Software And It Fund Manager Performance Evaluation
| FSCSX Fund | USD 26.69 0.23 0.87% |
The entity has a beta of 0.1, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Software And's returns are expected to increase less than the market. However, during the bear market, the loss of holding Software And is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Software And It has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more1 | FSCSX Vs KTCAX Which Fund Should You Bet On - Yahoo News UK | 05/03/2024 |
| Expense Ratio Date | 29th of April 2023 | |
| Expense Ratio | 0.6400 |
Software |
Software And Relative Risk vs. Return Landscape
If you would invest 2,859 in Software And It on February 7, 2024 and sell it today you would lose (190.00) from holding Software And It or give up 6.65% of portfolio value over 90 days. Software And It is currently producing negative expected returns and takes up 1.1809% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Software, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Software And Current Valuation
Fairly Valued
Today
Please note that Software And's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Software And It has a current Real Value of $26.95 per share. The regular price of the fund is $26.69. We determine the value of Software And It from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for Software And It is useful when determining the fair value of the Software mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Software And. Since Software And is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Software Mutual Fund. However, Software And'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 26.69 | Real 26.95 | Hype 26.71 | Naive 26.9 |
The real value of Software Mutual Fund, also known as its intrinsic value, is the underlying worth of Software And It Mutual Fund, which is reflected in its stock price. It is based on Software And's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Software And'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 Software And'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 Software And It helps investors to forecast how Software 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 Software And more accurately as focusing exclusively on Software And's fundamentals will not take into account other important factors: Software And Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Software And's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Software And It, and traders can use it to determine the average amount a Software And'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 = -0.088
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FSCSX |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Software And 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 Software And by adding Software And to a well-diversified portfolio.
Software And Fundamentals Growth
Software Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Software And, and Software And 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 Software Mutual Fund performance.
| Price To Earning | 27.93 X | ||||
| Price To Book | 4.53 X | ||||
| Price To Sales | 4.91 X | ||||
About Software And Performance
To evaluate Software And It Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Software And generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Software Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Software And It market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Software's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests primarily in common stocks. It normally invests at least 80 percent of assets in securities of companies principally engaged in research, design, production, or distribution of products or processes that relate to software or information-based services. 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 Software And It performance evaluation
Checking the ongoing alerts about Software And for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Software And It help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Software And It generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: FSCSX Vs KTCAX Which Fund Should You Bet On - Yahoo News UK | |
| The fund retains 95.28% of its assets under management (AUM) in equities |
- Analyzing Software And'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 Software And's stock is overvalued or undervalued compared to its peers.
- Examining Software And'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 Software And's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Software And's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Software And's mutual fund. These opinions can provide insight into Software And'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, which includes a position in Software And It. 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 state. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.