Fanisx Fund Manager Performance Evaluation
| FANISX Fund | USD 618.96 1.46 0.24% |
The fund shows a Beta (market volatility) of -0.0095, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fanisx are expected to decrease at a much lower rate. During the bear market, Fanisx is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Fanisx has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Fanisx is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Fanisx Relative Risk vs. Return Landscape
If you would invest 62,689 in Fanisx on January 20, 2025 and sell it today you would lose (793.00) from holding Fanisx or give up 1.26% of portfolio value over 90 days. Fanisx is producing return of less than zero assuming 0.4572% volatility of returns over the 90 days investment horizon. Simply put, 4% of all funds have less volatile historical return distribution than Fanisx, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fanisx Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fanisx's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Fanisx, and traders can use it to determine the average amount a Fanisx'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 = -0.0419
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FANISX |
Estimated Market Risk
| 0.46 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fanisx 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 Fanisx by adding Fanisx to a well-diversified portfolio.
About Fanisx Performance
Evaluating Fanisx's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fanisx 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 Fanisx 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.
Fanisx is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Fanisx performance evaluation
Checking the ongoing alerts about Fanisx for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Fanisx help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fanisx generated a negative expected return over the last 90 days |
- Analyzing Fanisx'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 Fanisx's stock is overvalued or undervalued compared to its peers.
- Examining Fanisx'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 Fanisx's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fanisx's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Fanisx's fund. These opinions can provide insight into Fanisx's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fanisx Fund
Fanisx financial ratios help investors to determine whether Fanisx 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 Fanisx with respect to the benefits of owning Fanisx security.
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