Foundry Partners Fundamental Fund Manager Performance Evaluation
| DRISX Fund | USD 23.48 0.15 0.63% |
The fund shows a Beta (market volatility) of 1.39, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Foundry Partners will likely underperform.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Foundry Partners Fundamental are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Foundry Partners is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.0500 |
Foundry |
Foundry Partners Relative Risk vs. Return Landscape
If you would invest 2,291 in Foundry Partners Fundamental on September 15, 2024 and sell it today you would earn a total of 57.00 from holding Foundry Partners Fundamental or generate 2.49% return on investment over 90 days. Foundry Partners Fundamental is currently producing 0.044% returns and takes up 1.1286% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Foundry, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Foundry Partners Current Valuation
Fairly Valued
Today
Please note that Foundry Partners' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Foundry Partners Fun shows a prevailing Real Value of $23.49 per share. The current price of the fund is $23.48. We determine the value of Foundry Partners Fun 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 Foundry Partners is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Foundry Mutual Fund. However, Foundry Partners' 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 23.48 | Real 23.49 | Hype 23.48 |
The intrinsic value of Foundry Partners' 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 Foundry Partners' 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 Foundry Partners Fundamental helps investors to forecast how Foundry 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 Foundry Partners more accurately as focusing exclusively on Foundry Partners' fundamentals will not take into account other important factors: Foundry Partners Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Foundry Partners' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Foundry Partners Fundamental, and traders can use it to determine the average amount a Foundry Partners' 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 = 0.039
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DRISX |
Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Foundry Partners is performing at about 3% 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 Foundry Partners by adding it to a well-diversified portfolio.
Foundry Partners Fundamentals Growth
Foundry Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Foundry Partners, and Foundry Partners 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 Foundry Mutual Fund performance.
| Price To Earning | 2.09 X | ||||
| Price To Book | 1.42 X | ||||
| Price To Sales | 0.70 X | ||||
| Total Asset | 226.43 M | ||||
About Foundry Partners Performance
Evaluating Foundry Partners' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Foundry Partners 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 Foundry Partners 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.
The fund invests at least 80 percent of its assets in common stocks of small capitalization companies that at the time of purchase are similar in market capitalization to those listed on the Russell 2000 Value Index. It may invest up to 20 percent of its assets in foreign securities , including American Depository Receipts or Global Depository Receipts that are traded on U.S. markets. The fund may invest up to 20 percent of its assets in investment-grade fixed income securities of any maturity.Things to note about Foundry Partners Fun performance evaluation
Checking the ongoing alerts about Foundry Partners for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Foundry Partners Fun help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.37% of its assets under management (AUM) in equities |
- Analyzing Foundry Partners' 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 Foundry Partners' stock is overvalued or undervalued compared to its peers.
- Examining Foundry Partners' 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 Foundry Partners' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Foundry Partners' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Foundry Partners' mutual fund. These opinions can provide insight into Foundry Partners' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Foundry Mutual Fund
Foundry Partners financial ratios help investors to determine whether Foundry 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 Foundry with respect to the benefits of owning Foundry Partners security.
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