Pharmaceuticals Portfolio Pharmaceuticals Fund Manager Performance Evaluation
| FPHAX Fund | USD 31.46 0.17 0.54% |
The fund holds a Beta of 0.51, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pharmaceuticals Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pharmaceuticals Portfolio is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pharmaceuticals Portfolio Pharmaceuticals are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Pharmaceuticals Portfolio may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more| Expense Ratio Date | 29th of April 2025 | |
| Expense Ratio | 0.6700 |
Pharmaceuticals |
Pharmaceuticals Portfolio Relative Risk vs. Return Landscape
If you would invest 2,811 in Pharmaceuticals Portfolio Pharmaceuticals on October 15, 2025 and sell it today you would earn a total of 335.00 from holding Pharmaceuticals Portfolio Pharmaceuticals or generate 11.92% return on investment over 90 days. Pharmaceuticals Portfolio Pharmaceuticals is currently producing 0.1904% returns and takes up 1.0702% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Pharmaceuticals, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pharmaceuticals Portfolio Current Valuation
Undervalued
Today
Please note that Pharmaceuticals Portfolio's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Pharmaceuticals Portfolio holds a recent Real Value of $33.82 per share. The prevailing price of the fund is $31.46. We determine the value of Pharmaceuticals Portfolio from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Pharmaceuticals Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pharmaceuticals Mutual Fund. However, Pharmaceuticals Portfolio's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 31.46 | Real 33.82 | Hype 28.45 |
The intrinsic value of Pharmaceuticals Portfolio's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pharmaceuticals Portfolio's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Pharmaceuticals Portfolio Pharmaceuticals helps investors to forecast how Pharmaceuticals mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pharmaceuticals Portfolio more accurately as focusing exclusively on Pharmaceuticals Portfolio's fundamentals will not take into account other important factors: Pharmaceuticals Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pharmaceuticals Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pharmaceuticals Portfolio Pharmaceuticals, and traders can use it to determine the average amount a Pharmaceuticals Portfolio'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 = 0.1779
| High Returns | Best Equity | |||
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| Small Returns | FPHAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Based on monthly moving average Pharmaceuticals Portfolio is performing at about 14% 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 Pharmaceuticals Portfolio by adding it to a well-diversified portfolio.
Pharmaceuticals Portfolio Fundamentals Growth
Pharmaceuticals Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pharmaceuticals Portfolio, and Pharmaceuticals Portfolio fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pharmaceuticals Mutual Fund performance.
| Price To Earning | 18.56 X | ||||
| Price To Book | 2.04 X | ||||
| Price To Sales | 3.00 X | ||||
| Total Asset | 1.35 B | ||||
About Pharmaceuticals Portfolio Performance
Evaluating Pharmaceuticals Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pharmaceuticals Portfolio 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 Pharmaceuticals Portfolio 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.
The fund normally invests at least 80 percent of assets in companies engaged in the research, development, manufacture, sale, or distribution of pharmaceuticals and drugs of all types. It invests in domestic and foreign issuers. The fund invests primarily in common stocks. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.Things to note about Pharmaceuticals Portfolio performance evaluation
Checking the ongoing alerts about Pharmaceuticals Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pharmaceuticals Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Artisan Partners Mid Cap Value Funds Q3 2025 Investor Letter - Insider Monkey | |
| The fund retains 97.26% of its assets under management (AUM) in equities |
- Analyzing Pharmaceuticals Portfolio'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 Pharmaceuticals Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Pharmaceuticals Portfolio'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 Pharmaceuticals Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pharmaceuticals Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pharmaceuticals Portfolio's mutual fund. These opinions can provide insight into Pharmaceuticals Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pharmaceuticals Mutual Fund
Pharmaceuticals Portfolio financial ratios help investors to determine whether Pharmaceuticals 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 Pharmaceuticals with respect to the benefits of owning Pharmaceuticals Portfolio security.
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