Vest Bitcoin Strategy Fund Manager Performance Evaluation

BTCRX Fund   31.23  0.24  0.76%   
The entity has a beta of 0.22, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vest Bitcoin's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vest Bitcoin 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 Vest Bitcoin Strategy are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Vest Bitcoin showed solid returns over the last few months and may actually be approaching a breakup point.
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Vest Bitcoin Relative Risk vs. Return Landscape

If you would invest  2,590  in Vest Bitcoin Strategy on April 26, 2025 and sell it today you would earn a total of  533.00  from holding Vest Bitcoin Strategy or generate 20.58% return on investment over 90 days. Vest Bitcoin Strategy is currently producing 0.3257% returns and takes up 1.941% volatility of returns over 90 trading days. Put another way, 17% of traded mutual funds are less volatile than Vest, and 94% 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 Vest Bitcoin is expected to generate 2.47 times more return on investment than the market. However, the company is 2.47 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.

Vest Bitcoin Current Valuation

Overvalued
Today
31.23
Please note that Vest Bitcoin's price fluctuation is very steady at this time. Vest Bitcoin Strategy has a current Real Value of USD30.56 per share. The regular price of the fund is USD31.23. Our model measures the value of Vest Bitcoin Strategy from inspecting the fund technical indicators and probability of bankruptcy. In general, investors 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.
Since Vest Bitcoin is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vest Mutual Fund. However, Vest Bitcoin'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  31.23 Real  30.56 Hype  31.23 Naive  30.65
The intrinsic value of Vest Bitcoin'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 Vest Bitcoin'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.
30.56
Real Value
32.49
Upside
Estimating the potential upside or downside of Vest Bitcoin Strategy helps investors to forecast how Vest 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 Vest Bitcoin more accurately as focusing exclusively on Vest Bitcoin's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
26.3628.9831.59
Details
Hype
Prediction
LowEstimatedHigh
29.3031.2333.16
Details
Naive
Forecast
LowNext ValueHigh
28.7230.6532.58
Details

Vest Bitcoin Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Vest Bitcoin's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vest Bitcoin Strategy, and traders can use it to determine the average amount a Vest Bitcoin'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 = 0.1678

Best PortfolioBest Equity
Good Returns
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Negative Returns

Estimated Market Risk

 1.94
  actual daily
17
83% of assets are more volatile

Expected Return

 0.33
  actual daily
6
94% of assets have higher returns

Risk-Adjusted Return

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

About Vest Bitcoin Performance

Evaluating Vest Bitcoin's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vest Bitcoin 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 Vest Bitcoin 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.

Things to note about Vest Bitcoin Strategy performance evaluation

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

Vest Bitcoin financial ratios help investors to determine whether Vest 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 Vest with respect to the benefits of owning Vest Bitcoin security.
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk