Eip Growth And Fund Manager Performance Evaluation
| EIPFX Fund | USD 16.77 0.27 1.58% |
The fund shows a Beta (market volatility) of 0.25, which means not very significant fluctuations relative to the market. As returns on the market increase, Eip Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Eip Growth is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Eip Growth And has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Eip Growth 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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Eip Growth Relative Risk vs. Return Landscape
If you would invest 1,773 in Eip Growth And on January 7, 2025 and sell it today you would lose (96.00) from holding Eip Growth And or give up 5.41% of portfolio value over 90 days. Eip Growth And is currently producing negative expected returns and takes up 1.35% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Eip, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Eip Growth Current Valuation
Fairly Valued
Today
Please note that Eip Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Eip Growth And shows a prevailing Real Value of $17.36 per share. The current price of the fund is $16.77. We determine the value of Eip Growth And from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Eip Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Eip Mutual Fund. However, Eip Growth'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 16.77 | Real 17.36 | Hype 17.04 |
The intrinsic value of Eip Growth'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 Eip Growth'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 Eip Growth And helps investors to forecast how Eip 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 Eip Growth more accurately as focusing exclusively on Eip Growth's fundamentals will not take into account other important factors: Eip Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Eip Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Eip Growth And, and traders can use it to determine the average amount a Eip Growth'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 = -0.0586
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| Negative Returns | EIPFX |
Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Eip Growth is not performing at its full potential. However, 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 Eip Growth by adding Eip Growth to a well-diversified portfolio.
Eip Growth Fundamentals Growth
Eip Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Eip Growth, and Eip Growth 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 Eip Mutual Fund performance.
| Total Asset | 158.6 M | ||||
About Eip Growth Performance
Evaluating Eip Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Eip Growth 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 Eip Growth 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.
Under normal market conditions, the fund pursues its objectives by investing primarily in a diversified portfolio of equity securities of issuers in the energy industry that seek to pay out all or most of their available free cash flow. Eip Growth is traded on NASDAQ Exchange in the United States.Things to note about Eip Growth And performance evaluation
Checking the ongoing alerts about Eip Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Eip Growth And help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Eip Growth And generated a negative expected return over the last 90 days | |
| The fund retains 95.83% of its assets under management (AUM) in equities |
- Analyzing Eip Growth'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 Eip Growth's stock is overvalued or undervalued compared to its peers.
- Examining Eip Growth'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 Eip Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eip Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Eip Growth's mutual fund. These opinions can provide insight into Eip Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Eip Mutual Fund
Eip Growth financial ratios help investors to determine whether Eip 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 Eip with respect to the benefits of owning Eip Growth security.
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