Fam Value Fund Net Income
| FAMWX Fund | USD 106.53 0.23 0.22% |
As of the 3rd of March, Fam Value shows the Downside Deviation of 0.6746, mean deviation of 0.6023, and Coefficient Of Variation of 630.6. Fam Value Fund technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.
Fam Value's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Fam Value's valuation are provided below:Fam Value Fund does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Fam |
Fam Value 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Fam Value's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Fam Value.
| 12/03/2025 |
| 03/03/2026 |
If you would invest 0.00 in Fam Value on December 3, 2025 and sell it all today you would earn a total of 0.00 from holding Fam Value Fund or generate 0.0% return on investment in Fam Value over 90 days. Fam Value is related to or competes with Columbia Select, Royce Pennsylvania, Nationwide, Amg Timessquare, Emerging Markets, Classic Value, and World Growth. The funds adviser employs a value approach in making its common stock selections More
Fam Value Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Fam Value's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Fam Value Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6746 | |||
| Information Ratio | 0.0542 | |||
| Maximum Drawdown | 3.83 | |||
| Value At Risk | (1.06) | |||
| Potential Upside | 1.34 |
Fam Value Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fam Value's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fam Value's standard deviation. In reality, there are many statistical measures that can use Fam Value historical prices to predict the future Fam Value's volatility.| Risk Adjusted Performance | 0.1214 | |||
| Jensen Alpha | 0.0533 | |||
| Total Risk Alpha | 0.041 | |||
| Sortino Ratio | 0.0623 | |||
| Treynor Ratio | 0.1343 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Fam Value's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Fam Value March 3, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1214 | |||
| Market Risk Adjusted Performance | 0.1443 | |||
| Mean Deviation | 0.6023 | |||
| Semi Deviation | 0.5141 | |||
| Downside Deviation | 0.6746 | |||
| Coefficient Of Variation | 630.6 | |||
| Standard Deviation | 0.7757 | |||
| Variance | 0.6016 | |||
| Information Ratio | 0.0542 | |||
| Jensen Alpha | 0.0533 | |||
| Total Risk Alpha | 0.041 | |||
| Sortino Ratio | 0.0623 | |||
| Treynor Ratio | 0.1343 | |||
| Maximum Drawdown | 3.83 | |||
| Value At Risk | (1.06) | |||
| Potential Upside | 1.34 | |||
| Downside Variance | 0.4551 | |||
| Semi Variance | 0.2643 | |||
| Expected Short fall | (0.72) | |||
| Skewness | 0.2344 | |||
| Kurtosis | 0.2127 |
Fam Value Fund Backtested Returns
At this stage we consider Fam Mutual Fund to be very steady. Fam Value Fund secures Sharpe Ratio (or Efficiency) of 0.1, which denotes the fund had a 0.1 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Fam Value Fund, which you can use to evaluate the volatility of the entity. Please confirm Fam Value's Coefficient Of Variation of 630.6, mean deviation of 0.6023, and Downside Deviation of 0.6746 to check if the risk estimate we provide is consistent with the expected return of 0.0803%. The fund shows a Beta (market volatility) of 0.84, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fam Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fam Value is expected to be smaller as well.
Auto-correlation | 0.52 |
Modest predictability
Fam Value Fund has modest predictability. Overlapping area represents the amount of predictability between Fam Value time series from 3rd of December 2025 to 17th of January 2026 and 17th of January 2026 to 3rd of March 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Fam Value Fund price movement. The serial correlation of 0.52 indicates that about 52.0% of current Fam Value price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.52 | |
| Spearman Rank Test | 0.31 | |
| Residual Average | 0.0 | |
| Price Variance | 1.44 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Fam Value Fund reported net income of 0.0. This indicator is about the same for the FAM average (which is currently at 0.0) family and about the same as Mid-Cap Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Fam Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fam Value's current stock value. Our valuation model uses many indicators to compare Fam Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fam Value competition to find correlations between indicators driving Fam Value's intrinsic value. More Info.Fam Value Fund is one of the top funds in year to date return among similar funds. It also is one of the top funds in one year return among similar funds reporting about 1.53 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fam Value's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Fam Value
The fund consists of 96.69% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Fam Value's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Fam Fundamentals
| Total Asset | 38.71 M | ||||
| Year To Date Return | 6.24 % | ||||
| One Year Return | 9.57 % | ||||
| Three Year Return | 13.39 % | ||||
| Five Year Return | 9.42 % | ||||
| Ten Year Return | 10.63 % | ||||
| Net Asset | 1.77 B | ||||
| Cash Position Weight | 3.31 % | ||||
| Equity Positions Weight | 96.69 % |
About Fam Value Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fam Value Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fam Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fam Value Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Fam Mutual Fund
Fam Value financial ratios help investors to determine whether Fam 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 Fam with respect to the benefits of owning Fam Value security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |