Ftdbx Fund Manager Performance Evaluation
| FTDBX Fund | USD 69.07 0.13 0.19% |
The fund shows a Beta (market volatility) of -0.0052, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ftdbx are expected to decrease at a much lower rate. During the bear market, Ftdbx is likely to outperform the market.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ftdbx are ranked lower than 26 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental drivers, Ftdbx may actually be approaching a critical reversion point that can send shares even higher in August 2025.
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Ftdbx |
Ftdbx Relative Risk vs. Return Landscape
If you would invest 6,256 in Ftdbx on April 27, 2025 and sell it today you would earn a total of 651.00 from holding Ftdbx or generate 10.41% return on investment over 90 days. Ftdbx is currently producing 0.1609% returns and takes up 0.4843% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Ftdbx, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ftdbx Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ftdbx's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ftdbx, and traders can use it to determine the average amount a Ftdbx'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 = 0.3323
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FTDBX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.33 actual daily | 26 74% of assets perform better |
Based on monthly moving average Ftdbx is performing at about 26% 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 Ftdbx by adding it to a well-diversified portfolio.
About Ftdbx Performance
Evaluating Ftdbx's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ftdbx 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 Ftdbx 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.
Ftdbx is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Ftdbx performance evaluation
Checking the ongoing alerts about Ftdbx for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ftdbx help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Ftdbx's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ftdbx's mutual fund performance include:- Analyzing Ftdbx'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 Ftdbx's stock is overvalued or undervalued compared to its peers.
- Examining Ftdbx'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 Ftdbx's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ftdbx's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ftdbx's mutual fund. These opinions can provide insight into Ftdbx's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ftdbx Mutual Fund
Ftdbx financial ratios help investors to determine whether Ftdbx 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 Ftdbx with respect to the benefits of owning Ftdbx security.
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