Ft 7927 Corporate Fund Manager Performance Evaluation
| FCOLDX Fund | USD 114.88 0.10 0.09% |
The fund owns a Beta (Systematic Risk) of -0.43, which means possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Ft 7927 are expected to decrease at a much lower rate. During the bear market, Ft 7927 is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Ft 7927 Corporate has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...moreFCOLDX |
Ft 7927 Relative Risk vs. Return Landscape
If you would invest 15,743 in Ft 7927 Corporate on September 20, 2024 and sell it today you would lose (4,255) from holding Ft 7927 Corporate or give up 27.03% of portfolio value over 90 days. Ft 7927 Corporate is producing return of less than zero assuming 3.4407% volatility of returns over the 90 days investment horizon. Simply put, 30% of all funds have less volatile historical return distribution than Ft 7927, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Ft 7927 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ft 7927's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Ft 7927 Corporate, and traders can use it to determine the average amount a Ft 7927'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 = -0.1242
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FCOLDX |
Estimated Market Risk
| 3.44 actual daily | 30 70% of assets are more volatile |
Expected Return
| -0.43 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ft 7927 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 Ft 7927 by adding Ft 7927 to a well-diversified portfolio.
About Ft 7927 Performance
Evaluating Ft 7927's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ft 7927 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 Ft 7927 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.
Ft 7927 is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Ft 7927 Corporate performance evaluation
Checking the ongoing alerts about Ft 7927 for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Ft 7927 Corporate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ft 7927 Corporate generated a negative expected return over the last 90 days | |
| Ft 7927 Corporate has high historical volatility and very poor performance |
- Analyzing Ft 7927'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 Ft 7927's stock is overvalued or undervalued compared to its peers.
- Examining Ft 7927'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 Ft 7927's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ft 7927's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Ft 7927's fund. These opinions can provide insight into Ft 7927's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in FCOLDX Fund
Ft 7927 financial ratios help investors to determine whether FCOLDX 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 FCOLDX with respect to the benefits of owning Ft 7927 security.
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