Computers Portfolio Puters Fund Manager Performance Evaluation
| FDCPX Fund | USD 116.52 0.96 0.82% |
The fund shows a Beta (market volatility) of 0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Computers Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Computers Portfolio is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Computers Portfolio Puters are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Computers Portfolio may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 29th of April 2023 | |
| Expense Ratio | 0.7000 |
Computers |
Computers Portfolio Relative Risk vs. Return Landscape
If you would invest 10,888 in Computers Portfolio Puters on September 13, 2024 and sell it today you would earn a total of 764.00 from holding Computers Portfolio Puters or generate 7.02% return on investment over 90 days. Computers Portfolio Puters is currently producing 0.1116% returns and takes up 0.892% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Computers, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Computers Portfolio Current Valuation
Fairly Valued
Today
Please note that Computers Portfolio's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Computers Portfolio shows a prevailing Real Value of $115.74 per share. The current price of the fund is $116.52. We determine the value of Computers Portfolio from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Computers Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Computers Mutual Fund. However, Computers 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 116.52 | Real 115.74 | Hype 116.52 | Naive 117.6 |
The intrinsic value of Computers 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 Computers 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 Computers Portfolio Puters helps investors to forecast how Computers 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 Computers Portfolio more accurately as focusing exclusively on Computers Portfolio's fundamentals will not take into account other important factors: Computers Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Computers Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Computers Portfolio Puters, and traders can use it to determine the average amount a Computers 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 = 0.1251
| Best Portfolio | Best Equity | |||
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| Cash | FDCPX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Computers Portfolio is performing at about 9% 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 Computers Portfolio by adding it to a well-diversified portfolio.
Computers Portfolio Fundamentals Growth
Computers Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Computers Portfolio, and Computers 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 Computers Mutual Fund performance.
| Price To Earning | 17.14 X | ||||
| Price To Book | 2.49 X | ||||
| Price To Sales | 0.94 X | ||||
About Computers Portfolio Performance
Evaluating Computers Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Computers 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 Computers 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 normally invests in common stocks. It invests at least 80 percent of assets in securities of companies principally engaged in development, manufacture, or distribution of tech hardware. 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 Computers Portfolio performance evaluation
Checking the ongoing alerts about Computers Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Computers Portfolio 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 97.14% of its assets under management (AUM) in equities |
- Analyzing Computers 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 Computers Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Computers 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 Computers Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Computers Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Computers Portfolio's mutual fund. These opinions can provide insight into Computers Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Computers Mutual Fund
Computers Portfolio financial ratios help investors to determine whether Computers 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 Computers with respect to the benefits of owning Computers Portfolio security.
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