Fpa Capital Fund Manager Performance
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and Fpa Capital are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Fpa Capital Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Fpa Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 24.87 | |
| Fifty Two Week High | 33.71 | |
| Annual Report Expense Ratio | 0.89% |
Fpa |
Fpa Capital Relative Risk vs. Return Landscape
If you would invest (100.00) in Fpa Capital Fund on January 26, 2024 and sell it today you would earn a total of 100.00 from holding Fpa Capital Fund or generate -100.0% return on investment over 90 days. Fpa Capital Fund is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Fpa, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fpa Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fpa Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fpa Capital Fund, and traders can use it to determine the average amount a Fpa Capital'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 = 0.0
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Based on monthly moving average Fpa Capital 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 Fpa Capital by adding Fpa Capital to a well-diversified portfolio.
Fpa Capital Fundamentals Growth
Fpa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fpa Capital, and Fpa Capital 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 Fpa Mutual Fund performance.
| Price To Earning | 12.41 X | |||
| Price To Book | 1.31 X | |||
| Price To Sales | 0.70 X | |||
| Total Asset | 241.05 M | |||
Things to note about Fpa Capital Fund performance evaluation
Checking the ongoing alerts about Fpa Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fpa Capital Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fpa Capital Fund is not yet fully synchronised with the market data | |
| Fpa Capital Fund has some characteristics of a very speculative penny stock | |
| Fpa Capital Fund has a very high chance of going through financial distress in the upcoming years | |
| Fpa Capital Fund generated five year return of -3.0% | |
| This fund retains about 21.72% of its assets under management (AUM) in cash |
- Analyzing Fpa Capital'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 Fpa Capital's stock is overvalued or undervalued compared to its peers.
- Examining Fpa Capital'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 Fpa Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fpa Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fpa Capital's mutual fund. These opinions can provide insight into Fpa Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Other Consideration for investing in Fpa Mutual Fund
If you are still planning to invest in Fpa Capital Fund check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Fpa Capital's history and understand the potential risks before investing.
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