It Services Portfolio Fund Manager Performance Evaluation
| FBSOX Fund | USD 68.85 0.40 0.58% |
The fund owns a Beta (Systematic Risk) of -0.0166, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning It Services are expected to decrease at a much lower rate. During the bear market, It Services is likely to outperform the market.
Risk-Adjusted Performance
21 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in It Services Portfolio are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, It Services showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 29th of April 2023 | |
| Expense Ratio | 0.6800 |
FBSOX |
It Services Relative Risk vs. Return Landscape
If you would invest 5,963 in It Services Portfolio on August 28, 2024 and sell it today you would earn a total of 922.00 from holding It Services Portfolio or generate 15.46% return on investment over 90 days. It Services Portfolio is currently producing 0.232% returns and takes up 0.8453% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than FBSOX, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
It Services Current Valuation
Overvalued
Today
Please note that It Services' price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. It Services Portfolio owns a latest Real Value of $65.39 per share. The recent price of the fund is $68.85. We determine the value of It Services Portfolio from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, in the future, mutual fund prices and their ongoing real values will blend.
Since It Services is currently traded on the exchange, buyers and sellers on that exchange determine the market value of FBSOX Mutual Fund. However, It 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 68.85 | Real 65.39 | Hype 68.85 |
The intrinsic value of It 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 It 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 It Services Portfolio helps investors to forecast how FBSOX 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 It Services more accurately as focusing exclusively on It Services' fundamentals will not take into account other important factors: It Services Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for It Services' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as It Services Portfolio, and traders can use it to determine the average amount a It Services' 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 = 0.2744
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FBSOX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.27 actual daily | 21 79% of assets perform better |
Based on monthly moving average It Services is performing at about 21% 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 It Services by adding it to a well-diversified portfolio.
It Services Fundamentals Growth
FBSOX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of It Services, and It 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 FBSOX Mutual Fund performance.
| Price To Earning | 25.24 X | ||||
| Price To Book | 4.69 X | ||||
| Price To Sales | 2.46 X | ||||
About It Services Performance
Evaluating It Services' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if It 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 It 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 normally invests primarily in common stocks. The fund invests at least 80 percent of assets in securities of companies principally engaged in providing enterprise technology services. The fund is non-diversified.Things to note about It Services Portfolio performance evaluation
Checking the ongoing alerts about It Services for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for It Services Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.7% of its assets under management (AUM) in equities |
- Analyzing It 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 It Services' stock is overvalued or undervalued compared to its peers.
- Examining It 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 It Services' management team can have a significant impact on its success or failure. Reviewing the track record and experience of It Services' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of It Services' mutual fund. These opinions can provide insight into It Services' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in FBSOX Mutual Fund
It Services financial ratios help investors to determine whether FBSOX 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 FBSOX with respect to the benefits of owning It Services security.
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