Fm Investments Large Fund Manager Performance Evaluation
| IAFMX Fund | USD 18.47 0.14 0.76% |
The fund owns a Beta (Systematic Risk) of 0.82, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fm Investments' returns are expected to increase less than the market. However, during the bear market, the loss of holding Fm Investments is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Fm Investments Large are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Fm Investments may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...moreIAFMX |
Fm Investments Relative Risk vs. Return Landscape
If you would invest 1,661 in Fm Investments Large on September 3, 2024 and sell it today you would earn a total of 186.00 from holding Fm Investments Large or generate 11.2% return on investment over 90 days. Fm Investments Large is currently producing 0.1709% returns and takes up 0.9975% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than IAFMX, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fm Investments Current Valuation
Fairly Valued
Today
Please note that Fm Investments' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fm Investments Large owns a latest Real Value of $18.18 per share. The recent price of the fund is $18.47. We determine the value of Fm Investments Large 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, in the future, mutual fund prices and their ongoing real values will draw towards each other.
Since Fm Investments is currently traded on the exchange, buyers and sellers on that exchange determine the market value of IAFMX Mutual Fund. However, Fm Investments' 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 18.47 | Real 18.18 | Hype 18.47 | Naive 18.42 |
The intrinsic value of Fm Investments' 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 Fm Investments' 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 Fm Investments Large helps investors to forecast how IAFMX 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 Fm Investments more accurately as focusing exclusively on Fm Investments' fundamentals will not take into account other important factors: Fm Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fm Investments' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fm Investments Large, and traders can use it to determine the average amount a Fm Investments' 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 = 0.1713
| Best Portfolio | Best Equity | |||
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| Small Returns | IAFMX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Fm Investments is performing at about 13% 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 Fm Investments by adding it to a well-diversified portfolio.
Fm Investments Fundamentals Growth
IAFMX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fm Investments, and Fm Investments 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 IAFMX Mutual Fund performance.
| Total Asset | 66.41 M | |||
About Fm Investments Performance
Evaluating Fm Investments' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fm Investments 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 Fm Investments 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 purchasing equity securities that the Adviser believes are likely to appreciate. It generally seeks to purchase equity securities of large capitalization U.S. companies, and may purchase American Depository Receipts of international companies trading on U.S. exchanges. The fund will invest at least 80 percent of its net assets in securities of large capitalization companies. It is non-diversified.Things to note about Fm Investments Large performance evaluation
Checking the ongoing alerts about Fm Investments for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fm Investments Large 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 95.96% of its assets under management (AUM) in equities |
- Analyzing Fm Investments' 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 Fm Investments' stock is overvalued or undervalued compared to its peers.
- Examining Fm Investments' 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 Fm Investments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fm Investments' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fm Investments' mutual fund. These opinions can provide insight into Fm Investments' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in IAFMX Mutual Fund
Fm Investments financial ratios help investors to determine whether IAFMX 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 IAFMX with respect to the benefits of owning Fm Investments security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |