My529 Large Cap Fund Manager Performance Evaluation
| UTDLX Fund | USD 14.78 0.06 0.41% |
The fund owns a Beta (Systematic Risk) of 0.9, which conveys possible diversification benefits within a given portfolio. My529 Large returns are very sensitive to returns on the market. As the market goes up or down, My529 Large is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in My529 Large Cap are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, My529 Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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My529 |
My529 Large Relative Risk vs. Return Landscape
If you would invest 1,399 in My529 Large Cap on September 30, 2025 and sell it today you would earn a total of 79.00 from holding My529 Large Cap or generate 5.65% return on investment over 90 days. My529 Large Cap is currently producing 0.0899% returns and takes up 0.74% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than My529, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
My529 Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for My529 Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as My529 Large Cap, and traders can use it to determine the average amount a My529 Large'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 = 0.1215
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| Cash | UTDLX | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average My529 Large is performing at about 9% 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 My529 Large by adding it to a well-diversified portfolio.
About My529 Large Performance
Evaluating My529 Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if My529 Large 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 My529 Large 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.
My529 Large is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about My529 Large Cap performance evaluation
Checking the ongoing alerts about My529 Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for My529 Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating My529 Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate My529 Large's mutual fund performance include:- Analyzing My529 Large'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 My529 Large's stock is overvalued or undervalued compared to its peers.
- Examining My529 Large'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 My529 Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of My529 Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of My529 Large's mutual fund. These opinions can provide insight into My529 Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in My529 Mutual Fund
My529 Large financial ratios help investors to determine whether My529 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 My529 with respect to the benefits of owning My529 Large security.
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