Fmasx Fund Manager Performance Evaluation
| FMASX Fund | 15.26 0.24 1.55% |
The fund shows a Beta (market volatility) of 0.0378, which means not very significant fluctuations relative to the market. As returns on the market increase, Fmasx's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fmasx is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Fmasx are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Fmasx is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreFmasx |
Fmasx Relative Risk vs. Return Landscape
If you would invest 1,514 in Fmasx on October 24, 2024 and sell it today you would earn a total of 12.00 from holding Fmasx or generate 0.79% return on investment over 90 days. Fmasx is currently producing 0.0189% returns and takes up 1.058% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Fmasx, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fmasx Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fmasx's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fmasx, and traders can use it to determine the average amount a Fmasx'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 = 0.0179
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FMASX |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Fmasx is performing at about 1% 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 Fmasx by adding it to a well-diversified portfolio.
Things to note about Fmasx performance evaluation
Checking the ongoing alerts about Fmasx for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fmasx help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Fmasx's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fmasx's mutual fund performance include:- Analyzing Fmasx'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 Fmasx's stock is overvalued or undervalued compared to its peers.
- Examining Fmasx'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 Fmasx's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fmasx's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fmasx's mutual fund. These opinions can provide insight into Fmasx's potential for growth and whether the stock is currently undervalued or overvalued.
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