FT 7971 Manager Performance Evaluation

FWKNEX -- USA Fund  

USD 9.68  0.00  0.00%

The organization owns Beta (Systematic Risk) of 0.0351 which denotes to the fact that as returns on market increase, FT 7971 returns are expected to increase less than the market. However during bear market, the loss on holding FT 7971 will be expected to be smaller as well. Although it is extremely important to respect FT 7971 Sabrient existing price patterns, it is better to be realistic regarding the information on equity price patterns. The way in which we are predicting future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By examining FT 7971 Sabrient technical indicators you can at this moment evaluate if the expected return of 0.0978% will be sustainable into the future.
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Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in FT 7971 Sabrient Dividend Oppo are ranked lower than 4 (%) of all funds and portfolios of funds over the last 30 days. Inspite fairly strong basic indicators, FT 7971 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Horizon     30 Days    Login   to change

FT 7971 Sabrient Relative Risk vs. Return Landscape

If you would invest  947.00  in FT 7971 Sabrient Dividend Oppo on October 19, 2019 and sell it today you would earn a total of  21.00  from holding FT 7971 Sabrient Dividend Oppo or generate 2.22% return on investment over 30 days. FT 7971 Sabrient Dividend Oppo is generating 0.0978% of daily returns assuming 1.4423% volatility of returns over the 30 days investment horizon. Simply put, 12% of all equities have less volatile historical return distribution than FT 7971 and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, FT 7971 is expected to generate 1.24 times less return on investment than the market. In addition to that, the company is 2.0 times more volatile than its market benchmark. It trades about 0.07 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.17 per unit of volatility.

FT 7971 Market Risk Analysis

Sharpe Ratio = 0.0678
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FT 7971 Relative Performance Indicators

Estimated Market Risk
 1.44
  actual daily
 
 12 %
of total potential
 
1212
Expected Return
 0.1
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.07
  actual daily
 
 4 %
of total potential
 
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Based on monthly moving average FT 7971 is performing at about 4% 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 FT 7971 by adding it to a well-diversified portfolio.

FT 7971 Alerts

Equity Alerts and Improvement Suggestions

FT 7971 Sabrient is not yet fully synchronised with the market data
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