Fort Pitt Capital Fund Manager Performance Evaluation
| FPCGX Fund | USD 24.98 0.05 0.20% |
The fund shows a Beta (market volatility) of 1.05, which means a somewhat significant risk relative to the market. Fort Pitt returns are very sensitive to returns on the market. As the market goes up or down, Fort Pitt is expected to follow.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Fort Pitt Capital has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.0000 |
Fort |
Fort Pitt Relative Risk vs. Return Landscape
If you would invest 2,844 in Fort Pitt Capital on October 1, 2025 and sell it today you would lose (346.00) from holding Fort Pitt Capital or give up 12.17% of portfolio value over 90 days. Fort Pitt Capital is currently producing negative expected returns and takes up 2.4305% volatility of returns over 90 trading days. Put another way, 21% of traded mutual funds are less volatile than Fort, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fort Pitt Current Valuation
Undervalued
Today
Please note that Fort Pitt's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Fort Pitt Capital shows a prevailing Real Value of $25.67 per share. The current price of the fund is $24.98. We determine the value of Fort Pitt Capital from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fort Pitt is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fort Mutual Fund. However, Fort Pitt'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 24.98 | Real 25.67 | Hype 24.98 | Naive 21.49 |
The intrinsic value of Fort Pitt'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 Fort Pitt'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 Fort Pitt Capital helps investors to forecast how Fort 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 Fort Pitt more accurately as focusing exclusively on Fort Pitt's fundamentals will not take into account other important factors: Fort Pitt Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fort Pitt's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fort Pitt Capital, and traders can use it to determine the average amount a Fort Pitt'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 = -0.0728
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FPCGX |
Based on monthly moving average Fort Pitt 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 Fort Pitt by adding Fort Pitt to a well-diversified portfolio.
Fort Pitt Fundamentals Growth
Fort Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fort Pitt, and Fort Pitt 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 Fort Mutual Fund performance.
| Price To Earning | 19.89 X | ||||
| Price To Book | 2.12 X | ||||
| Price To Sales | 1.96 X | ||||
About Fort Pitt Performance
Evaluating Fort Pitt's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fort Pitt 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 Fort Pitt 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 will invest primarily in common stocks of large and mid-sized U.S. companies that the advisor considers to be profitable and which have returns on equity near or higher than their peers, and the Advisor believes are undervalued as measured by their price-to-earnings ratio. The percentage of assets allocated between equity and fixed income securities is flexible rather than fixed.Things to note about Fort Pitt Capital performance evaluation
Checking the ongoing alerts about Fort Pitt for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fort Pitt Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fort Pitt Capital generated a negative expected return over the last 90 days | |
| The fund retains 98.4% of its assets under management (AUM) in equities |
- Analyzing Fort Pitt'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 Fort Pitt's stock is overvalued or undervalued compared to its peers.
- Examining Fort Pitt'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 Fort Pitt's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fort Pitt's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fort Pitt's mutual fund. These opinions can provide insight into Fort Pitt's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fort Mutual Fund
Fort Pitt financial ratios help investors to determine whether Fort 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 Fort with respect to the benefits of owning Fort Pitt security.
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