Forum Real Estate Fund Manager Performance Evaluation
| FORFX Fund | 9.68 0.01 0.10% |
The fund shows a Beta (market volatility) of -0.0027, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Forum Real are expected to decrease at a much lower rate. During the bear market, Forum Real is likely to outperform the market.
Risk-Adjusted Performance
Excellent
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Forum Real Estate are ranked lower than 42 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Forum Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Forum Real Estate Income Fund Delivers 13.36 percent Return, 9.82 percent Dividend Yield in 2024 - StockTitan | 01/27/2025 |
Forum |
Forum Real Relative Risk vs. Return Landscape
If you would invest 950.00 in Forum Real Estate on December 18, 2024 and sell it today you would earn a total of 18.00 from holding Forum Real Estate or generate 1.89% return on investment over 90 days. Forum Real Estate is currently producing 0.0318% returns and takes up 0.0589% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Forum, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Forum Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Forum Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Forum Real Estate, and traders can use it to determine the average amount a Forum Real'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 = 0.5406
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| FORFX |
Based on monthly moving average Forum Real is performing at about 42% 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 Forum Real by adding it to a well-diversified portfolio.
About Forum Real Performance
Evaluating Forum Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Forum Real 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 Forum Real 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.
Forum Real is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Forum Real Estate performance evaluation
Checking the ongoing alerts about Forum Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Forum Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Forum is showing solid risk-adjusted performance over 90 days |
- Analyzing Forum Real'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 Forum Real's stock is overvalued or undervalued compared to its peers.
- Examining Forum Real'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 Forum Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Forum Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Forum Real's mutual fund. These opinions can provide insight into Forum Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Forum Mutual Fund
Forum Real financial ratios help investors to determine whether Forum 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 Forum with respect to the benefits of owning Forum Real security.
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