Fa529 Eq In Fund Manager Performance Evaluation
| FEIPX Fund | USD 38.08 0.03 0.08% |
The fund owns a Beta (Systematic Risk) of 0.84, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fa529 Eq's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fa529 Eq is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Fa529 Eq In are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Fa529 Eq is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Fa529 |
Fa529 Eq Relative Risk vs. Return Landscape
If you would invest 3,684 in Fa529 Eq In on January 26, 2024 and sell it today you would earn a total of 124.00 from holding Fa529 Eq In or generate 3.37% return on investment over 90 days. Fa529 Eq In is currently producing 0.0552% returns and takes up 0.6081% volatility of returns over 90 trading days. Put another way, 5% 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 |
| Risk |
Fa529 Eq Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fa529 Eq's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fa529 Eq In, and traders can use it to determine the average amount a Fa529 Eq'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 = 0.0908
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | FEIPX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Fa529 Eq is performing at about 7% 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 Fa529 Eq by adding it to a well-diversified portfolio.
About Fa529 Eq Performance
To evaluate Fa529 Eq In 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 Eq 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 Eq In 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.Fa529 Eq is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Fa529 Eq In performance evaluation
Checking the ongoing alerts about Fa529 Eq for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fa529 Eq In help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Fa529 Eq's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fa529 Eq's mutual fund performance include:- Analyzing Fa529 Eq'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 Eq's stock is overvalued or undervalued compared to its peers.
- Examining Fa529 Eq'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 Eq's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fa529 Eq's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fa529 Eq's mutual fund. These opinions can provide insight into Fa529 Eq'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 Fa529 Eq In. 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 american community survey. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Please note, there is a significant difference between Fa529 Eq's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fa529 Eq is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fa529 Eq'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.