First Investors Hedged Manager Performance
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and First Investors are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days First Investors Hedged has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward-looking signals, First Investors 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 | 30th of January 2023 | |
| Expense Ratio | 1.3000 |
First |
First Investors Relative Risk vs. Return Landscape
If you would invest (100.00) in First Investors Hedged on December 2, 2024 and sell it today you would earn a total of 100.00 from holding First Investors Hedged or generate -100.0% return on investment over 90 days. First Investors Hedged is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than First, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
First Investors Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Investors' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as First Investors Hedged, and traders can use it to determine the average amount a First Investors' 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 = 0.0
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| FHEKX |
Based on monthly moving average First Investors 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 First Investors by adding First Investors to a well-diversified portfolio.
First Investors Fundamentals Growth
First Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of First Investors, and First Investors 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 First Mutual Fund performance.
| Total Asset | 28.82 M | |||
Things to note about First Investors Hedged performance evaluation
Checking the ongoing alerts about First Investors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for First Investors Hedged help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| First Investors is not yet fully synchronised with the market data | |
| First Investors has some characteristics of a very speculative penny stock | |
| First Investors has a very high chance of going through financial distress in the upcoming years | |
| The fund retains about 18.45% of its assets under management (AUM) in cash |
- Analyzing First Investors' 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 First Investors' stock is overvalued or undervalued compared to its peers.
- Examining First Investors' 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 First Investors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of First Investors' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of First Investors' mutual fund. These opinions can provide insight into First Investors' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in industry. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
Other Consideration for investing in First Mutual Fund
If you are still planning to invest in First Investors Hedged check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the First Investors' history and understand the potential risks before investing.
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