Future Scholar 529 Fund Manager Performance Evaluation
| CLGCX Fund | USD 11.36 0.03 0.26% |
The fund shows a Beta (market volatility) of 0.0113, which means not very significant fluctuations relative to the market. As returns on the market increase, Future Scholar's returns are expected to increase less than the market. However, during the bear market, the loss of holding Future Scholar is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Future Scholar 529 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Future Scholar is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Future |
Future Scholar Relative Risk vs. Return Landscape
If you would invest 1,147 in Future Scholar 529 on September 18, 2024 and sell it today you would lose (11.00) from holding Future Scholar 529 or give up 0.96% of portfolio value over 90 days. Future Scholar 529 is currently producing negative expected returns and takes up 0.1568% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Future, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Future Scholar Current Valuation
Fairly Valued
Today
Please note that Future Scholar's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Future Scholar 529 shows a prevailing Real Value of $11.37 per share. The current price of the fund is $11.36. We determine the value of Future Scholar 529 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 Future Scholar is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Future Mutual Fund. However, Future Scholar'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 11.36 | Real 11.37 | Hype 11.36 |
The intrinsic value of Future Scholar'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 Future Scholar'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 Future Scholar 529 helps investors to forecast how Future 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 Future Scholar more accurately as focusing exclusively on Future Scholar's fundamentals will not take into account other important factors: Future Scholar Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Future Scholar's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Future Scholar 529, and traders can use it to determine the average amount a Future Scholar'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 = -0.0968
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| Negative Returns | CLGCX |
Estimated Market Risk
| 0.16 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 | 0 Most of other assets perform better |
Based on monthly moving average Future Scholar 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 Future Scholar by adding Future Scholar to a well-diversified portfolio.
Future Scholar Fundamentals Growth
Future Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Future Scholar, and Future Scholar 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 Future Mutual Fund performance.
About Future Scholar Performance
Evaluating Future Scholar's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Future Scholar 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 Future Scholar 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.
Future Scholar is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Future Scholar 529 performance evaluation
Checking the ongoing alerts about Future Scholar for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Future Scholar 529 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Future Scholar 529 generated a negative expected return over the last 90 days | |
| Future Scholar 529 generated five year return of -2.0% | |
| This fund holds 97.83% of its assets under management (AUM) in equities |
- Analyzing Future Scholar'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 Future Scholar's stock is overvalued or undervalued compared to its peers.
- Examining Future Scholar'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 Future Scholar's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Future Scholar's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Future Scholar's mutual fund. These opinions can provide insight into Future Scholar's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Future Mutual Fund
Future Scholar financial ratios help investors to determine whether Future 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 Future with respect to the benefits of owning Future Scholar security.
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