0.0207, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Blackrock Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackrock Strategic is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock Strategic Opps are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Blackrock Strategic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.7200 |
Blackrock |
Blackrock Strategic Relative Risk vs. Return Landscape
If you would invest 950.00 in Blackrock Strategic Opps on September 3, 2024 and sell it today you would earn a total of 4.00 from holding Blackrock Strategic Opps or generate 0.42% return on investment over 90 days. Blackrock Strategic Opps is currently producing 0.0067% returns and takes up 0.1549% volatility of returns over 90 trading days. Put another way, 1% 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 Strategic Current Valuation
Fairly Valued
Today
Please note that Blackrock Strategic's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blackrock Strategic Opps shows a prevailing Real Value of $9.44 per share. The current price of the fund is $9.54. We determine the value of Blackrock Strategic Opps 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 Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Strategic'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 9.54 | Real 9.44 | Hype 9.54 | Naive 9.54 |
The intrinsic value of Blackrock Strategic'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 Strategic'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 Strategic Opps 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 Strategic more accurately as focusing exclusively on Blackrock Strategic's fundamentals will not take into account other important factors: Blackrock Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Strategic Opps, and traders can use it to determine the average amount a Blackrock Strategic'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 = 0.0431
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| Negative Returns | BSICX |
Estimated Market Risk
| 0.15 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Blackrock Strategic is performing at about 3% 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 Blackrock Strategic by adding it to a well-diversified portfolio.
Blackrock Strategic Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Strategic, and Blackrock Strategic 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.
| Price To Earning | 13.63 X | |||
| Price To Book | 1.28 X | |||
| Price To Sales | 1.43 X | |||
| Total Asset | 111.06 M | |||
About Blackrock Strategic Performance
Evaluating Blackrock Strategic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Strategic 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 Strategic 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 will invest in a combination of fixed-income securities, including, but not limited to high yield securities, international securities, emerging markets debt and mortgages. It may invest significantly in non-investment grade bonds . It may invest up to 15 percent of its net assets in collateralized debt obligations, of which 10 percent may be in collateralized loan obligations.Things to note about Blackrock Strategic Opps performance evaluation
Checking the ongoing alerts about Blackrock Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Strategic Opps 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 about 16.26% of its assets under management (AUM) in fixed income securities |
- Analyzing Blackrock Strategic'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 Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Strategic'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 Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Strategic's mutual fund. These opinions can provide insight into Blackrock Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Strategic 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 Strategic security.
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| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |