Fa529 Mutual Fund Manager Performance Evaluation

FGDPX Fund  USD 45.16  0.51  1.14%   
The fund owns a Beta (Systematic Risk) of 0.1261, which means not very significant fluctuations relative to the market. As returns on the market increase, Fa529 Gr returns are expected to increase less than the market. However, during the bear market, the loss on holding Fa529 Gr will be expected to be smaller as well. Even though it is essential to pay attention to Fa529 Gr Op existing price patterns, it is always good to be careful when utilizing equity price patterns. Our approach into predicting any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Fa529 Gr exposes fifteen different technical indicators, which can help you to evaluate its performance.

Fa529 Performance

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Over the last 90 days Fa529 Gr Op has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Fa529 Gr 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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Fa529 Gr Relative Risk vs. Return Landscape

If you would invest  4,666  in Fa529 Gr Op on July 2, 2023 and sell it today you would lose (150.00) from holding Fa529 Gr Op or give up 3.21% of portfolio value over 90 days. Fa529 Gr Op is currently producing negative expected returns and takes up 1.0885% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Fa529, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
Assuming the 90 days horizon Fa529 Gr is expected to generate 1.8 times more return on investment than the market. However, the company is 1.8 times more volatile than its market benchmark. It trades about -0.04 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.08 per unit of risk.

Fa529 Gr Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Fa529 Gr's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fa529 Gr Op, and traders can use it to determine the average amount a Fa529 Gr'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 = -0.0423

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Estimated Market Risk

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91% of assets are more volatile

Expected Return

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Most of other assets have higher returns

Risk-Adjusted Return

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Most of other assets perform better
Based on monthly moving average Fa529 Gr 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 Fa529 Gr by adding Fa529 Gr to a well-diversified portfolio.

About Fa529 Gr Performance

To evaluate Fa529 Gr Op 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 Fa529 Gr 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 Fa529 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 Fa529 Gr Op market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Fa529'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.

Things to note about Fa529 Gr Op performance evaluation

Checking the ongoing alerts about Fa529 Gr for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fa529 Gr Op help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Fa529 Gr Op generated a negative expected return over the last 90 days
Evaluating Fa529 Gr's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fa529 Gr's mutual fund performance include:
  • Analyzing Fa529 Gr'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 Fa529 Gr's stock is overvalued or undervalued compared to its peers.
  • Examining Fa529 Gr'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 Fa529 Gr's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fa529 Gr's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Fa529 Gr's mutual fund. These opinions can provide insight into Fa529 Gr's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Fa529 Gr's mutual fund performance is not an exact science, and many factors can impact Fa529 Gr's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fa529 Gr Op. 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 bureau of economic analysis. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

Complementary Tools for Fa529 Mutual Fund analysis

When running Fa529 Gr's price analysis, check to measure Fa529 Gr's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fa529 Gr is operating at the current time. Most of Fa529 Gr's value examination focuses on studying past and present price action to predict the probability of Fa529 Gr's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fa529 Gr's price. Additionally, you may evaluate how the addition of Fa529 Gr to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fa529 Gr's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fa529 Gr is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fa529 Gr's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.