Software And It Fund Manager Performance Evaluation
| FSCSX Fund | USD 30.75 0.38 1.25% |
The entity has a beta of 1.0, which indicates a somewhat significant risk relative to the market. Software And returns are very sensitive to returns on the market. As the market goes up or down, Software And is expected to follow.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Software And It are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Software And showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 29th of April 2023 | |
| Expense Ratio | 0.6400 |
Software |
Software And Relative Risk vs. Return Landscape
If you would invest 2,665 in Software And It on August 28, 2024 and sell it today you would earn a total of 410.00 from holding Software And It or generate 15.38% return on investment over 90 days. Software And It is currently producing 0.233% returns and takes up 1.0651% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Software, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Software And Current Valuation
Undervalued
Today
Please note that Software And's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Software And It has a current Real Value of $32.21 per share. The regular price of the fund is $30.75. We determine the value of Software And It from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Software And is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Software Mutual Fund. However, Software And'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 30.75 | Real 32.21 | Hype 30.75 | Naive 30.44 |
The intrinsic value of Software And'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 Software And'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 Software And It helps investors to forecast how Software 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 Software And more accurately as focusing exclusively on Software And's fundamentals will not take into account other important factors: Software And Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Software And's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Software And It, and traders can use it to determine the average amount a Software And'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 = 0.2187
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FSCSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Software And is performing at about 17% 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 Software And by adding it to a well-diversified portfolio.
Software And Fundamentals Growth
Software Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Software And, and Software And 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 Software Mutual Fund performance.
| Price To Earning | 27.93 X | ||||
| Price To Book | 4.53 X | ||||
| Price To Sales | 4.91 X | ||||
About Software And Performance
Evaluating Software And's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Software And 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 Software And 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 primarily in common stocks. It normally invests at least 80 percent of assets in securities of companies principally engaged in research, design, production, or distribution of products or processes that relate to software or information-based services. 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 Software And It performance evaluation
Checking the ongoing alerts about Software And for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Software And It 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 95.28% of its assets under management (AUM) in equities |
- Analyzing Software And'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 Software And's stock is overvalued or undervalued compared to its peers.
- Examining Software And'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 Software And's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Software And's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Software And's mutual fund. These opinions can provide insight into Software And's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Software Mutual Fund
Software And financial ratios help investors to determine whether Software 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 Software with respect to the benefits of owning Software And security.
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