Foreign Value Fund Manager Performance Evaluation
| VCFVX Fund | USD 10.96 0.13 1.20% |
The fund shows a Beta (market volatility) of 0.38, which means possible diversification benefits within a given portfolio. As returns on the market increase, Foreign Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Foreign Value is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Foreign Value Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Foreign Value is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7800 |
Foreign |
Foreign Value Relative Risk vs. Return Landscape
If you would invest 1,110 in Foreign Value Fund on September 2, 2024 and sell it today you would lose (14.00) from holding Foreign Value Fund or give up 1.26% of portfolio value over 90 days. Foreign Value Fund is currently producing negative expected returns and takes up 0.7469% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Foreign, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Foreign Value Current Valuation
Fairly Valued
Today
Please note that Foreign Value's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Foreign Value shows a prevailing Real Value of $10.99 per share. The current price of the fund is $10.96. We determine the value of Foreign Value 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 Foreign Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Foreign Mutual Fund. However, Foreign Value'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 10.96 | Real 10.99 | Hype 10.96 |
The intrinsic value of Foreign Value'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 Foreign Value'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 Foreign Value Fund helps investors to forecast how Foreign 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 Foreign Value more accurately as focusing exclusively on Foreign Value's fundamentals will not take into account other important factors: Foreign Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Foreign Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Foreign Value Fund, and traders can use it to determine the average amount a Foreign Value'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 = -0.0229
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VCFVX |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Foreign Value 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 Foreign Value by adding Foreign Value to a well-diversified portfolio.
Foreign Value Fundamentals Growth
Foreign Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Foreign Value, and Foreign Value 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 Foreign Mutual Fund performance.
| Price To Earning | 12.83 X | ||||
| Price To Book | 1.02 X | ||||
| Price To Sales | 0.75 X | ||||
| Total Asset | 669.29 M | ||||
About Foreign Value Performance
Evaluating Foreign Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Foreign Value 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 Foreign Value 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of foreign issuers. It will invest in securities of at least three different countries, including the United States. The fund normally invests in common stock, preferred stock, rights, warrants and American Depository Receipts .Things to note about Foreign Value performance evaluation
Checking the ongoing alerts about Foreign Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Foreign Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Foreign Value generated a negative expected return over the last 90 days | |
| The fund keeps 98.62% of its net assets in stocks |
- Analyzing Foreign Value'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 Foreign Value's stock is overvalued or undervalued compared to its peers.
- Examining Foreign Value'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 Foreign Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Foreign Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Foreign Value's mutual fund. These opinions can provide insight into Foreign Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Foreign Mutual Fund
Foreign Value financial ratios help investors to determine whether Foreign 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 Foreign with respect to the benefits of owning Foreign Value security.
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