Ftdex Fund Manager Performance Evaluation
| FTDEX Fund | USD 47.37 0.19 0.40% |
The fund shows a Beta (market volatility) of 0.25, which means not very significant fluctuations relative to the market. As returns on the market increase, Ftdex's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ftdex is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ftdex are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Ftdex is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Ftdex |
Ftdex Relative Risk vs. Return Landscape
If you would invest 4,570 in Ftdex on October 27, 2025 and sell it today you would earn a total of 167.00 from holding Ftdex or generate 3.65% return on investment over 90 days. Ftdex is currently producing 0.0575% returns and takes up 0.308% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Ftdex, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ftdex Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ftdex's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ftdex, and traders can use it to determine the average amount a Ftdex'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.
Based on monthly moving average Ftdex is performing at about 14% of its full potential. 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 Ftdex by adding it to a well-diversified portfolio.
About Ftdex Performance
Evaluating Ftdex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ftdex 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 Ftdex 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.
Ftdex is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Ftdex performance evaluation
Checking the ongoing alerts about Ftdex for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ftdex help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Gold and Silver Funds Surged. Crypto Took a Dive. - Barrons |
- Analyzing Ftdex'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 Ftdex's stock is overvalued or undervalued compared to its peers.
- Examining Ftdex'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 Ftdex's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ftdex's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ftdex's mutual fund. These opinions can provide insight into Ftdex's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ftdex Mutual Fund
Ftdex financial ratios help investors to determine whether Ftdex 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 Ftdex with respect to the benefits of owning Ftdex security.
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