Fa529 Tl Pt Fund Manager Performance Evaluation
| FTBAX Fund | USD 12.67 0.11 0.88% |
The fund owns a Beta (Systematic Risk) of -0.0736, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fa529 Tl are expected to decrease at a much lower rate. During the bear market, Fa529 Tl is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Fa529 Tl Pt has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Fa529 Tl is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Fa529 |
Fa529 Tl Relative Risk vs. Return Landscape
If you would invest 1,276 in Fa529 Tl Pt on August 28, 2024 and sell it today you would lose (9.00) from holding Fa529 Tl Pt or give up 0.71% of portfolio value over 90 days. Fa529 Tl Pt is currently producing negative expected returns and takes up 0.2932% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Fa529, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fa529 Tl Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fa529 Tl's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fa529 Tl Pt, and traders can use it to determine the average amount a Fa529 Tl'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 = -0.0363
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FTBAX |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 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 Fa529 Tl 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 Fa529 Tl by adding Fa529 Tl to a well-diversified portfolio.
About Fa529 Tl Performance
Evaluating Fa529 Tl's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fa529 Tl 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 Tl 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.
Fa529 Tl is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Fa529 Tl Pt performance evaluation
Checking the ongoing alerts about Fa529 Tl for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fa529 Tl Pt help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fa529 Tl Pt generated a negative expected return over the last 90 days |
- Analyzing Fa529 Tl'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 Tl's stock is overvalued or undervalued compared to its peers.
- Examining Fa529 Tl'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 Tl's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fa529 Tl's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fa529 Tl's mutual fund. These opinions can provide insight into Fa529 Tl's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fa529 Mutual Fund
Fa529 Tl 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 Tl security.
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