Insurance Portfolio Insurance Fund Manager Performance Evaluation
| FSPCX Fund | USD 97.13 0.27 0.28% |
The fund retains a Market Volatility (i.e., Beta) of -0.0184, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Insurance Portfolio are expected to decrease at a much lower rate. During the bear market, Insurance Portfolio is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Insurance Portfolio Insurance are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Insurance Portfolio may actually be approaching a critical reversion point that can send shares even higher in April 2025.
...more| Expense Ratio Date | 29th of April 2023 |
Insurance |
Insurance Portfolio Relative Risk vs. Return Landscape
If you would invest 8,996 in Insurance Portfolio Insurance on December 28, 2024 and sell it today you would earn a total of 717.00 from holding Insurance Portfolio Insurance or generate 7.97% return on investment over 90 days. Insurance Portfolio Insurance is currently producing 0.1321% returns and takes up 0.9294% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Insurance, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Insurance Portfolio Current Valuation
Overvalued
Today
Please note that Insurance Portfolio's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Insurance Portfolio retains a regular Real Value of $89.82 per share. The prevalent price of the fund is $97.13. We determine the value of Insurance Portfolio from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Insurance Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Insurance Mutual Fund. However, Insurance 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 97.13 | Real 89.82 | Hype 97.13 | Naive 96.63 |
The intrinsic value of Insurance 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 Insurance 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 Insurance Portfolio Insurance helps investors to forecast how Insurance 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 Insurance Portfolio more accurately as focusing exclusively on Insurance Portfolio's fundamentals will not take into account other important factors: Insurance Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Insurance Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Insurance Portfolio Insurance, and traders can use it to determine the average amount a Insurance 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 = 0.1422
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | FSPCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Insurance Portfolio is performing at about 11% 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 Insurance Portfolio by adding it to a well-diversified portfolio.
Insurance Portfolio Fundamentals Growth
Insurance Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Insurance Portfolio, and Insurance 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 Insurance Mutual Fund performance.
| Price To Earning | 13.80 X | ||||
| Price To Book | 1.12 X | ||||
| Price To Sales | 1.16 X | ||||
About Insurance Portfolio Performance
Evaluating Insurance Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Insurance 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 Insurance 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 normally invests at least 80 percent of assets in securities of companies principally engaged in underwriting, reinsuring, selling, distributing, or placing of property and casualty, life, or health insurance. Fidelity Select is traded on NASDAQ Exchange in the United States.Things to note about Insurance Portfolio performance evaluation
Checking the ongoing alerts about Insurance Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Insurance Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 96.68% of its assets under management (AUM) in equities |
- Analyzing Insurance 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 Insurance Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Insurance 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 Insurance Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Insurance Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Insurance Portfolio's mutual fund. These opinions can provide insight into Insurance Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Insurance Mutual Fund
Insurance Portfolio financial ratios help investors to determine whether Insurance 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 Insurance with respect to the benefits of owning Insurance Portfolio security.
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