Fvkvwx Fund Manager Performance Evaluation
| FVKVWX Fund | 9.75 0.21 2.20% |
The fund shows a Beta (market volatility) of 0.74, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fvkvwx's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fvkvwx is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fvkvwx are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Fvkvwx may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...moreFvkvwx |
Fvkvwx Relative Risk vs. Return Landscape
If you would invest 907.00 in Fvkvwx on October 7, 2025 and sell it today you would earn a total of 68.00 from holding Fvkvwx or generate 7.5% return on investment over 90 days. Fvkvwx is generating 0.1204% of daily returns assuming 0.8734% volatility of returns over the 90 days investment horizon. Simply put, 7% of all funds have less volatile historical return distribution than Fvkvwx, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fvkvwx Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fvkvwx's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Fvkvwx, and traders can use it to determine the average amount a Fvkvwx'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 = 0.1379
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| Cash | FVKVWX | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Fvkvwx is performing at about 10% 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 Fvkvwx by adding it to a well-diversified portfolio.
About Fvkvwx Performance
Evaluating Fvkvwx's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fvkvwx 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 Fvkvwx 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.
Fvkvwx is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Fvkvwx performance evaluation
Checking the ongoing alerts about Fvkvwx for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Fvkvwx help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Fvkvwx's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fvkvwx's fund performance include:- Analyzing Fvkvwx'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 Fvkvwx's stock is overvalued or undervalued compared to its peers.
- Examining Fvkvwx'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 Fvkvwx's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fvkvwx's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Fvkvwx's fund. These opinions can provide insight into Fvkvwx's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fvkvwx Fund
Fvkvwx financial ratios help investors to determine whether Fvkvwx 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 Fvkvwx with respect to the benefits of owning Fvkvwx security.
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