Future Scholar 529 Fund Manager Performance Evaluation
| CMTHX Fund | USD 20.67 0.29 1.38% |
The fund shows a Beta (market volatility) of 0.39, which means possible diversification benefits within a given portfolio. As returns on the market increase, Future Scholar's returns are expected to increase less than the market. However, during the bear market, the loss of holding Future Scholar is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Future Scholar 529 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical indicators, Future Scholar is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreFuture |
Future Scholar Relative Risk vs. Return Landscape
If you would invest 2,083 in Future Scholar 529 on November 27, 2024 and sell it today you would lose (16.00) from holding Future Scholar 529 or give up 0.77% of portfolio value over 90 days. Future Scholar 529 is currently producing negative expected returns and takes up 0.637% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Future, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Future Scholar Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Future Scholar's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Future Scholar 529, and traders can use it to determine the average amount a Future Scholar'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 = -0.0174
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CMTHX |
Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Future Scholar 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 Future Scholar by adding Future Scholar to a well-diversified portfolio.
About Future Scholar Performance
Evaluating Future Scholar's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Future Scholar 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 Future Scholar 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.
Future Scholar is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Future Scholar 529 performance evaluation
Checking the ongoing alerts about Future Scholar for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Future Scholar 529 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Future Scholar 529 generated a negative expected return over the last 90 days |
- Analyzing Future Scholar'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 Future Scholar's stock is overvalued or undervalued compared to its peers.
- Examining Future Scholar'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 Future Scholar's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Future Scholar's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Future Scholar's mutual fund. These opinions can provide insight into Future Scholar's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Future Mutual Fund
Future Scholar financial ratios help investors to determine whether Future 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 Future with respect to the benefits of owning Future Scholar security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |