Common Stock Fund Manager Performance Evaluation
| FMIMX Fund | USD 40.86 0.80 2.00% |
The fund shows a Beta (market volatility) of 0.0283, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Common Stock's returns are expected to increase less than the market. However, during the bear market, the loss of holding Common Stock is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Common Stock Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Common Stock may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 1.0000 |
Common |
Common Stock Relative Risk vs. Return Landscape
If you would invest 3,736 in Common Stock Fund on August 28, 2024 and sell it today you would earn a total of 350.00 from holding Common Stock Fund or generate 9.37% return on investment over 90 days. Common Stock Fund is currently producing 0.148% returns and takes up 1.084% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Common, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Common Stock Current Valuation
Fairly Valued
Today
Please note that Common Stock's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Common Stock shows a prevailing Real Value of $40.2 per share. The current price of the fund is $40.86. We determine the value of Common Stock from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Common Stock is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Common Mutual Fund. However, Common Stock'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 40.86 | Real 40.2 | Hype 40.86 | Naive 39.88 |
The intrinsic value of Common Stock'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 Common Stock'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 Common Stock Fund helps investors to forecast how Common 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 Common Stock more accurately as focusing exclusively on Common Stock's fundamentals will not take into account other important factors: Common Stock Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Common Stock's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Common Stock Fund, and traders can use it to determine the average amount a Common Stock'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 = 0.1365
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | FMIMX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Common Stock is performing at about 10% 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 Common Stock by adding it to a well-diversified portfolio.
Common Stock Fundamentals Growth
Common Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Common Stock, and Common Stock 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 Common Mutual Fund performance.
| Price To Earning | 18.80 X | ||||
| Price To Book | 2.17 X | ||||
| Price To Sales | 0.84 X | ||||
| Total Asset | 502.99 M | ||||
About Common Stock Performance
Evaluating Common Stock's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Common Stock 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 Common Stock 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 mainly in small- to medium-capitalization companies listed or traded on a national securities exchange or on a national securities association. Under normal market conditions, the fund invests 80 percent of its net assets in common stocks, including for purposes of this limitation common stocks of foreign companies which the fund principally invests in through ADRs or American Depositary Shares ADSs. ADRs and ADSs are dollar-denominated securities of foreign issuers traded in the U.S.Things to note about Common Stock performance evaluation
Checking the ongoing alerts about Common Stock for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Common Stock 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 95.99% of its assets under management (AUM) in equities |
- Analyzing Common Stock'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 Common Stock's stock is overvalued or undervalued compared to its peers.
- Examining Common Stock'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 Common Stock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Common Stock's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Common Stock's mutual fund. These opinions can provide insight into Common Stock's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Common Mutual Fund
Common Stock financial ratios help investors to determine whether Common 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 Common with respect to the benefits of owning Common Stock security.
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| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |