Fbjygx Fund Manager Performance Evaluation
| FBJYGX Fund | 11.06 0.28 2.60% |
The fund shows a Beta (market volatility) of -0.0229, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fbjygx are expected to decrease at a much lower rate. During the bear market, Fbjygx is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fbjygx are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking indicators, Fbjygx may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...moreFbjygx |
Fbjygx Relative Risk vs. Return Landscape
If you would invest 993.00 in Fbjygx on April 25, 2025 and sell it today you would earn a total of 113.00 from holding Fbjygx or generate 11.38% return on investment over 90 days. Fbjygx is generating 0.1767% of daily returns assuming 0.7398% volatility of returns over the 90 days investment horizon. Simply put, 6% of all funds have less volatile historical return distribution than Fbjygx, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fbjygx Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fbjygx's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Fbjygx, and traders can use it to determine the average amount a Fbjygx'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 = 0.2388
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FBJYGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Fbjygx is performing at about 18% of its full potential. 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 Fbjygx by adding it to a well-diversified portfolio.
About Fbjygx Performance
Evaluating Fbjygx's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fbjygx 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 Fbjygx 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.
Things to note about Fbjygx performance evaluation
Checking the ongoing alerts about Fbjygx for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Fbjygx help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Fbjygx's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fbjygx's fund performance include:- Analyzing Fbjygx'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 Fbjygx's stock is overvalued or undervalued compared to its peers.
- Examining Fbjygx'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 Fbjygx's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fbjygx's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Fbjygx's fund. These opinions can provide insight into Fbjygx's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fbjygx Fund
Fbjygx financial ratios help investors to determine whether Fbjygx 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 Fbjygx with respect to the benefits of owning Fbjygx security.
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