Consumer Finance Portfolio Fund Manager Performance Evaluation
| FSVLX Fund | USD 18.14 0.14 0.77% |
The fund shows a Beta (market volatility) of 1.24, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Consumer Finance will likely underperform.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Consumer Finance Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's essential indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 29th of April 2025 | |
| Expense Ratio | 0.7500 |
Consumer |
Consumer Finance Relative Risk vs. Return Landscape
If you would invest 2,027 in Consumer Finance Portfolio on October 25, 2025 and sell it today you would lose (199.00) from holding Consumer Finance Portfolio or give up 9.82% of portfolio value over 90 days. Consumer Finance Portfolio is currently producing negative expected returns and takes up 1.2714% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Consumer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Consumer Finance Current Valuation
Fairly Valued
Today
Please note that Consumer Finance's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Consumer Finance Por shows a prevailing Real Value of $18.48 per share. The current price of the fund is $18.14. We determine the value of Consumer Finance Por from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Consumer Finance is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Consumer Mutual Fund. However, Consumer Finance'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 18.14 | Real 18.48 | Hype 18.28 | Naive 17.71 |
The intrinsic value of Consumer Finance'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 Consumer Finance'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 Consumer Finance Portfolio helps investors to forecast how Consumer 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 Consumer Finance more accurately as focusing exclusively on Consumer Finance's fundamentals will not take into account other important factors: Consumer Finance Fundamentals Growth
Consumer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Consumer Finance, and Consumer Finance 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 Consumer Mutual Fund performance.
| Price To Earning | 13.97 X | |||
| Price To Book | 1.50 X | |||
| Price To Sales | 2.93 X | |||
| Total Asset | 104.81 M | |||
About Consumer Finance Performance
Evaluating Consumer Finance's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Consumer Finance 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 Consumer Finance 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 securities of companies principally engaged in providing products and services in fintech. The fund invests in domestic and foreign issuers. 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 Consumer Finance Por performance evaluation
Checking the ongoing alerts about Consumer Finance for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Consumer Finance Por help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Consumer Finance Por generated a negative expected return over the last 90 days | |
| The fund retains 99.92% of its assets under management (AUM) in equities |
- Analyzing Consumer Finance'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 Consumer Finance's stock is overvalued or undervalued compared to its peers.
- Examining Consumer Finance'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 Consumer Finance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Consumer Finance's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Consumer Finance's mutual fund. These opinions can provide insight into Consumer Finance's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Consumer Mutual Fund
Consumer Finance financial ratios help investors to determine whether Consumer 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 Consumer with respect to the benefits of owning Consumer Finance security.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |