Wireless Portfolio Wireless Fund Manager Performance Evaluation
| FWRLX Fund | USD 13.72 0.11 0.81% |
The entity maintains a market beta of 0.48, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wireless Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wireless Portfolio is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Wireless Portfolio Wireless are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Wireless Portfolio is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of April 2023 | |
| Expense Ratio | 0.7300 |
Wireless |
Wireless Portfolio Relative Risk vs. Return Landscape
If you would invest 1,297 in Wireless Portfolio Wireless on September 16, 2024 and sell it today you would earn a total of 75.00 from holding Wireless Portfolio Wireless or generate 5.78% return on investment over 90 days. Wireless Portfolio Wireless is currently producing 0.0886% returns and takes up 0.6547% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Wireless, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wireless Portfolio Current Valuation
Fairly Valued
Today
Please note that Wireless Portfolio's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wireless Portfolio maintains a prevalent Real Value of $13.63 per share. The last-minute price of the fund is $13.72. We determine the value of Wireless Portfolio from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wireless Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wireless Mutual Fund. However, Wireless 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 13.72 | Real 13.63 | Hype 13.72 | Naive 13.48 |
The intrinsic value of Wireless 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 Wireless 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 Wireless Portfolio Wireless helps investors to forecast how Wireless 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 Wireless Portfolio more accurately as focusing exclusively on Wireless Portfolio's fundamentals will not take into account other important factors: Wireless Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wireless Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wireless Portfolio Wireless, and traders can use it to determine the average amount a Wireless 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 = 0.1354
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | FWRLX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Wireless Portfolio is performing at about 10% 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 Wireless Portfolio by adding it to a well-diversified portfolio.
Wireless Portfolio Fundamentals Growth
Wireless Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wireless Portfolio, and Wireless 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 Wireless Mutual Fund performance.
| Price To Earning | 17.55 X | ||||
| Price To Book | 3.01 X | ||||
| Price To Sales | 0.81 X | ||||
About Wireless Portfolio Performance
Evaluating Wireless Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wireless 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 Wireless 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 activities relating to wireless communications services or products. 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 Wireless Portfolio performance evaluation
Checking the ongoing alerts about Wireless Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wireless 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 99.52% of its assets under management (AUM) in equities |
- Analyzing Wireless 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 Wireless Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Wireless 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 Wireless Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wireless Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wireless Portfolio's mutual fund. These opinions can provide insight into Wireless Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wireless Mutual Fund
Wireless Portfolio financial ratios help investors to determine whether Wireless 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 Wireless with respect to the benefits of owning Wireless Portfolio security.
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