Fa529 Eq Gr Fund Manager Performance Evaluation
| FEGCX Fund | USD 82.40 0.57 0.69% |
The fund owns a Beta (Systematic Risk) of 0.0914, which means not very significant fluctuations relative to the market. As returns on the market increase, Fa529 Eq's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fa529 Eq is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Fa529 Eq Gr are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Fa529 Eq 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 Eq Relative Risk vs. Return Landscape
If you would invest 7,993 in Fa529 Eq Gr on October 2, 2024 and sell it today you would earn a total of 378.00 from holding Fa529 Eq Gr or generate 4.73% return on investment over 90 days. Fa529 Eq Gr is currently producing 0.0774% returns and takes up 0.9015% volatility of returns over 90 trading days. Put another way, 8% 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 Eq Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fa529 Eq's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fa529 Eq Gr, and traders can use it to determine the average amount a Fa529 Eq'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 = 0.0858
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| Cash | FEGCX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Fa529 Eq is performing at about 6% 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 Fa529 Eq by adding it to a well-diversified portfolio.
About Fa529 Eq Performance
Evaluating Fa529 Eq's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fa529 Eq 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 Eq 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 Eq is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Fa529 Eq Gr performance evaluation
Checking the ongoing alerts about Fa529 Eq for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fa529 Eq Gr help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Fa529 Eq's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fa529 Eq's mutual fund performance include:- Analyzing Fa529 Eq'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 Eq's stock is overvalued or undervalued compared to its peers.
- Examining Fa529 Eq'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 Eq's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fa529 Eq's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fa529 Eq's mutual fund. These opinions can provide insight into Fa529 Eq's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fa529 Mutual Fund
Fa529 Eq 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 Eq security.
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