Multimedia Portfolio Multimedia Fund Manager Performance Evaluation

FBMPX Fund  USD 128.49  0.42  0.33%   
The fund secures a Beta (Market Risk) of 0.87, which conveys possible diversification benefits within a given portfolio. Multimedia Portfolio returns are very sensitive to returns on the market. As the market goes up or down, Multimedia Portfolio is expected to follow.

Risk-Adjusted Performance

Very Strong

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Multimedia Portfolio Multimedia are ranked lower than 36 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Multimedia Portfolio showed solid returns over the last few months and may actually be approaching a breakup point.
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Fidelity Select Communication Services Portfolio Q1 2025 Review - Seeking Alpha
05/06/2025
Expense Ratio Date29th of April 2023
Expense Ratio0.7000
  

Multimedia Portfolio Relative Risk vs. Return Landscape

If you would invest  9,452  in Multimedia Portfolio Multimedia on April 21, 2025 and sell it today you would earn a total of  3,397  from holding Multimedia Portfolio Multimedia or generate 35.94% return on investment over 90 days. Multimedia Portfolio Multimedia is currently producing 0.4939% returns and takes up 1.0532% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Multimedia, and 91% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Multimedia Portfolio is expected to generate 1.26 times more return on investment than the market. However, the company is 1.26 times more volatile than its market benchmark. It trades about 0.47 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.29 per unit of risk.

Multimedia Portfolio Current Valuation

Undervalued
Today
128.49
Please note that Multimedia Portfolio's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Multimedia Portfolio secures a last-minute Real Value of $135.75 per share. The latest price of the fund is $128.49. We determine the value of Multimedia Portfolio from analyzing 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 merge together.
Since Multimedia Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Multimedia Mutual Fund. However, Multimedia Portfolio'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  128.49 Real  135.75 Hype  128.24 Naive  128.11
The intrinsic value of Multimedia Portfolio'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 Multimedia Portfolio'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.
115.64
Downside
135.75
Real Value
136.80
Upside
Estimating the potential upside or downside of Multimedia Portfolio Multimedia helps investors to forecast how Multimedia 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 Multimedia Portfolio more accurately as focusing exclusively on Multimedia Portfolio's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
124.08126.43128.79
Details
Hype
Prediction
LowEstimatedHigh
127.19128.24129.29
Details
Naive
Forecast
LowNext ValueHigh
127.06128.11129.17
Details

Multimedia Portfolio Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Multimedia Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Multimedia Portfolio Multimedia, and traders can use it to determine the average amount a Multimedia Portfolio'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 = 0.469

Best PortfolioBest Equity
Good Returns
Average Returns
Small ReturnsFBMPX
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 1.05
  actual daily
9
91% of assets are more volatile

Expected Return

 0.49
  actual daily
9
91% of assets have higher returns

Risk-Adjusted Return

 0.47
  actual daily
36
64% of assets perform better
Based on monthly moving average Multimedia Portfolio is performing at about 36% 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 Multimedia Portfolio by adding it to a well-diversified portfolio.

Multimedia Portfolio Fundamentals Growth

Multimedia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Multimedia Portfolio, and Multimedia Portfolio 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 Multimedia Mutual Fund performance.

About Multimedia Portfolio Performance

Evaluating Multimedia Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Multimedia Portfolio 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 Multimedia Portfolio 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.
The fund normally invests at least 80 percent of assets in securities of companies principally engaged in the development, production, or distribution of communication services. It invests in domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. It invests primarily in common stocks. The fund is non-diversified.

Things to note about Multimedia Portfolio performance evaluation

Checking the ongoing alerts about Multimedia Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Multimedia Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Multimedia is showing solid risk-adjusted performance over 90 days
The fund retains 97.95% of its assets under management (AUM) in equities
Evaluating Multimedia Portfolio's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Multimedia Portfolio's mutual fund performance include:
  • Analyzing Multimedia Portfolio'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 Multimedia Portfolio's stock is overvalued or undervalued compared to its peers.
  • Examining Multimedia Portfolio'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 Multimedia Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Multimedia Portfolio's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Multimedia Portfolio's mutual fund. These opinions can provide insight into Multimedia Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Multimedia Portfolio's mutual fund performance is not an exact science, and many factors can impact Multimedia Portfolio's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Multimedia Mutual Fund

Multimedia Portfolio financial ratios help investors to determine whether Multimedia 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 Multimedia with respect to the benefits of owning Multimedia Portfolio security.
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