Blackrock Equity Dividend Fund Manager Performance Evaluation
| MKDVX Fund | USD 21.10 0.09 0.43% |
The fund shows a Beta (market volatility) of -0.0594, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Blackrock Equity are expected to decrease at a much lower rate. During the bear market, Blackrock Equity is likely to outperform the market.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock Equity Dividend are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Blackrock Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | BlackRock Equity Dividend Fund Q2 2024 Commentary - Seeking Alpha | 09/17/2024 |
| Expense Ratio | 0.5900 |
Blackrock |
Blackrock Equity Relative Risk vs. Return Landscape
If you would invest 2,014 in Blackrock Equity Dividend on August 15, 2024 and sell it today you would earn a total of 96.00 from holding Blackrock Equity Dividend or generate 4.77% return on investment over 90 days. Blackrock Equity Dividend is currently producing 0.0757% returns and takes up 0.5991% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Blackrock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blackrock Equity Current Valuation
Fairly Valued
Today
Please note that Blackrock Equity's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blackrock Equity Dividend shows a prevailing Real Value of $20.98 per share. The current price of the fund is $21.1. We determine the value of Blackrock Equity Dividend 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 Blackrock Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Equity'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 21.1 | Real 20.98 | Hype 21.1 | Naive 21.54 |
The intrinsic value of Blackrock Equity'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 Blackrock Equity'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 Blackrock Equity Dividend helps investors to forecast how Blackrock 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 Blackrock Equity more accurately as focusing exclusively on Blackrock Equity's fundamentals will not take into account other important factors: Blackrock Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Equity Dividend, and traders can use it to determine the average amount a Blackrock Equity'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 = 0.1264
| Best Portfolio | Best Equity | |||
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| Cash | MKDVX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Blackrock Equity is performing at about 9% 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 Blackrock Equity by adding it to a well-diversified portfolio.
Blackrock Equity Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Equity, and Blackrock Equity 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 Blackrock Mutual Fund performance.
| Total Asset | 17.6 B | |||
About Blackrock Equity Performance
Evaluating Blackrock Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Equity 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 Blackrock Equity 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 achieve its objective by investing primarily in a diversified portfolio of equity securities. Under normal circumstances, it will invest at least 80 percent of its assets in equity securities and at least 80 percent of its assets in dividend paying securities. The fund may invest in securities of companies with any market capitalization, but will generally focus on large cap securities. It may also invest in convertible securities and non-convertible preferred stock. The fund may invest up to 25 percent of its total assets in securities of foreign issuers.Things to note about Blackrock Equity Dividend performance evaluation
Checking the ongoing alerts about Blackrock Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Equity Dividend 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 about 5.3% of its assets in cash |
- Analyzing Blackrock Equity'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 Blackrock Equity's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Equity'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 Blackrock Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Equity's mutual fund. These opinions can provide insight into Blackrock Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Equity financial ratios help investors to determine whether Blackrock 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 Blackrock with respect to the benefits of owning Blackrock Equity security.
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