Bmo In Retirement Fund Manager Performance Evaluation
| BTRIX Fund | USD 9.07 0.01 0.11% |
The fund shows a Beta (market volatility) of 0.0928, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Bmo In's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bmo In is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Bmo In Retirement Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Bmo In is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Ruair Casey Questions of Funding - London Review of Books | 11/07/2024 |
| Expense Ratio | 0.3500 |
Bmo |
Bmo In Relative Risk vs. Return Landscape
If you would invest 947.00 in Bmo In Retirement Fund on September 30, 2024 and sell it today you would lose (40.00) from holding Bmo In Retirement Fund or give up 4.22% of portfolio value over 90 days. Bmo In Retirement Fund is currently producing negative expected returns and takes up 0.3502% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Bmo, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bmo In Current Valuation
Fairly Valued
Today
Please note that Bmo In's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Bmo In Retirement shows a prevailing Real Value of $9.12 per share. The current price of the fund is $9.07. We determine the value of Bmo In 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 Bmo In is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bmo Mutual Fund. However, Bmo In'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 9.07 | Real 9.12 | Hype 9.07 |
The intrinsic value of Bmo In'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 Bmo In'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 Bmo In Retirement Fund helps investors to forecast how Bmo 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 Bmo In more accurately as focusing exclusively on Bmo In's fundamentals will not take into account other important factors: Bmo In Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bmo In's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bmo In Retirement Fund, and traders can use it to determine the average amount a Bmo In'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 = -0.1908
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BTRIX |
Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bmo In 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 Bmo In by adding Bmo In to a well-diversified portfolio.
Bmo In Fundamentals Growth
Bmo Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bmo In, and Bmo In 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 Bmo Mutual Fund performance.
| Price To Earning | 17.89 X | ||||
| Price To Book | 2.35 X | ||||
| Price To Sales | 1.53 X | ||||
About Bmo In Performance
Evaluating Bmo In's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bmo In 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 Bmo In 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 fixed income securities and other debt instruments. Fixed income securities and other debt instruments include corporate bonds, including high yield bonds, commercial paper, debt securities issued or guaranteed by the U.S. government and its agencies and instrumentalities, TIPS, municipal bonds, bank loans, loan participations and assignments,mortgage- and asset-backed securities,fixed-income structured products and convertible securities.Things to note about Bmo In Retirement performance evaluation
Checking the ongoing alerts about Bmo In for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bmo In Retirement help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bmo In Retirement generated a negative expected return over the last 90 days | |
| Bmo In Retirement generated five year return of -1.0% | |
| This fund holds about 12.04% of its assets under management (AUM) in cash |
- Analyzing Bmo In'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 Bmo In's stock is overvalued or undervalued compared to its peers.
- Examining Bmo In'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 Bmo In's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bmo In's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bmo In's mutual fund. These opinions can provide insight into Bmo In's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bmo Mutual Fund
Bmo In financial ratios help investors to determine whether Bmo 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 Bmo with respect to the benefits of owning Bmo In security.
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