Fam Equity Income Fund Manager Performance Evaluation
| FAMEX Fund | USD 55.64 0.94 1.72% |
The fund shows a Beta (market volatility) of 0.68, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fam Equity-income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fam Equity-income is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Fam Equity Income Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more1 | Is Famex Financial a Safe or Scam - Traders Union | 01/03/2025 |
| Expense Ratio Date | 1st of May 2023 |
Fam |
Fam Equity-income Relative Risk vs. Return Landscape
If you would invest 5,947 in Fam Equity Income Fund on December 17, 2024 and sell it today you would lose (383.00) from holding Fam Equity Income Fund or give up 6.44% of portfolio value over 90 days. Fam Equity Income Fund is currently producing negative expected returns and takes up 0.9877% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Fam, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fam Equity-income Current Valuation
Fairly Valued
Today
Please note that Fam Equity-income's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fam Equity Income shows a prevailing Real Value of $56.06 per share. The current price of the fund is $55.64. We determine the value of Fam Equity Income 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 Fam Equity-income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fam Mutual Fund. However, Fam Equity-income'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 55.64 | Real 56.06 | Hype 55.64 | Naive 54.59 |
The intrinsic value of Fam Equity-income'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 Fam Equity-income'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 Fam Equity Income Fund helps investors to forecast how Fam 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 Fam Equity-income more accurately as focusing exclusively on Fam Equity-income's fundamentals will not take into account other important factors: Fam Equity-income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fam Equity-income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fam Equity Income Fund, and traders can use it to determine the average amount a Fam Equity-income'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 = -0.1074
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FAMEX |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fam Equity-income is not performing at its full potential. However, 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 Fam Equity-income by adding Fam Equity-income to a well-diversified portfolio.
Fam Equity-income Fundamentals Growth
Fam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fam Equity-income, and Fam Equity-income 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 Fam Mutual Fund performance.
| Price To Earning | 20.87 X | ||||
| Price To Book | 3.33 X | ||||
| Price To Sales | 1.72 X | ||||
About Fam Equity-income Performance
Evaluating Fam Equity-income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fam Equity-income 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 Fam Equity-income 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 funds adviser employs a value approach in making its common stock selections. Generally, the adviser will attempt to remain fully invested in common stocks and securities that are convertible into common stocks, such as convertible bonds and convertible preferred stocks. The fund may invest in the securities of issuers of all sizes and market capitalizations.Things to note about Fam Equity Income performance evaluation
Checking the ongoing alerts about Fam Equity-income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fam Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fam Equity Income generated a negative expected return over the last 90 days | |
| The fund retains about 5.22% of its assets under management (AUM) in cash |
- Analyzing Fam Equity-income'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 Fam Equity-income's stock is overvalued or undervalued compared to its peers.
- Examining Fam Equity-income'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 Fam Equity-income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fam Equity-income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fam Equity-income's mutual fund. These opinions can provide insight into Fam Equity-income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fam Mutual Fund
Fam Equity-income financial ratios help investors to determine whether Fam 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 Fam with respect to the benefits of owning Fam Equity-income security.
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