Riversource Series Trust Fund Manager Performance Evaluation
| RCEAX Fund | USD 10.69 0.02 0.19% |
The fund holds a Beta of -0.12, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Riversource Series are expected to decrease at a much lower rate. During the bear market, Riversource Series is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Riversource Series Trust are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Riversource Series showed solid returns over the last few months and may actually be approaching a breakup point.
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Riversource Series Relative Risk vs. Return Landscape
If you would invest 918.00 in Riversource Series Trust on April 27, 2025 and sell it today you would earn a total of 151.00 from holding Riversource Series Trust or generate 16.45% return on investment over 90 days. Riversource Series Trust is currently producing 0.2513% returns and takes up 1.0495% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Riversource, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Riversource Series Current Valuation
Overvalued
Today
Please note that Riversource Series' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Riversource Series Trust holds a recent Real Value of $10.4 per share. The prevailing price of the fund is $10.69. We determine the value of Riversource Series Trust 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 Riversource Series is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Riversource Mutual Fund. However, Riversource Series' 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 10.69 | Real 10.4 | Hype 10.69 | Naive 11.02 |
The intrinsic value of Riversource Series' 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 Riversource Series' 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 Riversource Series Trust helps investors to forecast how Riversource 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 Riversource Series more accurately as focusing exclusively on Riversource Series' fundamentals will not take into account other important factors: Riversource Series Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Riversource Series' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Riversource Series Trust, and traders can use it to determine the average amount a Riversource Series' 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 = 0.2395
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | RCEAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.25 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Riversource Series is performing at about 18% 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 Riversource Series by adding it to a well-diversified portfolio.
Riversource Series Fundamentals Growth
Riversource Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Riversource Series, and Riversource Series 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 Riversource Mutual Fund performance.
About Riversource Series Performance
Evaluating Riversource Series' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Riversource Series 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 Riversource Series 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 investment objective by investing, under normal circumstances, at least 80 percent of its assets in equity investments in issuers economically tied to China. China includes Mainland China, Hong Kong, and Macau. The Advisor expects to invest primarily in common stocks, but may also invest in depositary receipts. This may include securities that trade in local Chinese, Hong Kong, or other foreign exchanges and securities that trade in Renminbi , the official currency of China. The fund is non-diversified.Things to note about Riversource Series Trust performance evaluation
Checking the ongoing alerts about Riversource Series for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Riversource Series Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Riversource Series' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Riversource Series' mutual fund performance include:- Analyzing Riversource Series' 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 Riversource Series' stock is overvalued or undervalued compared to its peers.
- Examining Riversource Series' 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 Riversource Series' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Riversource Series' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Riversource Series' mutual fund. These opinions can provide insight into Riversource Series' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Riversource Mutual Fund
Riversource Series financial ratios help investors to determine whether Riversource 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 Riversource with respect to the benefits of owning Riversource Series security.
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