First Eagle Credit Fund Manager Performance Evaluation
| FECRX Fund | USD 22.73 0.14 0.62% |
The fund shows a Beta (market volatility) of 0.0145, which means not very significant fluctuations relative to the market. As returns on the market increase, First Eagle's returns are expected to increase less than the market. However, during the bear market, the loss of holding First Eagle is expected to be smaller as well.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Eagle Credit are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, First Eagle is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreFirst |
First Eagle Relative Risk vs. Return Landscape
If you would invest 2,249 in First Eagle Credit on December 5, 2024 and sell it today you would earn a total of 24.00 from holding First Eagle Credit or generate 1.07% return on investment over 90 days. First Eagle Credit is currently producing 0.0181% returns and takes up 0.1757% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than First, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
First Eagle Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Eagle's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as First Eagle Credit, and traders can use it to determine the average amount a First Eagle'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 = 0.1033
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FECRX |
Estimated Market Risk
| 0.18 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average First Eagle is performing at about 8% 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 First Eagle by adding it to a well-diversified portfolio.
About First Eagle Performance
Evaluating First Eagle's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if First Eagle 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 First Eagle 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.
Things to note about First Eagle Credit performance evaluation
Checking the ongoing alerts about First Eagle for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for First Eagle Credit help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating First Eagle's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate First Eagle's mutual fund performance include:- Analyzing First Eagle'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 First Eagle's stock is overvalued or undervalued compared to its peers.
- Examining First Eagle'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 First Eagle's management team can have a significant impact on its success or failure. Reviewing the track record and experience of First Eagle's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of First Eagle's mutual fund. These opinions can provide insight into First Eagle's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in First Mutual Fund
First Eagle financial ratios help investors to determine whether First 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 First with respect to the benefits of owning First Eagle security.
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