Europac International Value Fund Manager Performance Evaluation

EPVIX Fund  USD 13.95  0.01  0.07%   
The fund shows a Beta (market volatility) of 0.44, which means possible diversification benefits within a given portfolio. As returns on the market increase, Europac International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Europac International is expected to be smaller as well.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Europac International Value are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Europac International may actually be approaching a critical reversion point that can send shares even higher in December 2025.
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Expense Ratio Date1st of March 2023
Expense Ratio1.4800
  

Europac International Relative Risk vs. Return Landscape

If you would invest  1,309  in Europac International Value on August 21, 2025 and sell it today you would earn a total of  86.00  from holding Europac International Value or generate 6.57% return on investment over 90 days. Europac International Value is currently producing 0.1049% returns and takes up 0.8879% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Europac, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Europac International is expected to generate 1.28 times more return on investment than the market. However, the company is 1.28 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Europac International Current Valuation

Fairly Valued
Today
13.95
Please note that Europac International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Europac International shows a prevailing Real Value of $13.92 per share. The current price of the fund is $13.95. We determine the value of Europac International from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Europac International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Europac Mutual Fund. However, Europac International'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  13.95 Real  13.92 Hype  13.95
The intrinsic value of Europac International'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 Europac International'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.
13.92
Real Value
14.81
Upside
Estimating the potential upside or downside of Europac International Value helps investors to forecast how Europac 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 Europac International more accurately as focusing exclusively on Europac International's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
13.0613.9514.84
Details

Europac International Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Europac International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Europac International Value, and traders can use it to determine the average amount a Europac International'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 = 0.1182

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Estimated Market Risk

 0.89
  actual daily
7
93% of assets are more volatile

Expected Return

 0.1
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.12
  actual daily
9
91% of assets perform better
Based on monthly moving average Europac International 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 Europac International by adding it to a well-diversified portfolio.

Europac International Fundamentals Growth

Europac Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Europac International, and Europac International 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 Europac Mutual Fund performance.

About Europac International Performance

Evaluating Europac International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Europac International 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 Europac International 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 market conditions, the fund will invest at least 80 percent of its net assets in common stocks of companies located in Europe or the Pacific Rim. The funds advisor considers a country to be part of Europe if it is included in one of the MSCI European indexes and part of the Pacific Rim if any of its borders touches the Pacific Ocean. The fund will invest in large-, mid-, and small-capitalization companies that are considered by the funds advisor to be value oriented and dividend paying companies.

Things to note about Europac International performance evaluation

Checking the ongoing alerts about Europac International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Europac International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund retains about 8.73% of its assets under management (AUM) in cash
Evaluating Europac International's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Europac International's mutual fund performance include:
  • Analyzing Europac International'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 Europac International's stock is overvalued or undervalued compared to its peers.
  • Examining Europac International'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 Europac International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Europac International's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Europac International's mutual fund. These opinions can provide insight into Europac International's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Europac International's mutual fund performance is not an exact science, and many factors can impact Europac International's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Europac Mutual Fund

Europac International financial ratios help investors to determine whether Europac 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 Europac with respect to the benefits of owning Europac International security.
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