Pharmaceuticals Portfolio Pharmaceuticals Fund Manager Performance Evaluation
| FPHAX Fund | USD 26.17 0.32 1.24% |
The fund holds a Beta of 0.93, which implies possible diversification benefits within a given portfolio. Pharmaceuticals Portfolio returns are very sensitive to returns on the market. As the market goes up or down, Pharmaceuticals Portfolio is expected to follow.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Pharmaceuticals Portfolio Pharmaceuticals are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Pharmaceuticals Portfolio may actually be approaching a critical reversion point that can send shares even higher in May 2024.
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| Expense Ratio Date | 29th of April 2023 | |
| Expense Ratio | 0.7600 |
Pharmaceuticals |
Pharmaceuticals Portfolio Relative Risk vs. Return Landscape
If you would invest 2,412 in Pharmaceuticals Portfolio Pharmaceuticals on January 24, 2024 and sell it today you would earn a total of 205.00 from holding Pharmaceuticals Portfolio Pharmaceuticals or generate 8.5% return on investment over 90 days. Pharmaceuticals Portfolio Pharmaceuticals is currently producing 0.1361% returns and takes up 0.9536% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Pharmaceuticals, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pharmaceuticals Portfolio Current Valuation
Fairly Valued
Today
Please note that Pharmaceuticals Portfolio's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pharmaceuticals Portfolio holds a recent Real Value of $25.87 per share. The prevailing price of the fund is $26.17. We determine the value of Pharmaceuticals Portfolio from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Pharmaceuticals Portfolio Pharmaceuticals is useful when determining the fair value of the Pharmaceuticals mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Pharmaceuticals Portfolio. Since Pharmaceuticals Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pharmaceuticals Mutual Fund. However, Pharmaceuticals 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 26.17 | Real 25.87 | Hype 25.82 |
The real value of Pharmaceuticals Mutual Fund, also known as its intrinsic value, is the underlying worth of Pharmaceuticals Portfolio Mutual Fund, which is reflected in its stock price. It is based on Pharmaceuticals Portfolio's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Pharmaceuticals 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 Pharmaceuticals 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 Pharmaceuticals Portfolio Pharmaceuticals helps investors to forecast how Pharmaceuticals 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 Pharmaceuticals Portfolio more accurately as focusing exclusively on Pharmaceuticals Portfolio's fundamentals will not take into account other important factors: Pharmaceuticals Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pharmaceuticals Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pharmaceuticals Portfolio Pharmaceuticals, and traders can use it to determine the average amount a Pharmaceuticals 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 = 0.1427
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Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.14 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 Pharmaceuticals 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 Pharmaceuticals Portfolio by adding it to a well-diversified portfolio.
Pharmaceuticals Portfolio Fundamentals Growth
Pharmaceuticals Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pharmaceuticals Portfolio, and Pharmaceuticals 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 Pharmaceuticals Mutual Fund performance.
| Price To Earning | 18.56 X | ||||
| Price To Book | 2.04 X | ||||
| Price To Sales | 3.00 X | ||||
About Pharmaceuticals Portfolio Performance
To evaluate Pharmaceuticals Portfolio Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Pharmaceuticals Portfolio generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Pharmaceuticals Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Pharmaceuticals Portfolio market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Pharmaceuticals's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund normally invests at least 80 percent of assets in companies engaged in the research, development, manufacture, sale, or distribution of pharmaceuticals and drugs of all types. It invests in domestic and foreign issuers. The fund invests primarily in common stocks. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.Things to note about Pharmaceuticals Portfolio performance evaluation
Checking the ongoing alerts about Pharmaceuticals Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pharmaceuticals 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 97.26% of its assets under management (AUM) in equities |
- Analyzing Pharmaceuticals 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 Pharmaceuticals Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Pharmaceuticals 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 Pharmaceuticals Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pharmaceuticals Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pharmaceuticals Portfolio's mutual fund. These opinions can provide insight into Pharmaceuticals Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Pharmaceuticals Portfolio Pharmaceuticals. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Pharmaceuticals Portfolio information on this page should be used as a complementary analysis to other Pharmaceuticals Portfolio's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.