Multi Index 2030 Lifetime Fund Manager Performance Evaluation
| JRTIX Fund | USD 12.83 0.03 0.23% |
The fund secures a Beta (Market Risk) of 0.0911, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Multi Index's returns are expected to increase less than the market. However, during the bear market, the loss of holding Multi Index is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Multi Index 2030 Lifetime are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Multi Index is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5800 |
Multi |
Multi Index Relative Risk vs. Return Landscape
If you would invest 1,246 in Multi Index 2030 Lifetime on September 12, 2024 and sell it today you would earn a total of 37.00 from holding Multi Index 2030 Lifetime or generate 2.97% return on investment over 90 days. Multi Index 2030 Lifetime is currently producing 0.0465% returns and takes up 0.3952% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Multi, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Multi Index Current Valuation
Fairly Valued
Today
Please note that Multi Index's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Multi Index 2030 secures a last-minute Real Value of $12.77 per share. The latest price of the fund is $12.83. We determine the value of Multi Index 2030 from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Multi Index is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Multi Mutual Fund. However, Multi Index'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 12.83 | Real 12.77 | Hype 12.8 | Naive 12.82 |
The intrinsic value of Multi Index'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 Multi Index'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 Multi Index 2030 Lifetime helps investors to forecast how Multi 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 Multi Index more accurately as focusing exclusively on Multi Index's fundamentals will not take into account other important factors: Multi Index Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Multi Index's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Multi Index 2030 Lifetime, and traders can use it to determine the average amount a Multi Index'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 = 0.1177
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JRTIX |
Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Multi Index is performing at about 9% 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 Multi Index by adding it to a well-diversified portfolio.
Multi Index Fundamentals Growth
Multi Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Multi Index, and Multi Index 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 Multi Mutual Fund performance.
| Total Asset | 484.41 M | ||||
About Multi Index Performance
Evaluating Multi Index's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Multi Index 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 Multi Index 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 underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2030. The managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.Things to note about Multi Index 2030 performance evaluation
Checking the ongoing alerts about Multi Index for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Multi Index 2030 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 10.34% of its assets under management (AUM) in cash |
- Analyzing Multi Index'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 Multi Index's stock is overvalued or undervalued compared to its peers.
- Examining Multi Index'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 Multi Index's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Multi Index's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Multi Index's mutual fund. These opinions can provide insight into Multi Index's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Multi Mutual Fund
Multi Index financial ratios help investors to determine whether Multi 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 Multi with respect to the benefits of owning Multi Index security.
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| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
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| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |