Fa529 Sm Cp Fund Manager Performance Evaluation
| FSZPX Fund | USD 65.65 1.42 2.12% |
The fund owns a Beta (Systematic Risk) of -0.14, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fa529 Sm are expected to decrease at a much lower rate. During the bear market, Fa529 Sm is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fa529 Sm Cp are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Fa529 Sm may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...moreFa529 |
Fa529 Sm Relative Risk vs. Return Landscape
If you would invest 6,130 in Fa529 Sm Cp on November 3, 2025 and sell it today you would earn a total of 435.00 from holding Fa529 Sm Cp or generate 7.1% return on investment over 90 days. Fa529 Sm Cp is currently producing 0.1162% returns and takes up 1.0587% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Fa529, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fa529 Sm Target Price Odds to finish over Current Price
The tendency of Fa529 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 |
| 65.65 | 90 days | 65.65 | about 21.7 |
Based on a normal probability distribution, the odds of Fa529 Sm to move above the current price in 90 days from now is about 21.7 (This Fa529 Sm Cp probability density function shows the probability of Fa529 Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Fa529 Sm Cp has a beta of -0.14. This usually indicates as returns on the benchmark increase, returns on holding Fa529 Sm are expected to decrease at a much lower rate. During a bear market, however, Fa529 Sm Cp is likely to outperform the market. Additionally Fa529 Sm Cp has an alpha of 0.1111, implying that it can generate a 0.11 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Fa529 Sm Price Density |
| Price |
Predictive Modules for Fa529 Sm
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Fa529 Sm Cp. 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.Fa529 Sm Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Fa529 Sm is not an exception. The market had few large corrections towards the Fa529 Sm'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 Fa529 Sm Cp, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fa529 Sm within the framework of very fundamental risk indicators.About Fa529 Sm Performance
Evaluating Fa529 Sm's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fa529 Sm 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 Fa529 Sm 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.
Things to note about Fa529 Sm Cp performance evaluation
Checking the ongoing alerts about Fa529 Sm for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fa529 Sm Cp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Fa529 Sm's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fa529 Sm's mutual fund performance include:- Analyzing Fa529 Sm'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 Fa529 Sm's stock is overvalued or undervalued compared to its peers.
- Examining Fa529 Sm'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 Fa529 Sm's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fa529 Sm's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fa529 Sm's mutual fund. These opinions can provide insight into Fa529 Sm's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fa529 Mutual Fund
Fa529 Sm financial ratios help investors to determine whether Fa529 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 Fa529 with respect to the benefits of owning Fa529 Sm security.
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