Fm Investments Large Fund Manager Performance Evaluation
| IAFMX Fund | USD 16.09 0.08 0.50% |
The fund owns a Beta (Systematic Risk) of 1.01, which means a somewhat significant risk relative to the market. F/m Investments returns are very sensitive to returns on the market. As the market goes up or down, F/m Investments is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Fm Investments Large has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's primary indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...moreF/m |
F/m Investments Relative Risk vs. Return Landscape
If you would invest 1,927 in Fm Investments Large on December 23, 2024 and sell it today you would lose (318.00) from holding Fm Investments Large or give up 16.5% of portfolio value over 90 days. Fm Investments Large is currently producing negative expected returns and takes up 1.8812% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than F/m, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
F/m Investments Current Valuation
Undervalued
Today
Please note that F/m Investments' price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Fm Investments Large owns a latest Real Value of $16.44 per share. The recent price of the fund is $16.09. We determine the value of Fm Investments Large from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, in the future, mutual fund prices and their ongoing real values will draw towards each other.
Since F/m Investments is currently traded on the exchange, buyers and sellers on that exchange determine the market value of F/m Mutual Fund. However, F/m Investments' 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 16.09 | Real 16.44 | Hype 16.09 | Naive 16.69 |
The intrinsic value of F/m Investments' 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 F/m Investments' 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 Fm Investments Large helps investors to forecast how F/m 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 F/m Investments more accurately as focusing exclusively on F/m Investments' fundamentals will not take into account other important factors: F/m Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for F/m Investments' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fm Investments Large, and traders can use it to determine the average amount a F/m Investments' 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 = -0.1475
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IAFMX |
Estimated Market Risk
| 1.88 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.28 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average F/m Investments 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 F/m Investments by adding F/m Investments to a well-diversified portfolio.
F/m Investments Fundamentals Growth
F/m Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of F/m Investments, and F/m Investments 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 F/m Mutual Fund performance.
| Total Asset | 66.41 M | |||
About F/m Investments Performance
Evaluating F/m Investments' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if F/m Investments 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 F/m Investments 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 seeks to achieve its investment objective by purchasing equity securities that the Adviser believes are likely to appreciate. It generally seeks to purchase equity securities of large capitalization U.S. companies, and may purchase American Depository Receipts of international companies trading on U.S. exchanges. The fund will invest at least 80 percent of its net assets in securities of large capitalization companies. It is non-diversified.Things to note about Fm Investments Large performance evaluation
Checking the ongoing alerts about F/m Investments for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fm Investments Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fm Investments Large generated a negative expected return over the last 90 days | |
| The fund retains 95.96% of its assets under management (AUM) in equities |
- Analyzing F/m Investments' 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 F/m Investments' stock is overvalued or undervalued compared to its peers.
- Examining F/m Investments' 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 F/m Investments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of F/m Investments' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of F/m Investments' mutual fund. These opinions can provide insight into F/m Investments' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in F/m Mutual Fund
F/m Investments financial ratios help investors to determine whether F/m 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 F/m with respect to the benefits of owning F/m Investments security.
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