Fa529 Gr Op Fund Manager Performance Evaluation
| FGDPX Fund | USD 61.42 0.74 1.22% |
The fund owns a Beta (Systematic Risk) of -0.17, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fa529 Gr are expected to decrease at a much lower rate. During the bear market, Fa529 Gr is likely to outperform the market.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Fa529 Gr Op are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Fa529 Gr may actually be approaching a critical reversion point that can send shares even higher in August 2024.
...more| Expense Ratio | 0.0400 |
Fa529 |
Fa529 Gr Relative Risk vs. Return Landscape
If you would invest 5,781 in Fa529 Gr Op on April 28, 2024 and sell it today you would earn a total of 361.00 from holding Fa529 Gr Op or generate 6.24% return on investment over 90 days. Fa529 Gr Op is currently producing 0.1026% returns and takes up 1.1388% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Fa529, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| 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 = 0.0901
| Best Portfolio | Best Equity | |||
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| Cash | FGDPX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.1 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 Gr 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 Gr by adding it to a well-diversified portfolio.
About Fa529 Gr Performance
Evaluating Fa529 Gr's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fa529 Gr has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fa529 Gr has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. 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.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.
Other Information on Investing in Fa529 Mutual Fund
Fa529 Gr financial ratios help investors to determine whether Fa529 Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fa529 with respect to the benefits of owning Fa529 Gr security.
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