Forum Funds Fund Fundamentals
| FLXIX Fund | USD 10.37 0.02 0.19% |
Forum Funds fundamentals help investors to digest information that contributes to Forum Funds' financial success or failures. It also enables traders to predict the movement of Forum Mutual Fund. The fundamental analysis module provides a way to measure Forum Funds' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Forum Funds mutual fund.
Forum |
Forum Funds Mutual Fund One Year Return Analysis
Forum Funds' One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Forum Funds One Year Return | 9.19 % |
Most of Forum Funds' fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Forum Funds is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Forum Funds has an One Year Return of 9.1877%. This is much higher than that of the Absolute Strategies family and significantly higher than that of the Convertibles category. The one year return for all United States funds is notably lower than that of the firm.
Forum Funds Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Forum Funds's current stock value. Our valuation model uses many indicators to compare Forum Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Forum Funds competition to find correlations between indicators driving Forum Funds's intrinsic value. More Info.Forum Funds 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 124.23 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 Forum Funds' earnings, one of the primary drivers of an investment's value.Forum One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Forum Funds' direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Forum Funds could also be used in its relative valuation, which is a method of valuing Forum Funds by comparing valuation metrics of similar companies.Forum Funds is currently under evaluation in one year return among similar funds.
Forum Fundamentals
| Annual Yield | 0 % | ||||
| Year To Date Return | 0.48 % | ||||
| One Year Return | 9.19 % |
About Forum Funds Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Forum Funds 's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Forum Funds using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Forum Funds based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests primarily in a diversified portfolio of convertible securities issued by both U.S. and foreign companies. These convertible securities are typically debt securities or preferred stocks that can be exchanged for, or convert automatically to, common stock. The fund may invest, long or short, in securities of issuers of any market capitalization in the U.S. or abroad.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Forum Mutual Fund
Forum Funds 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 Funds security.
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