Fpa New Financials
| FPNIX Fund | USD 9.94 0.01 0.10% |
Fpa |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Fpa New Fund Summary
Fpa New competes with Energy Basic, Adams Natural, Vanguard Energy, Franklin Natural, and Oil Gas. The fund primarily invests in a diversified portfolio of debt securities, cash and cash equivalents. FPA New is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3025441011 |
| Business Address | FPA Newome |
| Mutual Fund Family | FPA |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 982 4372 |
| Currency | USD - US Dollar |
Fpa New Key Financial Ratios
Fpa Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fpa New's current stock value. Our valuation model uses many indicators to compare Fpa New value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fpa New competition to find correlations between indicators driving Fpa New's intrinsic value. More Info.Fpa New Income is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 96.50 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fpa New's earnings, one of the primary drivers of an investment's value.Fpa New Income Systematic Risk
Fpa New's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fpa New volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Fpa New Income correlated with the market. If Beta is less than 0 Fpa New generally moves in the opposite direction as compared to the market. If Fpa New Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fpa New Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fpa New is generally in the same direction as the market. If Beta > 1 Fpa New moves generally in the same direction as, but more than the movement of the benchmark.
Fpa New March 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fpa New help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fpa New Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fpa New Income based on widely used predictive technical indicators. In general, we focus on analyzing Fpa Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fpa New's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1716 | |||
| Information Ratio | 0.5931 | |||
| Maximum Drawdown | 0.7215 | |||
| Value At Risk | (0.20) | |||
| Potential Upside | 0.3096 |
Other Information on Investing in Fpa Mutual Fund
Fpa New financial ratios help investors to determine whether Fpa 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 Fpa with respect to the benefits of owning Fpa New security.
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