Materials Portfolio Fidelity Fund Manager Performance Evaluation
| FMFEX Fund | USD 91.69 2.90 3.07% |
The fund secures a Beta (Market Risk) of 0.17, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Materials Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Materials Portfolio is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Materials Portfolio Fidelity has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 0.7200 |
Materials |
Materials Portfolio Relative Risk vs. Return Landscape
If you would invest 9,963 in Materials Portfolio Fidelity on September 21, 2024 and sell it today you would lose (794.00) from holding Materials Portfolio Fidelity or give up 7.97% of portfolio value over 90 days. Materials Portfolio Fidelity is currently producing negative expected returns and takes up 0.9162% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Materials, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Materials Portfolio Current Valuation
Overvalued
Today
Please note that Materials Portfolio's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Materials Portfolio secures a last-minute Real Value of $87.11 per share. The latest price of the fund is $91.69. We determine the value of Materials Portfolio from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Materials Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Materials Mutual Fund. However, Materials Portfolio'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 91.69 | Real 87.11 | Hype 91.69 |
The intrinsic value of Materials Portfolio'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 Materials Portfolio'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 Materials Portfolio Fidelity helps investors to forecast how Materials 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 Materials Portfolio more accurately as focusing exclusively on Materials Portfolio's fundamentals will not take into account other important factors: Materials Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Materials Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Materials Portfolio Fidelity, and traders can use it to determine the average amount a Materials Portfolio'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 = -0.1393
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FMFEX |
Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Materials Portfolio 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 Materials Portfolio by adding Materials Portfolio to a well-diversified portfolio.
Materials Portfolio Fundamentals Growth
Materials Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Materials Portfolio, and Materials Portfolio 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 Materials Mutual Fund performance.
| Price To Earning | 19.68 X | ||||
| Price To Book | 3.34 X | ||||
| Price To Sales | 1.43 X | ||||
| Total Asset | 992.76 M | ||||
About Materials Portfolio Performance
Evaluating Materials Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Materials Portfolio 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 Materials Portfolio 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 invests primarily in common stocks. It invests at least 80 percent of assets in securities of companies principally engaged in the manufacture, mining, processing, or distribution of raw materials and intermediate goods. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.Things to note about Materials Portfolio performance evaluation
Checking the ongoing alerts about Materials Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Materials Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Materials Portfolio generated a negative expected return over the last 90 days | |
| The fund retains 98.58% of its assets under management (AUM) in equities |
- Analyzing Materials Portfolio'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 Materials Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Materials Portfolio'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 Materials Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Materials Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Materials Portfolio's mutual fund. These opinions can provide insight into Materials Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Materials Mutual Fund
Materials Portfolio financial ratios help investors to determine whether Materials 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 Materials with respect to the benefits of owning Materials Portfolio security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |