Financial Services Portfolio Fund Manager Performance Evaluation
| SFPIX Fund | USD 0.22 0.00 0.00% |
The fund shows a Beta (market volatility) of 1.34, which means 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, Financial Services will likely underperform.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Financial Services Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's forward indicators remain fairly strong which may send shares a bit higher in March 2026. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 30th of December 2024 | |
| Expense Ratio | 3.8800 |
Financial |
Financial Services Relative Risk vs. Return Landscape
If you would invest 1,260 in Financial Services Portfolio on October 31, 2025 and sell it today you would lose (1,238) from holding Financial Services Portfolio or give up 98.25% of portfolio value over 90 days. Financial Services Portfolio is currently producing negative expected returns and takes up 14.9984% volatility of returns over 90 trading days. Put another way, most equities are less risky on the basis of their return distribution than Financial, and majority of traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Financial Services Current Valuation
Overvalued
Today
Please note that Financial Services' price fluctuation is out of control at this time. Financial Services seems to be overvalued based on Macroaxis valuation methodology. We determine the value of Financial Services from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Financial Services is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Financial Mutual Fund. However, Financial Services' 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 0.22 | Real 0.22 | Hype 0.29 | Naive 3.55 |
The intrinsic value of Financial Services' 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 Financial Services' 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 Financial Services Portfolio helps investors to forecast how Financial 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 Financial Services more accurately as focusing exclusively on Financial Services' fundamentals will not take into account other important factors: Financial Services Target Price Odds to finish over Current Price
The tendency of Financial Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 0.22 | 90 days | 0.22 | about 92.69 |
Based on a normal probability distribution, the odds of Financial Services to move above the current price in 90 days from now is about 92.69 (This Financial Services Portfolio probability density function shows the probability of Financial Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.34 . This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Financial Services will likely underperform. Additionally Financial Services Portfolio has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Financial Services Price Density |
| Price |
Predictive Modules for Financial Services
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Financial Services. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Financial Services Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Financial Services is not an exception. The market had few large corrections towards the Financial Services' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Financial Services Portfolio, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Financial Services within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -1.62 | |
β | Beta against Dow Jones | 1.34 | |
σ | Overall volatility | 5.85 | |
Ir | Information ratio | -0.13 |
Financial Services Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Financial Services for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Financial Services can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Financial Services is not yet fully synchronised with the market data | |
| Financial Services generated a negative expected return over the last 90 days | |
| Financial Services has high historical volatility and very poor performance | |
| Financial Services has some characteristics of a very speculative penny stock | |
| The fund maintains 98.1% of its assets in stocks |
Financial Services Fundamentals Growth
Financial Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Financial Services, and Financial Services 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 Financial Mutual Fund performance.
| Price To Earning | 15.59 X | |||
| Price To Book | 1.43 X | |||
| Price To Sales | 2.39 X | |||
| Total Asset | 670 K | |||
About Financial Services Performance
Evaluating Financial Services' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Financial Services 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 Financial Services 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 will normally invest at least 80 percent of its total assets in U.S. and foreign equity securities issued by financial services companies, regardless of their stock market value . Equity securities include common stocks, securities convertible into common stocks, preferred stocks and warrants. Up to 20 percent of the Portfolios total assets may be invested in U.S. and foreign securities outside of financial companies.Things to note about Financial Services performance evaluation
Checking the ongoing alerts about Financial Services for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Financial Services help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Financial Services is not yet fully synchronised with the market data | |
| Financial Services generated a negative expected return over the last 90 days | |
| Financial Services has high historical volatility and very poor performance | |
| Financial Services has some characteristics of a very speculative penny stock | |
| The fund maintains 98.1% of its assets in stocks |
- Analyzing Financial Services' 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 Financial Services' stock is overvalued or undervalued compared to its peers.
- Examining Financial Services' 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 Financial Services' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Financial Services' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Financial Services' mutual fund. These opinions can provide insight into Financial Services' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Financial Mutual Fund
Financial Services financial ratios help investors to determine whether Financial 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 Financial with respect to the benefits of owning Financial Services security.
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |