Blackrock Mutual Fund Manager Performance Evaluation

BCGPX
 Fund
  

USD 13.64  0.02  0.15%   

The fund shows a Beta (market volatility) of 0.6053, which signifies possible diversification benefits within a given portfolio. Let's try to break down what Blackrock's beta means in this case. As returns on the market increase, Blackrock 6040 returns are expected to increase less than the market. However, during the bear market, the loss on holding Blackrock 6040 will be expected to be smaller as well. Although it is important to respect Blackrock 6040 Target historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy in foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Blackrock 6040 Target technical indicators, you can presently evaluate if the expected return of 0.0457% will be sustainable into the future.
  
Blackrock Performance
3 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock 6040 Target are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Blackrock 6040 is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors.
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Blackrock Price Channel

Fifty Two Week Low12.53
Fifty Two Week High16.47
Annual Report Expense Ratio1.43%

Blackrock 6040 Relative Risk vs. Return Landscape

If you would invest  1,328  in Blackrock 6040 Target on May 21, 2022 and sell it today you would earn a total of  34.00  from holding Blackrock 6040 Target or generate 2.56% return on investment over 90 days. Blackrock 6040 Target is currently producing 0.0457% returns and takes up 0.997% volatility of returns over 90 trading days. Put another way, 8% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Blackrock 6040 is expected to generate 2.11 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.16 times less risky than the market. It trades about 0.05 of its potential returns per unit of risk. The DOW is currently generating roughly 0.08 of returns per unit of risk over similar time horizon.

Blackrock 6040 Current Valuation

Fairly Valued
Today 13.64
Please note that Blackrock 6040's price fluctuation is very steady at this time.
Blackrock 6040 Target shows a prevailing Real Value of $13.5 per share. The current price of the fund is $13.64. At this time, the entity appears to be fairly valued. We determine the value of Blackrock 6040 Target 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.
Our valuation method for Blackrock 6040 Target is useful when determining the fair value of the Blackrock mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Blackrock 6040. Since Blackrock 6040 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock 6040'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.
13.50
Real Value
14.50
Upside
Estimating the potential upside or downside of Blackrock 6040 Target 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 6040 more accurately as focusing exclusively on Blackrock 6040's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.4313.1213.82
Details
Hype
Prediction
LowEstimated ValueHigh
12.6213.6214.62
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.620.650.68
Details

Blackrock 6040 Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock 6040's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock 6040 Target, and traders can use it to determine the average amount a Blackrock 6040'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 = 0.0459

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Estimated Market Risk
 1.0
  actual daily
 
 8 %
of total potential
 
88
Expected Return
 0.05
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 0 %
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00
Risk-Adjusted Return
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 3 %
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33
Based on monthly moving average Blackrock 6040 is performing at about 3% 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 6040 by adding it to a well-diversified portfolio.

About Blackrock 6040 Performance

To evaluate Blackrock 6040 Target Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Blackrock 6040 generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Blackrock Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Blackrock 6040 Target market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Blackrock's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 60 percent of its assets and exposure to fixed-income securities in an amount equal to 40 percent of its assets. Blackrock 6040 is traded on NASDAQ Exchange in the United States.

Things to note about Blackrock 6040 Target

Checking the ongoing alerts about Blackrock 6040 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock 6040 Target help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Blackrock 6040 Alerts

Equity Alerts and Improvement Suggestions

Blackrock 6040 is unlikely to experience financial distress in the next 2 years
The fund holds about 9.88% of its assets under management (AUM) in cash
Continue to Trending Equities. Note that the Blackrock 6040 Target information on this page should be used as a complementary analysis to other Blackrock 6040's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Blackrock 6040 Target price analysis, check to measure Blackrock 6040's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Blackrock 6040 is operating at the current time. Most of Blackrock 6040's value examination focuses on studying past and present price action to predict the probability of Blackrock 6040's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Blackrock 6040's price. Additionally, you may evaluate how the addition of Blackrock 6040 to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Blackrock 6040's value and its price as these two are different measures arrived at by different means. Investors typically determine Blackrock 6040 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Blackrock 6040's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.