Finisterre Unconstrained Emerging Fund Manager Performance Evaluation
| PFUMX Fund | USD 8.98 0.01 0.11% |
The fund shows a Beta (market volatility) of 0.0528, which means not very significant fluctuations relative to the market. As returns on the market increase, Finisterre Unconstrained's returns are expected to increase less than the market. However, during the bear market, the loss of holding Finisterre Unconstrained is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Finisterre Unconstrained Emerging are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Finisterre Unconstrained 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 | 1st of March 2023 | |
| Expense Ratio | 0.8700 |
Finisterre |
Finisterre Unconstrained Relative Risk vs. Return Landscape
If you would invest 889.00 in Finisterre Unconstrained Emerging on September 5, 2024 and sell it today you would earn a total of 9.00 from holding Finisterre Unconstrained Emerging or generate 1.01% return on investment over 90 days. Finisterre Unconstrained Emerging is currently producing 0.0162% returns and takes up 0.203% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Finisterre, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Finisterre Unconstrained Current Valuation
Overvalued
Today
Please note that Finisterre Unconstrained's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Finisterre Unconstrained shows a prevailing Real Value of $8.75 per share. The current price of the fund is $8.98. We determine the value of Finisterre Unconstrained 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 Finisterre Unconstrained is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Finisterre Mutual Fund. However, Finisterre Unconstrained'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 8.98 | Real 8.75 | Hype 8.97 | Naive 8.95 |
The intrinsic value of Finisterre Unconstrained'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 Finisterre Unconstrained'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 Finisterre Unconstrained Emerging helps investors to forecast how Finisterre 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 Finisterre Unconstrained more accurately as focusing exclusively on Finisterre Unconstrained's fundamentals will not take into account other important factors: Finisterre Unconstrained Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Finisterre Unconstrained's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Finisterre Unconstrained Emerging, and traders can use it to determine the average amount a Finisterre Unconstrained'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 = 0.0798
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PFUMX |
Estimated Market Risk
| 0.2 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Finisterre Unconstrained is performing at about 6% 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 Finisterre Unconstrained by adding it to a well-diversified portfolio.
Finisterre Unconstrained Fundamentals Growth
Finisterre Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Finisterre Unconstrained, and Finisterre Unconstrained 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 Finisterre Mutual Fund performance.
About Finisterre Unconstrained Performance
Evaluating Finisterre Unconstrained's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Finisterre Unconstrained 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 Finisterre Unconstrained 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 invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in bonds and other fixed-income securities that are tied economically to an emerging market, and in derivatives on such investments. It uses derivatives to enhance return and to hedge and manage investment risks.Things to note about Finisterre Unconstrained performance evaluation
Checking the ongoing alerts about Finisterre Unconstrained for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Finisterre Unconstrained help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 16.14% of its assets in cash |
- Analyzing Finisterre Unconstrained'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 Finisterre Unconstrained's stock is overvalued or undervalued compared to its peers.
- Examining Finisterre Unconstrained'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 Finisterre Unconstrained's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Finisterre Unconstrained's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Finisterre Unconstrained's mutual fund. These opinions can provide insight into Finisterre Unconstrained's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Finisterre Mutual Fund
Finisterre Unconstrained financial ratios help investors to determine whether Finisterre 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 Finisterre with respect to the benefits of owning Finisterre Unconstrained security.
| CEOs Directory Screen CEOs from public companies around the world | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Stocks Directory Find actively traded stocks across global markets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |