Bitcoin Strategy Profund Fund Manager Performance Evaluation

BTCFX Fund  USD 32.37  0.25  0.77%   
The fund shows a Beta (market volatility) of 0.22, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Bitcoin Strategy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bitcoin Strategy is expected to be smaller as well.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Bitcoin Strategy Profund are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Bitcoin Strategy showed solid returns over the last few months and may actually be approaching a breakup point.
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Bitcoin Strategy Relative Risk vs. Return Landscape

If you would invest  2,629  in Bitcoin Strategy Profund on April 26, 2025 and sell it today you would earn a total of  608.00  from holding Bitcoin Strategy Profund or generate 23.13% return on investment over 90 days. Bitcoin Strategy Profund is currently producing 0.363% returns and takes up 2.0926% volatility of returns over 90 trading days. Put another way, 18% of traded mutual funds are less volatile than Bitcoin, and 93% 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 Bitcoin Strategy is expected to generate 2.68 times more return on investment than the market. However, the company is 2.68 times more volatile than its market benchmark. It trades about 0.17 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.22 per unit of risk.

Bitcoin Strategy Current Valuation

Undervalued
Today
32.37
Please note that Bitcoin Strategy's price fluctuation is slightly risky at this time. At this time, the entity appears to be undervalued. Bitcoin Strategy Profund shows a prevailing Real Value of $3.68 per share. The current price of the fund is $32.37. We determine the value of Bitcoin Strategy Profund 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 Bitcoin Strategy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bitcoin Mutual Fund. However, Bitcoin Strategy'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  32.37 Real  3.68 Hype  0.0 Naive  31.77
The intrinsic value of Bitcoin Strategy'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 Bitcoin Strategy'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.
3.68
Real Value
5.77
Upside
Estimating the potential upside or downside of Bitcoin Strategy Profund helps investors to forecast how Bitcoin 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 Bitcoin Strategy more accurately as focusing exclusively on Bitcoin Strategy's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
27.7330.7233.72
Details
Hype
Prediction
LowEstimatedHigh
0.000.002.09
Details
Naive
Forecast
LowNext ValueHigh
29.6831.7733.87
Details

Bitcoin Strategy Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Bitcoin Strategy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bitcoin Strategy Profund, and traders can use it to determine the average amount a Bitcoin Strategy'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 = 0.1735

Best PortfolioBest Equity
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Estimated Market Risk

 2.09
  actual daily
18
82% of assets are more volatile

Expected Return

 0.36
  actual daily
7
93% of assets have higher returns

Risk-Adjusted Return

 0.17
  actual daily
13
87% of assets perform better
Based on monthly moving average Bitcoin Strategy is performing at about 13% 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 Bitcoin Strategy by adding it to a well-diversified portfolio.

Bitcoin Strategy Fundamentals Growth

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

About Bitcoin Strategy Performance

Evaluating Bitcoin Strategy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bitcoin Strategy 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 Bitcoin Strategy 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 seeks to provide capital appreciation by investing all or substantially all of its assets through actively managed exposure to bitcoin futures contracts. Bitcoin Strategy is traded on NASDAQ Exchange in the United States.

Things to note about Bitcoin Strategy Profund performance evaluation

Checking the ongoing alerts about Bitcoin Strategy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bitcoin Strategy Profund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund holds all of the assets under management (AUM) in different types of exotic instruments
Evaluating Bitcoin Strategy's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Bitcoin Strategy's mutual fund performance include:
  • Analyzing Bitcoin Strategy'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 Bitcoin Strategy's stock is overvalued or undervalued compared to its peers.
  • Examining Bitcoin Strategy'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 Bitcoin Strategy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bitcoin Strategy's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Bitcoin Strategy's mutual fund. These opinions can provide insight into Bitcoin Strategy's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Bitcoin Strategy's mutual fund performance is not an exact science, and many factors can impact Bitcoin Strategy'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.

Other Information on Investing in Bitcoin Mutual Fund

Bitcoin Strategy financial ratios help investors to determine whether Bitcoin 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 Bitcoin with respect to the benefits of owning Bitcoin Strategy security.
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