Fa 529 Aggressive Fund Manager Performance Evaluation
| FFCGX Fund | USD 40.26 0.02 0.05% |
The fund owns a Beta (Systematic Risk) of 0.75, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fa 529's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fa 529 is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Fa 529 Aggressive are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Fa 529 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 |
FFCGX |
Fa 529 Relative Risk vs. Return Landscape
If you would invest 3,846 in Fa 529 Aggressive on August 31, 2024 and sell it today you would earn a total of 180.00 from holding Fa 529 Aggressive or generate 4.68% return on investment over 90 days. Fa 529 Aggressive is currently producing 0.075% returns and takes up 0.6921% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than FFCGX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fa 529 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fa 529's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fa 529 Aggressive, and traders can use it to determine the average amount a Fa 529'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 = 0.1084
| Best Portfolio | Best Equity | |||
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| Cash | FFCGX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Fa 529 is performing at about 8% 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 Fa 529 by adding it to a well-diversified portfolio.
About Fa 529 Performance
Evaluating Fa 529's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fa 529 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 Fa 529 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.
Fa 529 is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Fa 529 Aggressive performance evaluation
Checking the ongoing alerts about Fa 529 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fa 529 Aggressive help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Fa 529's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fa 529's mutual fund performance include:- Analyzing Fa 529'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 Fa 529's stock is overvalued or undervalued compared to its peers.
- Examining Fa 529'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 Fa 529's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fa 529's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fa 529's mutual fund. These opinions can provide insight into Fa 529's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in FFCGX Mutual Fund
Fa 529 financial ratios help investors to determine whether FFCGX 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 FFCGX with respect to the benefits of owning Fa 529 security.
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