Blackrock Advantage Small Fund Manager Performance Evaluation
| PSGKX Fund | USD 22.42 0.23 1.02% |
The fund shows a Beta (market volatility) of 0.27, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Blackrock Advantage's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackrock Advantage is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock Advantage Small are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking signals, Blackrock Advantage is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4500 |
Blackrock |
Blackrock Advantage Relative Risk vs. Return Landscape
If you would invest 2,153 in Blackrock Advantage Small on September 19, 2024 and sell it today you would earn a total of 89.00 from holding Blackrock Advantage Small or generate 4.13% return on investment over 90 days. Blackrock Advantage Small is currently producing 0.0715% returns and takes up 1.2114% volatility of returns over 90 trading days. Put another way, 10% 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 Advantage Current Valuation
Fairly Valued
Today
Please note that Blackrock Advantage's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blackrock Advantage Small shows a prevailing Real Value of $22.34 per share. The current price of the fund is $22.42. We determine the value of Blackrock Advantage Small 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 Advantage is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Advantage'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 22.42 | Real 22.34 | Hype 22.42 |
The intrinsic value of Blackrock Advantage'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 Advantage'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 Advantage Small 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 Advantage more accurately as focusing exclusively on Blackrock Advantage's fundamentals will not take into account other important factors: Blackrock Advantage Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Advantage's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Advantage Small, and traders can use it to determine the average amount a Blackrock Advantage'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 = 0.059
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| Cash | PSGKX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.21 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Blackrock Advantage is performing at about 4% 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 Advantage by adding it to a well-diversified portfolio.
Blackrock Advantage Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Advantage, and Blackrock Advantage 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 | 507.46 M | ||||
About Blackrock Advantage Performance
Evaluating Blackrock Advantage's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Advantage 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 Advantage 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 at least 80 percent of its net assets in equity securities of small cap companies and at least 80 percent of its net assets in securities or instruments of issuers located in the United States. The advisor defines these companies as those with market capitalizations, at the time of the funds investment, comparable in size to the companies in the Russell 2000 Growth Index. From time to time it may invest in shares of companies through new issues or initial public offerings .Things to note about Blackrock Advantage Small performance evaluation
Checking the ongoing alerts about Blackrock Advantage for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Advantage Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Blackrock Advantage's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Blackrock Advantage's mutual fund performance include:- Analyzing Blackrock Advantage'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 Advantage's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Advantage'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 Advantage's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Advantage's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Advantage's mutual fund. These opinions can provide insight into Blackrock Advantage's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Advantage 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 Advantage security.
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