Fpa Queens Road Fund Manager Performance Evaluation
| QRSIX Fund | USD 41.60 0.56 1.33% |
The fund shows a Beta (market volatility) of -0.0161, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fpa Queens are expected to decrease at a much lower rate. During the bear market, Fpa Queens is likely to outperform the market.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Fpa Queens Road are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Fpa Queens 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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Fpa Queens Relative Risk vs. Return Landscape
If you would invest 3,969 in Fpa Queens Road on August 24, 2024 and sell it today you would earn a total of 191.00 from holding Fpa Queens Road or generate 4.81% return on investment over 90 days. Fpa Queens Road is currently producing 0.0791% returns and takes up 1.0762% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Fpa, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fpa Queens Current Valuation
Fairly Valued
Today
Please note that Fpa Queens' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fpa Queens Road shows a prevailing Real Value of $41.38 per share. The current price of the fund is $41.6. We determine the value of Fpa Queens Road 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 Fpa Queens is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fpa Mutual Fund. However, Fpa Queens' 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 41.6 | Real 41.38 | Hype 41.6 | Naive 40.81 |
The intrinsic value of Fpa Queens' 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 Fpa Queens' 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 Fpa Queens Road helps investors to forecast how Fpa 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 Fpa Queens more accurately as focusing exclusively on Fpa Queens' fundamentals will not take into account other important factors: Fpa Queens Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fpa Queens' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fpa Queens Road, and traders can use it to determine the average amount a Fpa Queens' 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 = 0.0735
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| Cash | QRSIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Fpa Queens is performing at about 5% 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 Fpa Queens by adding it to a well-diversified portfolio.
Fpa Queens Fundamentals Growth
Fpa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fpa Queens, and Fpa Queens 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 Fpa Mutual Fund performance.
| Total Asset | 493.32 M | |||
About Fpa Queens Performance
Evaluating Fpa Queens' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fpa Queens 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 Fpa Queens 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 investment objective by investing primarily in the equity securities of small capitalization U.S. companies. Under normal circumstances, it will invest at least 80 percent of its assets in equity securities of companies with small market capitalization.Things to note about Fpa Queens Road performance evaluation
Checking the ongoing alerts about Fpa Queens for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fpa Queens Road help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 16.42% of its assets in cash |
- Analyzing Fpa Queens' 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 Fpa Queens' stock is overvalued or undervalued compared to its peers.
- Examining Fpa Queens' 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 Fpa Queens' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fpa Queens' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fpa Queens' mutual fund. These opinions can provide insight into Fpa Queens' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fpa Mutual Fund
Fpa Queens financial ratios help investors to determine whether Fpa 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 Fpa with respect to the benefits of owning Fpa Queens security.
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