Fisher Small Cap Fund Manager Performance Evaluation
| IUSCX Fund | USD 13.53 0.04 0.30% |
The fund shows a Beta (market volatility) of 1.59, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Fisher Small will likely underperform.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Fisher Small Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Fisher Small showed solid returns over the last few months and may actually be approaching a breakup point.
...moreFisher |
Fisher Small Relative Risk vs. Return Landscape
If you would invest 1,192 in Fisher Small Cap on September 2, 2024 and sell it today you would earn a total of 161.00 from holding Fisher Small Cap or generate 13.51% return on investment over 90 days. Fisher Small Cap is currently producing 0.2063% returns and takes up 1.2961% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Fisher, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fisher Small Current Valuation
Fairly Valued
Today
Please note that Fisher Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fisher Small Cap shows a prevailing Real Value of $13.29 per share. The current price of the fund is $13.53. We determine the value of Fisher Small Cap 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, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fisher Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fisher Mutual Fund. However, Fisher Small'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 13.53 | Real 13.29 | Hype 13.53 | Naive 13.55 |
The intrinsic value of Fisher Small'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 Fisher Small'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 Fisher Small Cap helps investors to forecast how Fisher 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 Fisher Small more accurately as focusing exclusively on Fisher Small's fundamentals will not take into account other important factors: Fisher Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fisher Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fisher Small Cap, and traders can use it to determine the average amount a Fisher Small'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 = 0.1592
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | IUSCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.3 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Fisher Small is performing at about 12% 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 Fisher Small by adding it to a well-diversified portfolio.
Fisher Small Fundamentals Growth
Fisher Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fisher Small, and Fisher Small 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 Fisher Mutual Fund performance.
| Total Asset | 233.26 K | ||||
About Fisher Small Performance
Evaluating Fisher Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fisher Small 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 Fisher Small 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 objective by investing primarily in a portfolio of equity securities of small cap issuers located in the United States. Under normal circumstances, it invests at least 80 percent of its assets in common stocks of U.S. small cap companies. The funds investment adviser, Fisher Asset Management, LLC considers small cap companies to be companies that, at the time of investment, have market capitalizations within the range of market capitalizations of the companies appearing in the benchmark.Things to note about Fisher Small Cap performance evaluation
Checking the ongoing alerts about Fisher Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fisher Small Cap 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 99.44% of its assets under management (AUM) in equities |
- Analyzing Fisher Small'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 Fisher Small's stock is overvalued or undervalued compared to its peers.
- Examining Fisher Small'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 Fisher Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fisher Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fisher Small's mutual fund. These opinions can provide insight into Fisher Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fisher Mutual Fund
Fisher Small financial ratios help investors to determine whether Fisher 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 Fisher with respect to the benefits of owning Fisher Small security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |