Biotechnology Portfolio Biotechnology Fund Manager Performance Evaluation
| FBIOX Fund | USD 18.90 0.10 0.53% |
The fund shows a Beta (market volatility) of 0.79, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Biotechnology Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Biotechnology Portfolio is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Biotechnology Portfolio Biotechnology has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Biotechnology Portfolio is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | 3 Healthcare Mutual Funds to Buy for Consistent Returns - Nasdaq | 03/26/2025 |
| Expense Ratio Date | 29th of April 2023 |
Biotechnology |
Biotechnology Portfolio Relative Risk vs. Return Landscape
If you would invest 1,882 in Biotechnology Portfolio Biotechnology on December 30, 2024 and sell it today you would earn a total of 8.00 from holding Biotechnology Portfolio Biotechnology or generate 0.43% return on investment over 90 days. Biotechnology Portfolio Biotechnology is currently producing 0.014% returns and takes up 1.2043% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Biotechnology, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Biotechnology Portfolio Current Valuation
Fairly Valued
Today
Please note that Biotechnology Portfolio's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Biotechnology Portfolio shows a prevailing Real Value of $18.97 per share. The current price of the fund is $18.9. We determine the value of Biotechnology Portfolio from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Biotechnology Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Biotechnology Mutual Fund. However, Biotechnology Portfolio'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 18.9 | Real 18.97 | Hype 18.9 | Naive 18.62 |
The intrinsic value of Biotechnology Portfolio'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 Biotechnology Portfolio'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 Biotechnology Portfolio Biotechnology helps investors to forecast how Biotechnology 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 Biotechnology Portfolio more accurately as focusing exclusively on Biotechnology Portfolio's fundamentals will not take into account other important factors: Biotechnology Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Biotechnology Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Biotechnology Portfolio Biotechnology, and traders can use it to determine the average amount a Biotechnology Portfolio'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 = 0.0116
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FBIOX |
Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Biotechnology Portfolio 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 Biotechnology Portfolio by adding Biotechnology Portfolio to a well-diversified portfolio.
Biotechnology Portfolio Fundamentals Growth
Biotechnology Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Biotechnology Portfolio, and Biotechnology Portfolio 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 Biotechnology Mutual Fund performance.
| Price To Earning | 29.21 X | ||||
| Price To Book | 3.43 X | ||||
| Price To Sales | 7.71 X | ||||
About Biotechnology Portfolio Performance
Evaluating Biotechnology Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Biotechnology Portfolio 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 Biotechnology Portfolio 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 primarily in common stocks. It normally invests at least 80 percent of assets in securities of companies principally engaged in the research, development, manufacture, and distribution of various biotechnological products, services, and processes and companies that benefit significantly from scientific and technological advances in biotechnology. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.Things to note about Biotechnology Portfolio performance evaluation
Checking the ongoing alerts about Biotechnology Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Biotechnology Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 3 Healthcare Mutual Funds to Buy for Consistent Returns - Nasdaq | |
| The fund retains 96.05% of its assets under management (AUM) in equities |
- Analyzing Biotechnology Portfolio'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 Biotechnology Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Biotechnology Portfolio'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 Biotechnology Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Biotechnology Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Biotechnology Portfolio's mutual fund. These opinions can provide insight into Biotechnology Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Biotechnology Mutual Fund
Biotechnology Portfolio financial ratios help investors to determine whether Biotechnology 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 Biotechnology with respect to the benefits of owning Biotechnology Portfolio security.
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