Fuievx Fund Manager Performance Evaluation
| FUIEVX Fund | 9.77 0.03 0.31% |
The fund shows a Beta (market volatility) of 0.14, which means not very significant fluctuations relative to the market. As returns on the market increase, Fuievx's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fuievx is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Fuievx has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Fuievx is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreFuievx |
Fuievx Relative Risk vs. Return Landscape
If you would invest 989.00 in Fuievx on November 3, 2024 and sell it today you would lose (12.00) from holding Fuievx or give up 1.21% of portfolio value over 90 days. Fuievx is producing return of less than zero assuming 1.2238% volatility of returns over the 90 days investment horizon. Simply put, 10% of all funds have less volatile historical return distribution than Fuievx, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fuievx Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fuievx's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Fuievx, and traders can use it to determine the average amount a Fuievx'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 = -0.0357
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FUIEVX |
Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.04 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 Fuievx 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 Fuievx by adding Fuievx to a well-diversified portfolio.
Things to note about Fuievx performance evaluation
Checking the ongoing alerts about Fuievx for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Fuievx help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fuievx generated a negative expected return over the last 90 days |
- Analyzing Fuievx'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 Fuievx's stock is overvalued or undervalued compared to its peers.
- Examining Fuievx'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 Fuievx's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fuievx's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Fuievx's fund. These opinions can provide insight into Fuievx's potential for growth and whether the stock is currently undervalued or overvalued.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |