Focused International Growth Fund Manager Performance Evaluation
| AFCNX Fund | USD 16.71 0.08 0.48% |
The fund shows a Beta (market volatility) of 0.69, which means possible diversification benefits within a given portfolio. As returns on the market increase, Focused International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Focused International is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Focused International Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Focused International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0900 |
Focused |
Focused International Relative Risk vs. Return Landscape
If you would invest 1,768 in Focused International Growth on August 29, 2024 and sell it today you would lose (97.00) from holding Focused International Growth or give up 5.49% of portfolio value over 90 days. Focused International Growth is currently producing negative expected returns and takes up 0.936% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Focused, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Focused International Current Valuation
Overvalued
Today
Please note that Focused International's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Focused International shows a prevailing Real Value of $15.74 per share. The current price of the fund is $16.71. We determine the value of Focused International 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 Focused International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Focused Mutual Fund. However, Focused International'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 16.71 | Real 15.74 | Hype 16.71 | Naive 16.73 |
The intrinsic value of Focused International'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 Focused International'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 Focused International Growth helps investors to forecast how Focused 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 Focused International more accurately as focusing exclusively on Focused International's fundamentals will not take into account other important factors: Focused International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Focused International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Focused International Growth, and traders can use it to determine the average amount a Focused International'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 = -0.0895
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AFCNX |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Focused International is not performing at its full potential. However, 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 Focused International by adding Focused International to a well-diversified portfolio.
Focused International Fundamentals Growth
Focused Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Focused International, and Focused International 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 Focused Mutual Fund performance.
| Total Asset | 56.29 M | |||
About Focused International Performance
Evaluating Focused International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Focused International 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 Focused International 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 invests primarily in securities of companies located in at least three developed countries world-wide . The portfolio managers look for stocks of companies they believe will increase in value over time, using an investment strategy developed by the funds investment advisor. Under normal market conditions, the funds portfolio managers seek securities of companies whose earnings, revenues or key business fundamentals are not only growing, but growing at an accelerating pace. The fund normally invests in a relatively limited number of companies, generally 35-50.Things to note about Focused International performance evaluation
Checking the ongoing alerts about Focused International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Focused International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Focused International generated a negative expected return over the last 90 days | |
| The fund generated three year return of -6.0% | |
| Focused International holds 95.53% of its assets under management (AUM) in equities |
- Analyzing Focused International'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 Focused International's stock is overvalued or undervalued compared to its peers.
- Examining Focused International'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 Focused International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Focused International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Focused International's mutual fund. These opinions can provide insight into Focused International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Focused Mutual Fund
Focused International financial ratios help investors to determine whether Focused 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 Focused with respect to the benefits of owning Focused International security.
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