Insurance Portfolio Insurance Fund Manager Performance Evaluation
| FSPCX Fund | USD 88.82 0.61 0.69% |
The fund retains a Market Volatility (i.e., Beta) of 0.34, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Insurance Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Insurance Portfolio is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Insurance Portfolio Insurance are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Insurance Portfolio is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Is Fidelity Select Insurance a Strong Mutual Fund Pick Right Now - Yahoo Finance | 12/03/2025 |
| Expense Ratio Date | 29th of April 2025 | |
| Expense Ratio | 0.6900 |
Insurance |
Insurance Portfolio Relative Risk vs. Return Landscape
If you would invest 8,562 in Insurance Portfolio Insurance on November 4, 2025 and sell it today you would earn a total of 320.00 from holding Insurance Portfolio Insurance or generate 3.74% return on investment over 90 days. Insurance Portfolio Insurance is currently producing 0.0634% returns and takes up 0.8096% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Insurance, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Insurance Portfolio Current Valuation
Undervalued
Today
Please note that Insurance Portfolio's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Insurance Portfolio retains a regular Real Value of $96.65 per share. The prevalent price of the fund is $88.82. We determine the value of Insurance Portfolio from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Insurance Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Insurance Mutual Fund. However, Insurance 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 88.82 | Real 96.65 | Hype 88.82 | Naive 91.13 |
The intrinsic value of Insurance 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 Insurance 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 Insurance Portfolio Insurance helps investors to forecast how Insurance 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 Insurance Portfolio more accurately as focusing exclusively on Insurance Portfolio's fundamentals will not take into account other important factors: Insurance Portfolio Target Price Odds to finish over Current Price
The tendency of Insurance Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 88.82 | 90 days | 88.82 | about 34.04 |
Based on a normal probability distribution, the odds of Insurance Portfolio to move above the current price in 90 days from now is about 34.04 (This Insurance Portfolio Insurance probability density function shows the probability of Insurance Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Insurance Portfolio has a beta of 0.34. This usually indicates as returns on the market go up, Insurance Portfolio average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Insurance Portfolio Insurance will be expected to be much smaller as well. Additionally Insurance Portfolio Insurance has an alpha of 0.0167, implying that it can generate a 0.0167 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Insurance Portfolio Price Density |
| Price |
Predictive Modules for Insurance Portfolio
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Insurance Portfolio. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Insurance Portfolio's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Insurance Portfolio Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Insurance Portfolio is not an exception. The market had few large corrections towards the Insurance Portfolio's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Insurance Portfolio Insurance, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Insurance Portfolio within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.34 | |
σ | Overall volatility | 1.92 | |
Ir | Information ratio | -0.0073 |
Insurance Portfolio Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Insurance Portfolio for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Insurance Portfolio can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 96.68% of its assets under management (AUM) in equities |
Insurance Portfolio Fundamentals Growth
Insurance Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Insurance Portfolio, and Insurance 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 Insurance Mutual Fund performance.
| Price To Earning | 13.80 X | |||
| Price To Book | 1.12 X | |||
| Price To Sales | 1.16 X | |||
| Total Asset | 736.34 M | |||
About Insurance Portfolio Performance
Evaluating Insurance Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Insurance 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 Insurance 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 underwriting, reinsuring, selling, distributing, or placing of property and casualty, life, or health insurance. It invests in domestic and foreign issuers. The fund invests primarily in common stocks. 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 Insurance Portfolio performance evaluation
Checking the ongoing alerts about Insurance Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Insurance 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 retains 96.68% of its assets under management (AUM) in equities |
- Analyzing Insurance 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 Insurance Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Insurance 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 Insurance Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Insurance Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Insurance Portfolio's mutual fund. These opinions can provide insight into Insurance Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Insurance Mutual Fund
Insurance Portfolio financial ratios help investors to determine whether Insurance 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 Insurance with respect to the benefits of owning Insurance Portfolio security.
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