Independent Franchise Partners Fund Manager Performance Evaluation
| IFPUX Fund | USD 21.83 0.14 0.64% |
The fund retains a Market Volatility (i.e., Beta) of 1.01, which attests to a somewhat significant risk relative to the market. Independent Franchise returns are very sensitive to returns on the market. As the market goes up or down, Independent Franchise is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Independent Franchise Partners are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Independent Franchise showed solid returns over the last few months and may actually be approaching a breakup point.
...moreIndependent |
Independent Franchise Relative Risk vs. Return Landscape
If you would invest 1,879 in Independent Franchise Partners on October 4, 2025 and sell it today you would earn a total of 304.00 from holding Independent Franchise Partners or generate 16.18% return on investment over 90 days. Independent Franchise Partners is currently producing 0.2524% returns and takes up 1.4829% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Independent, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Independent Franchise Current Valuation
Undervalued
Today
Please note that Independent Franchise's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Independent Franchise retains a regular Real Value of $23.29 per share. The prevalent price of the fund is $21.83. We determine the value of Independent Franchise from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Independent Franchise is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Independent Mutual Fund. However, Independent Franchise'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 21.83 | Real 23.29 | Hype 21.83 | Naive 21.16 |
The intrinsic value of Independent Franchise'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 Independent Franchise'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 Independent Franchise Partners helps investors to forecast how Independent 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 Independent Franchise more accurately as focusing exclusively on Independent Franchise's fundamentals will not take into account other important factors: Independent Franchise Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Independent Franchise's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Independent Franchise Partners, and traders can use it to determine the average amount a Independent Franchise'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 = 0.1702
| Best Portfolio | Best Equity | |||
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| Small Returns | IFPUX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Based on monthly moving average Independent Franchise is performing at about 13% 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 Independent Franchise by adding it to a well-diversified portfolio.
Independent Franchise Fundamentals Growth
Independent Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Independent Franchise, and Independent Franchise 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 Independent Mutual Fund performance.
| Total Asset | 2.1 B | |||
About Independent Franchise Performance
Evaluating Independent Franchise's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Independent Franchise 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 Independent Franchise 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 its assets in equity securities of companies deriving a significant portion of their revenue from the U.S. or with a primary listing on a U.S. stock exchange or that have their principal place of business or operations in the U.S. It may invest up to 20 percent of the value of its net assets in non-U.S. equity securities, including equity securities in emerging markets. The fund is non-diversified.Things to note about Independent Franchise performance evaluation
Checking the ongoing alerts about Independent Franchise for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Independent Franchise help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 97.81% of its assets under management (AUM) in equities |
- Analyzing Independent Franchise'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 Independent Franchise's stock is overvalued or undervalued compared to its peers.
- Examining Independent Franchise'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 Independent Franchise's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Independent Franchise's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Independent Franchise's mutual fund. These opinions can provide insight into Independent Franchise's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Independent Mutual Fund
Independent Franchise financial ratios help investors to determine whether Independent 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 Independent with respect to the benefits of owning Independent Franchise security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |