Future Scholar 529 Fund Manager Performance Evaluation

CMTUX Fund  USD 15.60  0.03  0.19%   
The fund shows a Beta (market volatility) of 0.23, which means not very significant fluctuations relative to the market. As returns on the market increase, Future Scholar's returns are expected to increase less than the market. However, during the bear market, the loss of holding Future Scholar is expected to be smaller as well.

Risk-Adjusted Performance

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Weak
 
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Compared to the overall equity markets, risk-adjusted returns on investments in Future Scholar 529 are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Future Scholar 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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Opinion Target-date funds and other autopilot investments may offer you free money - MarketWatch
11/24/2025
  

Future Scholar Relative Risk vs. Return Landscape

If you would invest  1,554  in Future Scholar 529 on October 25, 2025 and sell it today you would earn a total of  6.00  from holding Future Scholar 529 or generate 0.39% return on investment over 90 days. Future Scholar 529 is currently producing 0.0066% returns and takes up 0.2047% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Future, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Future Scholar is expected to generate 10.0 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.61 times less risky than the market. It trades about 0.03 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 of returns per unit of risk over similar time horizon. Below is the normalized historical share price chart for Future Scholar 529 extending back to May 20, 2021. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Future Scholar stands at 15.60, as last reported on the 23rd of January, with the highest price reaching 15.60 and the lowest price hitting 15.60 during the day.
 
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About Future Scholar Performance

Evaluating Future Scholar's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Future Scholar 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 Future Scholar 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.
Future Scholar is entity of United States. It is traded as Fund on NMFQS exchange.

Things to note about Future Scholar 529 performance evaluation

Checking the ongoing alerts about Future Scholar for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Future Scholar 529 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating Future Scholar's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Future Scholar's mutual fund performance include:
  • Analyzing Future Scholar'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 Future Scholar's stock is overvalued or undervalued compared to its peers.
  • Examining Future Scholar'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 Future Scholar's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Future Scholar's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Future Scholar's mutual fund. These opinions can provide insight into Future Scholar's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Future Scholar's mutual fund performance is not an exact science, and many factors can impact Future Scholar'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.

Other Information on Investing in Future Mutual Fund

Future Scholar financial ratios help investors to determine whether Future 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 Future with respect to the benefits of owning Future Scholar security.
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