Construction And Housing Fund Manager Performance Evaluation
| FSHOX Fund | USD 131.58 1.90 1.42% |
The fund shows a Beta (market volatility) of 0.19, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Construction's returns are expected to increase less than the market. However, during the bear market, the loss of holding Construction is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Construction And Housing are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Construction 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 | 0.7700 |
Construction |
Construction Relative Risk vs. Return Landscape
If you would invest 12,428 in Construction And Housing on August 25, 2024 and sell it today you would earn a total of 730.00 from holding Construction And Housing or generate 5.87% return on investment over 90 days. Construction And Housing is currently producing 0.0938% returns and takes up 0.9602% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Construction, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Construction Current Valuation
Overvalued
Today
Please note that Construction's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Construction And Housing shows a prevailing Real Value of $125.0 per share. The current price of the fund is $131.58. We determine the value of Construction And Housing 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 Construction is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Construction Mutual Fund. However, Construction'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 131.58 | Real 125.0 | Hype 131.58 | Naive 130.45 |
The intrinsic value of Construction'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 Construction'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 Construction And Housing helps investors to forecast how Construction 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 Construction more accurately as focusing exclusively on Construction's fundamentals will not take into account other important factors: Construction Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Construction's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Construction And Housing, and traders can use it to determine the average amount a Construction'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 = 0.0977
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| Cash | FSHOX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.96 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Construction is performing at about 7% 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 Construction by adding it to a well-diversified portfolio.
Construction Fundamentals Growth
Construction Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Construction, and Construction 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 Construction Mutual Fund performance.
| Price To Earning | 17.99 X | |||
| Price To Book | 3.54 X | |||
| Price To Sales | 1.37 X | |||
About Construction Performance
Evaluating Construction's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Construction 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 Construction 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 design and construction of residential, commercial, industrial, and public works facilities, as well as companies engaged in the manufacture, supply, distribution, or sale of construction and housing products or services. It invests in domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. It invests primarily in common stocks. The fund is non-diversified.Things to note about Construction And Housing performance evaluation
Checking the ongoing alerts about Construction for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Construction And Housing 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 99.09% of its assets under management (AUM) in equities |
- Analyzing Construction'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 Construction's stock is overvalued or undervalued compared to its peers.
- Examining Construction'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 Construction's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Construction's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Construction's mutual fund. These opinions can provide insight into Construction's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Construction Mutual Fund
Construction financial ratios help investors to determine whether Construction 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 Construction with respect to the benefits of owning Construction security.
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