Construction And Housing Fund Manager Performance Evaluation
| FSHOX Fund | USD 123.56 1.28 1.03% |
The fund shows a Beta (market volatility) of 0.62, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Construction And's returns are expected to increase less than the market. However, during the bear market, the loss of holding Construction And is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Construction And Housing has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Construction And 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 | 0.7100 |
CONSTRUCTION |
Construction And Relative Risk vs. Return Landscape
If you would invest 12,715 in Construction And Housing on November 3, 2024 and sell it today you would lose (359.00) from holding Construction And Housing or give up 2.82% of portfolio value over 90 days. Construction And Housing is currently producing negative expected returns and takes up 1.1564% volatility of returns over 90 trading days. Put another way, 10% 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 And Current Valuation
Fairly Valued
Today
Please note that Construction And's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Construction And Housing shows a prevailing Real Value of $124.63 per share. The current price of the fund is $123.56. 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 And is currently traded on the exchange, buyers and sellers on that exchange determine the market value of CONSTRUCTION Mutual Fund. However, Construction 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 123.56 | Real 124.63 | Hype 123.56 | Naive 121.08 |
The intrinsic value of Construction 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 Construction 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 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 And more accurately as focusing exclusively on Construction And's fundamentals will not take into account other important factors: Construction And Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Construction And'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 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 = -0.0356
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FSHOX |
Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Construction And 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 Construction And by adding Construction And to a well-diversified portfolio.
Construction And Fundamentals Growth
CONSTRUCTION Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Construction And, and Construction 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 CONSTRUCTION Mutual Fund performance.
| Price To Earning | 17.99 X | ||||
| Price To Book | 3.54 X | ||||
| Price To Sales | 1.37 X | ||||
About Construction And Performance
Evaluating Construction And's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Construction 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 Construction 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 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. Fidelity Select is traded on NASDAQ Exchange in the United States.Things to note about Construction And Housing performance evaluation
Checking the ongoing alerts about Construction And 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.| Construction And generated a negative expected return over the last 90 days | |
| The fund retains 99.09% of its assets under management (AUM) in equities |
- Analyzing Construction 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 Construction And's stock is overvalued or undervalued compared to its peers.
- Examining Construction 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 Construction And's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Construction And's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Construction And's mutual fund. These opinions can provide insight into Construction And's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in CONSTRUCTION Mutual Fund
Construction And 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 And security.
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| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |