Fa 529 Aggressive Fund Manager Performance Evaluation
| FFCGX Fund | USD 34.83 0.40 1.14% |
The fund owns a Beta (Systematic Risk) of 0.9, which means possible diversification benefits within a given portfolio. Fa 529 returns are very sensitive to returns on the market. As the market goes up or down, Fa 529 is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Fa 529 Aggressive has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest unsteady performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 0.0400 |
FFCGX |
Fa 529 Relative Risk vs. Return Landscape
If you would invest 3,890 in Fa 529 Aggressive on January 9, 2025 and sell it today you would lose (407.00) from holding Fa 529 Aggressive or give up 10.46% of portfolio value over 90 days. Fa 529 Aggressive is currently producing negative expected returns and takes up 1.3097% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than FFCGX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fa 529 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fa 529's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fa 529 Aggressive, and traders can use it to determine the average amount a Fa 529'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 = -0.1316
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FFCGX |
Estimated Market Risk
| 1.31 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fa 529 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 Fa 529 by adding Fa 529 to a well-diversified portfolio.
About Fa 529 Performance
Evaluating Fa 529's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fa 529 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 Fa 529 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 Fa 529 Aggressive performance evaluation
Checking the ongoing alerts about Fa 529 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fa 529 Aggressive help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fa 529 Aggressive generated a negative expected return over the last 90 days |
- Analyzing Fa 529'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 Fa 529's stock is overvalued or undervalued compared to its peers.
- Examining Fa 529'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 Fa 529's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fa 529's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fa 529's mutual fund. These opinions can provide insight into Fa 529's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in FFCGX Mutual Fund
Fa 529 financial ratios help investors to determine whether FFCGX 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 FFCGX with respect to the benefits of owning Fa 529 security.
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