Forum Real Estate Fund Manager Performance Evaluation
| FORAX Fund | 9.69 0.04 0.41% |
The fund shows a Beta (market volatility) of -0.0185, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Forum Real are expected to decrease at a much lower rate. During the bear market, Forum Real is likely to outperform the market.
Risk-Adjusted Performance
High
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Forum Real Estate are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Forum Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreForum |
Forum Real Relative Risk vs. Return Landscape
If you would invest 947.00 in Forum Real Estate on October 31, 2025 and sell it today you would earn a total of 22.00 from holding Forum Real Estate or generate 2.32% return on investment over 90 days. Forum Real Estate is currently producing 0.0377% returns and takes up 0.1107% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Forum, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Forum Real Target Price Odds to finish over Current Price
The tendency of Forum Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.69 | 90 days | 9.69 | about 7.77 |
Based on a normal probability distribution, the odds of Forum Real to move above the current price in 90 days from now is about 7.77 (This Forum Real Estate probability density function shows the probability of Forum Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Forum Real Estate has a beta of -0.0185. This usually indicates as returns on the benchmark increase, returns on holding Forum Real are expected to decrease at a much lower rate. During a bear market, however, Forum Real Estate is likely to outperform the market. Additionally Forum Real Estate has an alpha of 0.0387, implying that it can generate a 0.0387 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Forum Real Price Density |
| Price |
Predictive Modules for Forum Real
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Forum Real Estate. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Forum Real Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Forum Real is not an exception. The market had few large corrections towards the Forum Real's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Forum Real Estate, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Forum Real within the framework of very fundamental risk indicators.About Forum Real Performance
Evaluating Forum Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Forum Real 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 Forum Real 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.
Forum Real is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Forum Real Estate performance evaluation
Checking the ongoing alerts about Forum Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Forum Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Forum Real's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Forum Real's mutual fund performance include:- Analyzing Forum Real'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 Forum Real's stock is overvalued or undervalued compared to its peers.
- Examining Forum Real'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 Forum Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Forum Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Forum Real's mutual fund. These opinions can provide insight into Forum Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Forum Mutual Fund
Forum Real financial ratios help investors to determine whether Forum 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 Forum with respect to the benefits of owning Forum Real security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |