Fundamental Large Cap Manager Performance
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and Fundamental Large are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Fundamental Large Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Fundamental Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Fundamental Large Relative Risk vs. Return Landscape
If you would invest (100.00) in Fundamental Large Cap on January 26, 2024 and sell it today you would earn a total of 100.00 from holding Fundamental Large Cap or generate -100.0% return on investment over 90 days. Fundamental Large Cap is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Fundamental, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Fundamental Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fundamental Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fundamental Large Cap, and traders can use it to determine the average amount a Fundamental Large'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 = 0.0
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Based on monthly moving average Fundamental Large 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 Fundamental Large by adding Fundamental Large to a well-diversified portfolio.
Fundamental Large Fundamentals Growth
Fundamental Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fundamental Large, and Fundamental Large 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 Fundamental Mutual Fund performance.
| Price To Earning | 15.70 X | |||
| Price To Book | 1.58 X | |||
| Price To Sales | 1.79 X | |||
| Total Asset | 88.49 M | |||
Things to note about Fundamental Large Cap performance evaluation
Checking the ongoing alerts about Fundamental Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fundamental Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fundamental Large is not yet fully synchronised with the market data | |
| Fundamental Large has some characteristics of a very speculative penny stock | |
| Fundamental Large has a very high chance of going through financial distress in the upcoming years | |
| The fund retains 99.42% of its assets under management (AUM) in equities |
- Analyzing Fundamental Large'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 Fundamental Large's stock is overvalued or undervalued compared to its peers.
- Examining Fundamental Large'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 Fundamental Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fundamental Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fundamental Large's mutual fund. These opinions can provide insight into Fundamental Large's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. 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 main economic indicators. Note that the Fundamental Large Cap information on this page should be used as a complementary analysis to other Fundamental Large'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 Transaction History module to view history of all your transactions and understand their impact on performance.
Other Consideration for investing in Fundamental Mutual Fund
If you are still planning to invest in Fundamental Large Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Fundamental Large's history and understand the potential risks before investing.
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