Fam Equity Income Fund Net Income
| FAMEX Fund | USD 56.48 0.22 0.39% |
As of the 30th of January, Fam Equity-income shows the Downside Deviation of 0.7478, coefficient of variation of 5339.82, and Mean Deviation of 0.5935. Fam Equity Income technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.
Fam Equity-income's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Fam Equity-income's valuation are provided below:Fam Equity Income Fund does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Fam |
Fam Equity-income 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Fam Equity-income's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Fam Equity-income.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Fam Equity-income on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Fam Equity Income Fund or generate 0.0% return on investment in Fam Equity-income over 90 days. Fam Equity-income is related to or competes with Value Line, Value Line, Columbia Emerging, Green Century, Mairs Power, The Hartford, and Blackrock Moderate. The funds adviser employs a value approach in making its common stock selections More
Fam Equity-income Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Fam Equity-income's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Fam Equity Income Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7478 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 4.14 | |||
| Value At Risk | (1.06) | |||
| Potential Upside | 1.35 |
Fam Equity-income Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fam Equity-income's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fam Equity-income's standard deviation. In reality, there are many statistical measures that can use Fam Equity-income historical prices to predict the future Fam Equity-income's volatility.| Risk Adjusted Performance | 0.0142 | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.0054 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Fam Equity-income's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Fam Equity-income January 30, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0142 | |||
| Market Risk Adjusted Performance | 0.0154 | |||
| Mean Deviation | 0.5935 | |||
| Semi Deviation | 0.7144 | |||
| Downside Deviation | 0.7478 | |||
| Coefficient Of Variation | 5339.82 | |||
| Standard Deviation | 0.7768 | |||
| Variance | 0.6034 | |||
| Information Ratio | (0.06) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.0054 | |||
| Maximum Drawdown | 4.14 | |||
| Value At Risk | (1.06) | |||
| Potential Upside | 1.35 | |||
| Downside Variance | 0.5592 | |||
| Semi Variance | 0.5103 | |||
| Expected Short fall | (0.63) | |||
| Skewness | 0.2789 | |||
| Kurtosis | 0.2421 |
Fam Equity Income Backtested Returns
At this stage we consider Fam Mutual Fund to be very steady. Fam Equity Income secures Sharpe Ratio (or Efficiency) of 0.082, which denotes the fund had a 0.082 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Fam Equity Income Fund, which you can use to evaluate the volatility of the entity. Please confirm Fam Equity-income's Downside Deviation of 0.7478, mean deviation of 0.5935, and Coefficient Of Variation of 5339.82 to check if the risk estimate we provide is consistent with the expected return of 0.064%. The fund shows a Beta (market volatility) of 0.85, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fam Equity-income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fam Equity-income is expected to be smaller as well.
Auto-correlation | 0.53 |
Modest predictability
Fam Equity Income Fund has modest predictability. Overlapping area represents the amount of predictability between Fam Equity-income time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Fam Equity Income price movement. The serial correlation of 0.53 indicates that about 53.0% of current Fam Equity-income price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.53 | |
| Spearman Rank Test | 0.58 | |
| Residual Average | 0.0 | |
| Price Variance | 0.73 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Fam Equity Income Fund reported net income of 0.0. This indicator is about the same for the FAM average (which is currently at 0.0) family and about the same as Mid-Cap Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Fam Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fam Equity-income's current stock value. Our valuation model uses many indicators to compare Fam Equity-income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fam Equity-income competition to find correlations between indicators driving Fam Equity-income's intrinsic value. More Info.Fam Equity Income Fund is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fam Equity Income Fund is roughly 6.27 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fam Equity-income's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Fam Equity-income
The fund consists of 94.78% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Fam Equity-income's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Fam Fundamentals
| Price To Earning | 20.87 X | |||
| Price To Book | 3.33 X | |||
| Price To Sales | 1.72 X | |||
| Total Asset | 697.88 M | |||
| Annual Yield | 0.0009 % | |||
| Year To Date Return | 3.89 % | |||
| One Year Return | 0.94 % | |||
| Three Year Return | 9.02 % | |||
| Five Year Return | 8.35 % | |||
| Ten Year Return | 11.88 % | |||
| Net Asset | 697.88 M | |||
| Minimum Initial Investment | 500 | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 5.22 % | |||
| Equity Positions Weight | 94.78 % |
About Fam Equity-income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fam Equity Income Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fam Equity-income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fam Equity Income Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Other Information on Investing in Fam Mutual Fund
Fam Equity-income financial ratios help investors to determine whether Fam 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 Fam with respect to the benefits of owning Fam Equity-income security.
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