Forty Portfolio Institutional Fund Manager Performance Evaluation
| JACAX Fund | USD 59.29 0.23 0.39% |
The fund shows a Beta (market volatility) of 0.83, which means possible diversification benefits within a given portfolio. As returns on the market increase, Forty Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Forty Portfolio is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Forty Portfolio Institutional are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Forty Portfolio may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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| Expense Ratio | 0.5500 |
Forty |
Forty Portfolio Relative Risk vs. Return Landscape
If you would invest 5,310 in Forty Portfolio Institutional on September 5, 2024 and sell it today you would earn a total of 619.00 from holding Forty Portfolio Institutional or generate 11.66% return on investment over 90 days. Forty Portfolio Institutional is currently producing 0.1762% returns and takes up 0.8709% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Forty, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Forty Portfolio Current Valuation
Fairly Valued
Today
Please note that Forty Portfolio's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Forty Portfolio Inst shows a prevailing Real Value of $58.55 per share. The current price of the fund is $59.29. We determine the value of Forty Portfolio Inst 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 Forty Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Forty Mutual Fund. However, Forty 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 59.29 | Real 58.55 | Hype 59.31 | Naive 59.7 |
The intrinsic value of Forty 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 Forty 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 Forty Portfolio Institutional helps investors to forecast how Forty 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 Forty Portfolio more accurately as focusing exclusively on Forty Portfolio's fundamentals will not take into account other important factors: Forty Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Forty Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Forty Portfolio Institutional, and traders can use it to determine the average amount a Forty 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 = 0.2023
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | JACAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Forty Portfolio is performing at about 15% 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 Forty Portfolio by adding it to a well-diversified portfolio.
Forty Portfolio Fundamentals Growth
Forty Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Forty Portfolio, and Forty 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 Forty Mutual Fund performance.
| Price To Earning | 2.22 X | ||||
| Price To Book | 5.53 X | ||||
| Price To Sales | 3.40 X | ||||
| Total Asset | 853.25 M | ||||
About Forty Portfolio Performance
Evaluating Forty Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Forty 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 Forty 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 Portfolio pursues its investment objective by normally investing in a core group of 30-40 common stocks selected for their growth potential. The Portfolio may also invest in foreign securities, which may include investments in emerging markets. The Portfolio may lend portfolio securities on a short-term or long-term basis to certain qualified broker-dealers and institutions, in an amount equal to up to one-third of its total assets as determined at the time of the loan origination. The fund is non-diversified.Things to note about Forty Portfolio Inst performance evaluation
Checking the ongoing alerts about Forty Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Forty Portfolio Inst 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: KPK Has The Opportunity To Force Pick Up DPR Member Anwar Sadad Regarding The East Java Provincial Government Grant Fund Bribery Case - VOI English | |
| The fund retains 98.25% of its assets under management (AUM) in equities |
- Analyzing Forty 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 Forty Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Forty 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 Forty Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Forty Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Forty Portfolio's mutual fund. These opinions can provide insight into Forty Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Forty Mutual Fund
Forty Portfolio financial ratios help investors to determine whether Forty 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 Forty with respect to the benefits of owning Forty Portfolio security.
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