Banking Portfolio Banking Fund Manager Performance Evaluation
| FSRBX Fund | USD 36.56 0.54 1.50% |
The fund shows a Beta (market volatility) of 1.08, which signifies a somewhat significant risk relative to the market. Banking Portfolio returns are very sensitive to returns on the market. As the market goes up or down, Banking Portfolio is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Banking Portfolio Banking are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental drivers, Banking Portfolio showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Is Fidelity Select Banking a Strong Mutual Fund Pick Right Now - Yahoo Finance | 11/20/2025 |
Banking |
Banking Portfolio Relative Risk vs. Return Landscape
If you would invest 3,114 in Banking Portfolio Banking on November 6, 2025 and sell it today you would earn a total of 542.00 from holding Banking Portfolio Banking or generate 17.41% return on investment over 90 days. Banking Portfolio Banking is currently producing 0.275% returns and takes up 1.2118% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Banking, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Banking Portfolio Current Valuation
Undervalued
Today
Please note that Banking Portfolio's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Banking Portfolio Banking shows a prevailing Real Value of $38.93 per share. The current price of the fund is $36.56. We determine the value of Banking Portfolio Banking 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 Banking Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Banking Mutual Fund. However, Banking 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 36.56 | Real 38.93 | Hype 36.5 | Naive 36.94 |
The intrinsic value of Banking 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 Banking 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 Banking Portfolio Banking helps investors to forecast how Banking 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 Banking Portfolio more accurately as focusing exclusively on Banking Portfolio's fundamentals will not take into account other important factors: Banking Portfolio Target Price Odds to finish over Current Price
The tendency of Banking 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 |
| 36.56 | 90 days | 36.56 | under 4 |
Based on a normal probability distribution, the odds of Banking Portfolio to move above the current price in 90 days from now is under 4 (This Banking Portfolio Banking probability density function shows the probability of Banking Mutual Fund to fall within a particular range of prices over 90 days) .
Banking Portfolio Price Density |
| Price |
Predictive Modules for Banking 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 Banking Portfolio Banking. 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.Banking Portfolio Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Banking Portfolio is not an exception. The market had few large corrections towards the Banking 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 Banking Portfolio Banking, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Banking Portfolio within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.21 | |
β | Beta against Dow Jones | 1.08 | |
σ | Overall volatility | 1.71 | |
Ir | Information ratio | 0.18 |
Banking 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 Banking Portfolio for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Banking Portfolio Banking 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 99.03% of its assets under management (AUM) in equities |
Banking Portfolio Fundamentals Growth
Banking Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Banking Portfolio, and Banking 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 Banking Mutual Fund performance.
| Price To Earning | 13.31 X | |||
| Price To Book | 1.11 X | |||
| Price To Sales | 2.88 X | |||
| Total Asset | 459.18 M | |||
About Banking Portfolio Performance
Evaluating Banking Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Banking 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 Banking 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 invests primarily in common stocks. It normally invests at least 80 percent of assets in securities of companies principally engaged in banking. 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 Banking Portfolio Banking performance evaluation
Checking the ongoing alerts about Banking Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Banking Portfolio Banking 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 99.03% of its assets under management (AUM) in equities |
- Analyzing Banking 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 Banking Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Banking 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 Banking Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Banking Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Banking Portfolio's mutual fund. These opinions can provide insight into Banking Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Banking Mutual Fund
Banking Portfolio financial ratios help investors to determine whether Banking 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 Banking with respect to the benefits of owning Banking Portfolio security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |