The Ered Bridge Fund Manager Performance Evaluation

TCBAX Fund  USD 9.24  0.03  0.32%   
The entity has a beta of 0.58, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, the Ered's returns are expected to increase less than the market. However, during the bear market, the loss of holding the Ered is expected to be smaller as well.

Risk-Adjusted Performance

6 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in The Ered Bridge are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, The Ered is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date1st of February 2023
Expense Ratio1.7200
  

The Ered Relative Risk vs. Return Landscape

If you would invest  903.00  in The Ered Bridge on December 29, 2023 and sell it today you would earn a total of  21.00  from holding The Ered Bridge or generate 2.33% return on investment over 90 days. The Ered Bridge is currently producing 0.0382% returns and takes up 0.471% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than The, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon The Ered is expected to generate 3.55 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.21 times less risky than the market. It trades about 0.08 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 of returns per unit of risk over similar time horizon.

The Ered Current Valuation

Fairly Valued
Today
9.24
Please note that The Ered's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. The Ered Bridge has a current Real Value of $9.21 per share. The regular price of the fund is $9.24. We determine the value of The Ered Bridge from inspecting 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 draw towards each other.
Our valuation method for The Ered Bridge is useful when determining the fair value of the The mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of The Ered. Since The Ered is currently traded on the exchange, buyers and sellers on that exchange determine the market value of The Mutual Fund. However, The Ered'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  9.24 Real  9.21 Hype  9.24
The real value of The Mutual Fund, also known as its intrinsic value, is the underlying worth of The Ered Bridge Mutual Fund, which is reflected in its stock price. It is based on The Ered's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of The Ered'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 The Ered'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.
9.21
Real Value
9.68
Upside
Estimating the potential upside or downside of The Ered Bridge helps investors to forecast how The 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 The Ered more accurately as focusing exclusively on The Ered's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
8.779.249.71
Details

The Ered Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for The Ered's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Ered Bridge, and traders can use it to determine the average amount a The Ered'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 = 0.0811

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Negative ReturnsTCBAX

Estimated Market Risk

 0.47
  actual daily
4
96% of assets are more volatile

Expected Return

 0.04
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.08
  actual daily
6
94% of assets perform better
Based on monthly moving average The Ered is performing at about 6% 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 The Ered by adding it to a well-diversified portfolio.

The Ered Fundamentals Growth

The Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of The Ered, and The Ered 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 The Mutual Fund performance.

About The Ered Performance

To evaluate The Ered Bridge Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when The Ered generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare The Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand The Ered Bridge market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents The's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to meet its investment objective by investing, under normal market conditions, in dividend paying equity securities of domestic and foreign large capitalization companies. The advisor expects to invest up to 20 percent of the funds assets in foreign securities and the remainder in domestic securities. It is expected that the funds strategy will result in high portfolio turnover.

Things to note about The Ered Bridge performance evaluation

Checking the ongoing alerts about The Ered for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for The Ered Bridge help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 96.88% of its assets in stocks
Evaluating The Ered's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate The Ered's mutual fund performance include:
  • Analyzing The Ered'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 The Ered's stock is overvalued or undervalued compared to its peers.
  • Examining The Ered'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 The Ered's management team can have a significant impact on its success or failure. Reviewing the track record and experience of The Ered's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of The Ered's mutual fund. These opinions can provide insight into The Ered's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating The Ered's mutual fund performance is not an exact science, and many factors can impact The Ered's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in The Ered Bridge. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the The Ered Bridge information on this page should be used as a complementary analysis to other The Ered's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.

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When running The Ered's price analysis, check to measure The Ered's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy The Ered is operating at the current time. Most of The Ered's value examination focuses on studying past and present price action to predict the probability of The Ered's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move The Ered's price. Additionally, you may evaluate how the addition of The Ered to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between The Ered's value and its price as these two are different measures arrived at by different means. Investors typically determine if The Ered is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, The Ered's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.