Fpa Paramount Fund Five Year Return

Fpa Paramount Fund fundamentals help investors to digest information that contributes to Fpa Paramount's financial success or failures. It also enables traders to predict the movement of Fpa Mutual Fund. The fundamental analysis module provides a way to measure Fpa Paramount's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fpa Paramount mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Fpa Paramount Fund Mutual Fund Five Year Return Analysis

Fpa Paramount's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Fpa Paramount Five Year Return

    
  5.89 %  
Most of Fpa Paramount's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fpa Paramount Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition
According to the company disclosure, Fpa Paramount Fund has a Five Year Return of 5.89%. This is much higher than that of the Category family and notably higher than that of the Family category. The five year return for all United States funds is 81.79% lower than that of the firm.

Did you try this?

Run Equity Search Now

   

Equity Search

Search for actively traded equities including funds and ETFs from over 30 global markets
All  Next Launch Module

Fund Asset Allocation for Fpa Paramount

The fund consists of 96.77% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Asset allocation divides Fpa Paramount's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Fpa Fundamentals

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
Check out Investing Opportunities 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 nation.
Note that the Fpa Paramount information on this page should be used as a complementary analysis to other Fpa Paramount'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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

Other Consideration for investing in Fpa Mutual Fund

If you are still planning to invest in Fpa Paramount 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 Fpa Paramount's history and understand the potential risks before investing.
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals