Rbc Funds Trust Fund Manager Performance Evaluation
| RBIAX Fund | USD 10.13 0.01 0.1% |
The fund holds a Beta of 0.0913, which implies not very significant fluctuations relative to the market. As returns on the market increase, Rbc Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Rbc Funds is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Rbc Funds Trust are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Rbc Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreRbc |
Rbc Funds Relative Risk vs. Return Landscape
If you would invest 993.00 in Rbc Funds Trust on August 31, 2024 and sell it today you would earn a total of 20.00 from holding Rbc Funds Trust or generate 2.01% return on investment over 90 days. Rbc Funds Trust is currently producing 0.032% returns and takes up 0.2479% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Rbc, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rbc Funds Current Valuation
Fairly Valued
Today
Please note that Rbc Funds' price fluctuation is very steady at this time. Rbc Funds Trust holds a recent Real Value of $10.11 per share. The prevailing price of the fund is $10.13. Our model determines the value of Rbc Funds Trust from analyzing the fund technical indicators and probability of bankruptcy. In general, investors support 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 Rbc Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rbc Mutual Fund. However, Rbc Funds' 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 10.13 | Real 10.11 | Hype 10.13 | Naive 10.12 |
The intrinsic value of Rbc Funds' 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 Rbc Funds' 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 Rbc Funds Trust helps investors to forecast how Rbc 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 Rbc Funds more accurately as focusing exclusively on Rbc Funds' fundamentals will not take into account other important factors: Rbc Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbc Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rbc Funds Trust, and traders can use it to determine the average amount a Rbc Funds' 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 = 0.1289
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RBIAX |
Estimated Market Risk
| 0.25 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Rbc Funds is performing at about 10% 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 Rbc Funds by adding it to a well-diversified portfolio.
About Rbc Funds Performance
Evaluating Rbc Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rbc Funds 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 Rbc Funds 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 in fixed income securities. The fixed income securities in which the fund may invest include, but are not limited to, bonds, municipal securities, mortgage-related and asset-backed securities and obligations of U.S. and foreign governments and their agencies. The fund will invest primarily in U.S. domestic investment grade bonds, but will be allowed to invest flexibly across sectors, including non-US and non-investment grade securities.Things to note about Rbc Funds Trust performance evaluation
Checking the ongoing alerts about Rbc Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rbc Funds Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Rbc Funds' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Rbc Funds' mutual fund performance include:- Analyzing Rbc Funds' 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 Rbc Funds' stock is overvalued or undervalued compared to its peers.
- Examining Rbc Funds' 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 Rbc Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbc Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbc Funds' mutual fund. These opinions can provide insight into Rbc Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rbc Mutual Fund
Rbc Funds financial ratios help investors to determine whether Rbc 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 Rbc with respect to the benefits of owning Rbc Funds security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |