Fisher Large Cap Fund Manager Performance Evaluation
| ILESX Fund | USD 18.88 0.07 0.37% |
The fund shows a Beta (market volatility) of -0.0263, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fisher Large are expected to decrease at a much lower rate. During the bear market, Fisher Large is likely to outperform the market.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Fisher Large Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Fisher Large may actually be approaching a critical reversion point that can send shares even higher in December 2024.
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Fisher |
Fisher Large Relative Risk vs. Return Landscape
If you would invest 1,737 in Fisher Large Cap on August 28, 2024 and sell it today you would earn a total of 151.00 from holding Fisher Large Cap or generate 8.69% return on investment over 90 days. Fisher Large Cap is currently producing 0.1366% returns and takes up 0.9295% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Fisher, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fisher Large Current Valuation
Fairly Valued
Today
Please note that Fisher Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fisher Large Cap shows a prevailing Real Value of $18.6 per share. The current price of the fund is $18.88. We determine the value of Fisher Large Cap from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fisher Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fisher Mutual Fund. However, Fisher Large'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 18.88 | Real 18.6 | Hype 18.88 | Naive 18.66 |
The intrinsic value of Fisher Large'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 Fisher Large'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 Fisher Large Cap helps investors to forecast how Fisher 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 Fisher Large more accurately as focusing exclusively on Fisher Large's fundamentals will not take into account other important factors: Fisher Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fisher Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fisher Large Cap, and traders can use it to determine the average amount a Fisher Large'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 = 0.147
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| Cash | ILESX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Fisher Large is performing at about 11% 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 Fisher Large by adding it to a well-diversified portfolio.
Fisher Large Fundamentals Growth
Fisher Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fisher Large, and Fisher Large 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 Fisher Mutual Fund performance.
| Total Asset | 238.49 K | ||||
About Fisher Large Performance
Evaluating Fisher Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fisher Large 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 Fisher Large 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 seeks to achieve its objective by investing primarily in a portfolio of equity securities of large cap issuers located in the United States. Under normal circumstances, it invests at least 80 percent of its assets in common stocks of U.S. large cap companies that meet its environmental, social and governance guidelines at the time of investment.Things to note about Fisher Large Cap performance evaluation
Checking the ongoing alerts about Fisher Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fisher Large Cap 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 99.04% of its assets under management (AUM) in equities |
- Analyzing Fisher Large'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 Fisher Large's stock is overvalued or undervalued compared to its peers.
- Examining Fisher Large'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 Fisher Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fisher Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fisher Large's mutual fund. These opinions can provide insight into Fisher Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fisher Mutual Fund
Fisher Large financial ratios help investors to determine whether Fisher 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 Fisher with respect to the benefits of owning Fisher Large security.
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