Zacks All Cap Core Fund Manager Performance Evaluation
| CZOVX Fund | USD 30.76 0.10 0.33% |
The entity maintains a market beta of 0.0928, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Zacks All's returns are expected to increase less than the market. However, during the bear market, the loss of holding Zacks All is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Zacks All Cap Core are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Zacks All may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of April 2023 | |
| Expense Ratio | 1.0000 |
Zacks |
Zacks All Relative Risk vs. Return Landscape
If you would invest 2,869 in Zacks All Cap Core on September 16, 2024 and sell it today you would earn a total of 207.00 from holding Zacks All Cap Core or generate 7.22% return on investment over 90 days. Zacks All Cap Core is currently producing 0.1094% returns and takes up 0.6691% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Zacks, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Zacks All Current Valuation
Fairly Valued
Today
Please note that Zacks All's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Zacks All Cap maintains a prevalent Real Value of $30.6 per share. The last-minute price of the fund is $30.76. We determine the value of Zacks All Cap from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Zacks All is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Zacks Mutual Fund. However, Zacks All'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 30.76 | Real 30.6 | Hype 30.76 | Naive 30.35 |
The intrinsic value of Zacks All'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 Zacks All'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 Zacks All Cap Core helps investors to forecast how Zacks 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 Zacks All more accurately as focusing exclusively on Zacks All's fundamentals will not take into account other important factors: Zacks All Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Zacks All's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Zacks All Cap Core, and traders can use it to determine the average amount a Zacks All'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 = 0.1636
| Best Portfolio | Best Equity | |||
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| Cash | CZOVX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Zacks All is performing at about 12% 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 Zacks All by adding it to a well-diversified portfolio.
Zacks All Fundamentals Growth
Zacks Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Zacks All, and Zacks All 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 Zacks Mutual Fund performance.
About Zacks All Performance
Evaluating Zacks All's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Zacks All 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 Zacks All 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 pursues its investment objectives by applying a hybrid research process, which uses both quantitative and qualitative criteria. The Advisor uses the Zacks Rank, a proprietary model, to quantitatively assess the attractiveness of a large universe of stocks based primarily on an analysis of changing patterns of earnings estimates for a company. It invests primarily in equity securities of U.S. issuers. The fund also may invest in equity securities of Canadian issuers and American Depository Receipts .Things to note about Zacks All Cap performance evaluation
Checking the ongoing alerts about Zacks All for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Zacks All Cap 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 97.09% of its assets under management (AUM) in equities |
- Analyzing Zacks All'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 Zacks All's stock is overvalued or undervalued compared to its peers.
- Examining Zacks All'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 Zacks All's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Zacks All's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Zacks All's mutual fund. These opinions can provide insight into Zacks All's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Zacks Mutual Fund
Zacks All financial ratios help investors to determine whether Zacks 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 Zacks with respect to the benefits of owning Zacks All security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |