First Trust Intermediate Fund Manager Performance Evaluation
| FPF Fund | USD 18.84 0.04 0.21% |
The fund shows a Beta (market volatility) of 0.2, which means not very significant fluctuations relative to the market. As returns on the market increase, First Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding First Trust is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Intermediate are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly stable basic indicators, First Trust is not utilizing all of its potentials. The recent stock price disturbance, may contribute to mid-run losses for the stockholders.
...more1 | Left-wing dark money and unions team up to enshrine abortion in Floridas constitution - The Lion | 10/23/2024 |
2 | First Trust Intermediate Duration Preferred Income Fund Declares Its Monthly Common Share Distribution for December 2024, Payable on December 16, 2024 - Markets... | 11/21/2024 |
| Expense Ratio | 1.9200 |
First |
First Trust Relative Risk vs. Return Landscape
If you would invest 1,848 in First Trust Intermediate on August 31, 2024 and sell it today you would earn a total of 36.00 from holding First Trust Intermediate or generate 1.95% return on investment over 90 days. First Trust Intermediate is generating 0.0313% of daily returns assuming volatility of 0.4911% on return distribution over 90 days investment horizon. In other words, 4% of funds are less volatile than First, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
First Trust Current Valuation
Fairly Valued
Today
Please note that First Trust's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. First Trust Intermediate shows a prevailing Real Value of $18.82 per share. The current price of the fund is $18.84. We determine the value of First Trust Intermediate from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
The fair value of the First fund is determined by what a typical buyer is willing to pay for full or partial control of First Trust Intermediate. Since First Trust is currently traded on the exchange, buyers and sellers on that exchange determine the market value of First Fund. However, First Trust'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 18.84 | Real 18.82 | Hype 18.8 |
The real value of First Fund, also known as its intrinsic value, is the underlying worth of First Trust Intermediate Fund, which is reflected in its stock price. It is based on First Trust's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of First Trust'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, or news.
Estimating the potential upside or downside of First Trust Intermediate helps investors to forecast how First 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 First Trust more accurately as focusing exclusively on First Trust's fundamentals will not take into account other important factors: First Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Trust's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as First Trust Intermediate, and traders can use it to determine the average amount a First Trust'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 = 0.0638
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FPF |
Estimated Market Risk
| 0.49 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 5 95% of assets perform better |
Based on monthly moving average First Trust is performing at about 5% 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 Trust by adding it to a well-diversified portfolio.
First Trust Fundamentals Growth
First Fund prices reflect investors' perceptions of the future prospects and financial health of First Trust, and First Trust 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 First Fund performance.
| Shares Outstanding | 60.77 M | |||
| Price To Earning | 4.48 X | |||
| Earnings Per Share | 3.83 X | |||
About First Trust Performance
By analyzing First Trust's fundamental ratios, stakeholders can gain valuable insights into First Trust's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if First Trust 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 Trust has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
First Trust Intermediate Duration Preferred Income Fund is a closed end fixed income mutual fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Stonebridge Advisors, LLC. It invests in fixed income markets. The fund will also invest in below investment-grade securities like junk or high-yield securities. First Trust Intermediate Duration Preferred Income Fund was formed on May 23, 2013 and is domiciled in the United States.Things to note about First Trust Intermediate performance evaluation
Checking the ongoing alerts about First Trust for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for First Trust Intermediate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating First Trust's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate First Trust's fund performance include:
- Analyzing First Trust'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 Trust's stock is overvalued or undervalued compared to its peers.
- Examining First Trust'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 Trust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of First Trust's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of First Trust's fund. These opinions can provide insight into First Trust's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in First Fund
First Trust financial ratios help investors to determine whether First 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 Trust security.
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