Chemicals Portfolio Chemicals Fund Manager Performance Evaluation
| FSCHX Fund | USD 14.84 0.12 0.80% |
The fund shows a Beta (market volatility) of 0.0092, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Chemicals Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Chemicals Portfolio is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Chemicals Portfolio Chemicals are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Chemicals Portfolio is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 29th of April 2023 | |
| Expense Ratio | 0.7000 |
Chemicals |
Chemicals Portfolio Relative Risk vs. Return Landscape
If you would invest 1,402 in Chemicals Portfolio Chemicals on February 7, 2024 and sell it today you would earn a total of 82.00 from holding Chemicals Portfolio Chemicals or generate 5.85% return on investment over 90 days. Chemicals Portfolio Chemicals is currently producing 0.0979% returns and takes up 1.23% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Chemicals, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Chemicals Portfolio Current Valuation
Undervalued
Today
Please note that Chemicals Portfolio's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Chemicals Portfolio shows a prevailing Real Value of $15.46 per share. The current price of the fund is $14.84. We determine the value of Chemicals Portfolio from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Our valuation method for Chemicals Portfolio Chemicals is useful when determining the fair value of the Chemicals mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Chemicals Portfolio. Since Chemicals Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Chemicals Mutual Fund. However, Chemicals 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 14.84 | Real 15.46 | Hype 14.76 |
The real value of Chemicals Mutual Fund, also known as its intrinsic value, is the underlying worth of Chemicals Portfolio Mutual Fund, which is reflected in its stock price. It is based on Chemicals Portfolio's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Chemicals 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 Chemicals 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.
Estimating the potential upside or downside of Chemicals Portfolio Chemicals helps investors to forecast how Chemicals 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 Chemicals Portfolio more accurately as focusing exclusively on Chemicals Portfolio's fundamentals will not take into account other important factors: Chemicals Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Chemicals Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Chemicals Portfolio Chemicals, and traders can use it to determine the average amount a Chemicals 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 = 0.0796
| Best Portfolio | Best Equity | |||
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| Cash | FSCHX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Chemicals Portfolio 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 Chemicals Portfolio by adding it to a well-diversified portfolio.
Chemicals Portfolio Fundamentals Growth
Chemicals Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Chemicals Portfolio, and Chemicals 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 Chemicals Mutual Fund performance.
| Price To Earning | 17.38 X | ||||
| Price To Book | 3.65 X | ||||
| Price To Sales | 1.41 X | ||||
About Chemicals Portfolio Performance
To evaluate Chemicals Portfolio Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Chemicals Portfolio generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Chemicals Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Chemicals Portfolio market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Chemicals's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests primarily in common stocks. It normally invests at least 80 percent of assets in securities of companies principally engaged in the research, development, manufacture, or marketing of products or services related to the chemical process industries. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.Things to note about Chemicals Portfolio performance evaluation
Checking the ongoing alerts about Chemicals Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Chemicals Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Is Fidelity Select Chemicals a Strong Mutual Fund Pick Right Now - Yahoo Canada Shine On | |
| The fund retains 99.67% of its assets under management (AUM) in equities |
- Analyzing Chemicals 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 Chemicals Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Chemicals 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 Chemicals Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Chemicals Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Chemicals Portfolio's mutual fund. These opinions can provide insight into Chemicals Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Chemicals Portfolio Chemicals. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Chemicals Portfolio information on this page should be used as a complementary analysis to other Chemicals Portfolio's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.