First Foundation Fixed Fund Manager Performance Evaluation
| FFBAX Fund | USD 11.27 0.01 0.09% |
The fund shows a Beta (market volatility) of -0.0027, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning First Foundation are expected to decrease at a much lower rate. During the bear market, First Foundation is likely to outperform the market.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Foundation Fixed are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, First Foundation is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreFirst |
First Foundation Relative Risk vs. Return Landscape
If you would invest 1,112 in First Foundation Fixed on April 27, 2025 and sell it today you would earn a total of 15.00 from holding First Foundation Fixed or generate 1.35% return on investment over 90 days. First Foundation Fixed is currently producing 0.0219% returns and takes up 0.26% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than First, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
First Foundation Current Valuation
Overvalued
Today
Please note that First Foundation's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. First Foundation Fixed shows a prevailing Real Value of $11.03 per share. The current price of the fund is $11.27. We determine the value of First Foundation Fixed from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since First Foundation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of First Mutual Fund. However, First Foundation'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 11.27 | Real 11.03 | Hype 11.27 | Naive 11.28 |
The intrinsic value of First Foundation'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 First Foundation'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 First Foundation Fixed helps investors to forecast how First 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 First Foundation more accurately as focusing exclusively on First Foundation's fundamentals will not take into account other important factors: First Foundation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Foundation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as First Foundation Fixed, and traders can use it to determine the average amount a First Foundation'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 = 0.0844
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FFBAX |
Estimated Market Risk
| 0.26 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average First Foundation is performing at about 6% 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 First Foundation by adding it to a well-diversified portfolio.
First Foundation Fundamentals Growth
First Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of First Foundation, and First Foundation 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 First Mutual Fund performance.
| Total Asset | 195.34 M | |||
About First Foundation Performance
Evaluating First Foundation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if First Foundation 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 First Foundation 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 seeks to achieve its investment objective by investing at least 80 percent of its net assets under normal circumstances in debt securities. It invests primarily in a variety of investment-grade debt securities, such as mortgage-backed securities, corporate bonds, U.S. government securities, investment-grade municipal obligations and money market instruments. The fund normally has a weighted average maturity of approximately five to ten years, but is subject to no limitation with respect to the maturities of the instruments.Things to note about First Foundation Fixed performance evaluation
Checking the ongoing alerts about First Foundation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for First Foundation Fixed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing First Foundation'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 First Foundation's stock is overvalued or undervalued compared to its peers.
- Examining First Foundation'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 First Foundation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of First Foundation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of First Foundation's mutual fund. These opinions can provide insight into First Foundation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in First Mutual Fund
First Foundation financial ratios help investors to determine whether First 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 First with respect to the benefits of owning First Foundation security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |