Fa529 Cg Pt Fund Manager Performance Evaluation
| FCPLX Fund | USD 18.53 0.04 0.22% |
The fund owns a Beta (Systematic Risk) of 0.0972, which means not very significant fluctuations relative to the market. As returns on the market increase, Fa529 Cg's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fa529 Cg is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Fa529 Cg Pt has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Fa529 Cg 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 |
Fa529 |
Fa529 Cg Relative Risk vs. Return Landscape
If you would invest 1,868 in Fa529 Cg Pt on September 17, 2024 and sell it today you would lose (15.00) from holding Fa529 Cg Pt or give up 0.8% of portfolio value over 90 days. Fa529 Cg Pt is currently producing negative expected returns and takes up 0.2179% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Fa529, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fa529 Cg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fa529 Cg's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fa529 Cg Pt, and traders can use it to determine the average amount a Fa529 Cg'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 = -0.0567
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| Negative Returns | FCPLX |
Estimated Market Risk
| 0.22 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fa529 Cg 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 Fa529 Cg by adding Fa529 Cg to a well-diversified portfolio.
About Fa529 Cg Performance
Evaluating Fa529 Cg's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fa529 Cg 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 Fa529 Cg 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.
Fa529 Cg is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Fa529 Cg Pt performance evaluation
Checking the ongoing alerts about Fa529 Cg for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fa529 Cg Pt help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fa529 Cg Pt generated a negative expected return over the last 90 days |
- Analyzing Fa529 Cg'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 Fa529 Cg's stock is overvalued or undervalued compared to its peers.
- Examining Fa529 Cg'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 Fa529 Cg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fa529 Cg's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fa529 Cg's mutual fund. These opinions can provide insight into Fa529 Cg's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fa529 Mutual Fund
Fa529 Cg financial ratios help investors to determine whether Fa529 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 Fa529 with respect to the benefits of owning Fa529 Cg security.
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