Quantex Fund Institutional Fund Manager Performance Evaluation
| QNTIX Fund | USD 37.74 0.08 0.21% |
The fund holds a Beta of 0.76, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Quantex Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Quantex Fund is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Quantex Fund Institutional are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Quantex Fund showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.5800 |
Quantex |
Quantex Fund Relative Risk vs. Return Landscape
If you would invest 3,267 in Quantex Fund Institutional on April 23, 2025 and sell it today you would earn a total of 507.00 from holding Quantex Fund Institutional or generate 15.52% return on investment over 90 days. Quantex Fund Institutional is currently producing 0.2352% returns and takes up 0.6734% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Quantex, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Quantex Fund Current Valuation
Undervalued
Today
Please note that Quantex Fund's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Quantex Fund Institu holds a recent Real Value of $39.55 per share. The prevailing price of the fund is $37.74. We determine the value of Quantex Fund Institu from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Quantex Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Quantex Mutual Fund. However, Quantex Fund'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 37.74 | Real 39.55 | Hype 31.44 |
The intrinsic value of Quantex Fund'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 Quantex Fund'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 Quantex Fund Institutional helps investors to forecast how Quantex 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 Quantex Fund more accurately as focusing exclusively on Quantex Fund's fundamentals will not take into account other important factors: Quantex Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Quantex Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Quantex Fund Institutional, and traders can use it to determine the average amount a Quantex Fund'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 = 0.3492
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | QNTIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.67 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.35 actual daily | 27 73% of assets perform better |
Based on monthly moving average Quantex Fund is performing at about 27% 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 Quantex Fund by adding it to a well-diversified portfolio.
Quantex Fund Fundamentals Growth
Quantex Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Quantex Fund, and Quantex Fund 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 Quantex Mutual Fund performance.
| Total Asset | 17.6 M | ||||
About Quantex Fund Performance
Evaluating Quantex Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Quantex Fund 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 Quantex Fund 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 circumstances, the fund will invest at least 80 percent of its net assets in common stocks or underlying funds investing in equity securities. The fund will also typically invest between 10 percent and 40 percent of its net assets in international equity securities or underlying funds primarily investing in international equities, including companies that conduct their principal business activities in emerging markets.Things to note about Quantex Fund Institu performance evaluation
Checking the ongoing alerts about Quantex Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Quantex Fund Institu 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 7.96% of its assets in cash |
- Analyzing Quantex Fund'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 Quantex Fund's stock is overvalued or undervalued compared to its peers.
- Examining Quantex Fund'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 Quantex Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Quantex Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Quantex Fund's mutual fund. These opinions can provide insight into Quantex Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Quantex Mutual Fund
Quantex Fund financial ratios help investors to determine whether Quantex 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 Quantex with respect to the benefits of owning Quantex Fund security.
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