Automotive Portfolio Automotive Fund Manager Performance Evaluation
| FSAVX Fund | USD 54.79 0.44 0.80% |
The fund shows a Beta (market volatility) of -0.28, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Automotive Portfolio are expected to decrease at a much lower rate. During the bear market, Automotive Portfolio is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Automotive Portfolio Automotive are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Automotive Portfolio is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of April 2023 | |
| Expense Ratio | 0.8900 |
Automotive |
Automotive Portfolio Relative Risk vs. Return Landscape
If you would invest 5,266 in Automotive Portfolio Automotive on August 24, 2024 and sell it today you would earn a total of 213.00 from holding Automotive Portfolio Automotive or generate 4.04% return on investment over 90 days. Automotive Portfolio Automotive is currently producing 0.0682% returns and takes up 1.1296% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Automotive, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Automotive Portfolio Current Valuation
Overvalued
Today
Please note that Automotive Portfolio's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Automotive Portfolio shows a prevailing Real Value of $50.18 per share. The current price of the fund is $54.79. We determine the value of Automotive Portfolio 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 Automotive Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Automotive Mutual Fund. However, Automotive Portfolio'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 54.79 | Real 50.18 | Hype 54.79 | Naive 53.77 |
The intrinsic value of Automotive Portfolio'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 Automotive Portfolio'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 Automotive Portfolio Automotive helps investors to forecast how Automotive 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 Automotive Portfolio more accurately as focusing exclusively on Automotive Portfolio's fundamentals will not take into account other important factors: Automotive Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Automotive Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Automotive Portfolio Automotive, and traders can use it to determine the average amount a Automotive Portfolio'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 = 0.0604
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| Cash | FSAVX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Automotive Portfolio is performing at about 4% 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 Automotive Portfolio by adding it to a well-diversified portfolio.
Automotive Portfolio Fundamentals Growth
Automotive Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Automotive Portfolio, and Automotive Portfolio 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 Automotive Mutual Fund performance.
| Price To Earning | 12.38 X | |||
| Price To Book | 1.83 X | |||
| Price To Sales | 0.73 X | |||
About Automotive Portfolio Performance
Evaluating Automotive Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Automotive Portfolio 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 Automotive Portfolio 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 at least 80 percent of assets in securities of companies principally engaged in the manufacture, marketing or sale of automobiles, trucks, specialty vehicles, parts, tires, and related services. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.Things to note about Automotive Portfolio performance evaluation
Checking the ongoing alerts about Automotive Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Automotive 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 generated three year return of -5.0% | |
| Automotive Portfolio retains 99.8% of its assets under management (AUM) in equities |
- Analyzing Automotive Portfolio'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 Automotive Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Automotive Portfolio'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 Automotive Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Automotive Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Automotive Portfolio's mutual fund. These opinions can provide insight into Automotive Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Automotive Mutual Fund
Automotive Portfolio financial ratios help investors to determine whether Automotive 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 Automotive with respect to the benefits of owning Automotive Portfolio security.
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| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |