Blackrock Exchange Portfolio Fund Manager Performance Evaluation
| STSEX Fund | USD 2,552 10.60 0.41% |
The fund shows a Beta (market volatility) of 0.72, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Blackrock Exchange's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackrock Exchange 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 Blackrock Exchange Portfolio are ranked lower than 26 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Blackrock Exchange showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Exclusive Moodys Sounds Alarm on Private Funds for Individuals - WSJ | 06/10/2025 |
| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 0.8400 |
Blackrock |
Blackrock Exchange Relative Risk vs. Return Landscape
If you would invest 220,625 in Blackrock Exchange Portfolio on April 21, 2025 and sell it today you would earn a total of 34,561 from holding Blackrock Exchange Portfolio or generate 15.67% return on investment over 90 days. Blackrock Exchange Portfolio is currently producing 0.2337% returns and takes up 0.7002% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Blackrock, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blackrock Exchange Current Valuation
Undervalued
Today
Please note that Blackrock Exchange's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Blackrock Exchange shows a prevailing Real Value of $2743.39 per share. The current price of the fund is $2551.86. We determine the value of Blackrock Exchange 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 Exchange is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Exchange'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 2551.86 | Real 2743.39 | Hype 2552.5 | Naive 2533.09 |
The intrinsic value of Blackrock Exchange'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 Exchange'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 Exchange Portfolio 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 Exchange more accurately as focusing exclusively on Blackrock Exchange's fundamentals will not take into account other important factors: Blackrock Exchange Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Exchange's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Exchange Portfolio, and traders can use it to determine the average amount a Blackrock Exchange'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 = 0.3337
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | STSEX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.33 actual daily | 26 74% of assets perform better |
Based on monthly moving average Blackrock Exchange is performing at about 26% 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 Exchange by adding it to a well-diversified portfolio.
Blackrock Exchange Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Exchange, and Blackrock Exchange 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.
| Price To Earning | 18.51 X | ||||
| Price To Book | 2.66 X | ||||
| Price To Sales | 1.99 X | ||||
About Blackrock Exchange Performance
Evaluating Blackrock Exchange's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Exchange 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 Exchange 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 invests largely in, and holds a supervised portfolio comprised of, common stocks or convertible securities, believed by management to have growth potential over the years. In pursuing the objective, the adviser seeks to minimize the recognition of capital gains. The fund currently emphasizes companies with mid to large market capitalizations. Its investments are not, however, limited by a companys market capitalization and the fund may invest in companies with any market capitalization.Things to note about Blackrock Exchange performance evaluation
Checking the ongoing alerts about Blackrock Exchange for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Exchange help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Blackrock Exchange's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Blackrock Exchange's mutual fund performance include:- Analyzing Blackrock Exchange'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 Exchange's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Exchange'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 Exchange's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Exchange's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Exchange's mutual fund. These opinions can provide insight into Blackrock Exchange's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Exchange 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 Exchange security.
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