Focused Mutual Fund Manager Performance Evaluation

ACFGX
 Fund
  

USD 46.99  0.18  0.38%   

The fund shows a Beta (market volatility) of 0.1301, which means not very significant fluctuations relative to the market. Let's try to break down what Focused's beta means in this case. As returns on the market increase, Focused Dynamic returns are expected to increase less than the market. However, during the bear market, the loss on holding Focused Dynamic will be expected to be smaller as well. Although it is vital to follow Focused Dynamic Growth historical returns, it is good to be conservative about what you can do with the information regarding equity current trending patterns. The philosophy in predicting future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By reviewing Focused Dynamic Growth technical indicators, you can presently evaluate if the expected return of 0.31% will be sustainable into the future.
  
Focused Performance
10 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Focused Dynamic Growth are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Focused Dynamic showed solid returns over the last few months and may actually be approaching a breakup point.
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Focused Price Channel

Fifty Two Week Low36.99
Fifty Two Week High66.27

Focused Dynamic Relative Risk vs. Return Landscape

If you would invest  3,947  in Focused Dynamic Growth on May 18, 2022 and sell it today you would earn a total of  752.00  from holding Focused Dynamic Growth or generate 19.05% return on investment over 90 days. Focused Dynamic Growth is currently producing 0.3061% returns and takes up 2.2245% volatility of returns over 90 trading days. Put another way, 19% of traded mutual funds are less volatile than Focused, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Focused Dynamic is expected to generate 1.9 times more return on investment than the market. However, the company is 1.9 times more volatile than its market benchmark. It trades about 0.14 of its potential returns per unit of risk. The DOW is currently generating roughly 0.12 per unit of risk.

Focused Dynamic Current Valuation

Overvalued
Today 46.99
Please note that Focused Dynamic's price fluctuation is very steady at this time.
Focused Dynamic Growth shows a prevailing Real Value of $45.53 per share. The current price of the fund is $46.99. At this time, the entity appears to be overvalued. We determine the value of Focused Dynamic Growth 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.
Our valuation method for Focused Dynamic Growth is useful when determining the fair value of the Focused mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Focused Dynamic. Since Focused Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Focused Mutual Fund. However, Focused Dynamic'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.
45.53
Real Value
47.77
Upside
Estimating the potential upside or downside of Focused Dynamic Growth helps investors to forecast how Focused 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 Focused Dynamic more accurately as focusing exclusively on Focused Dynamic's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimated ValueHigh
44.5146.7548.99
Details

Focused Dynamic Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Focused Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Focused Dynamic Growth, and traders can use it to determine the average amount a Focused Dynamic'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 = 0.1376

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Estimated Market Risk
 2.22
  actual daily
 
 19 %
of total potential
 
1919
Expected Return
 0.31
  actual daily
 
 5 %
of total potential
 
55
Risk-Adjusted Return
 0.14
  actual daily
 
 10 %
of total potential
 
1010
Based on monthly moving average Focused Dynamic 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 Focused Dynamic by adding it to a well-diversified portfolio.

About Focused Dynamic Performance

To evaluate Focused Dynamic Growth 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 Focused Dynamic 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 Focused 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 Focused Dynamic Growth stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Focused'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 portfolio managers look for stocks of early and rapid stage growth companies they believe will increase in value over time. Focused Dynamic is traded on NASDAQ Exchange in the United States.

Things to note about Focused Dynamic Growth

Checking the ongoing alerts about Focused Dynamic for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Focused Dynamic Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Focused Dynamic Alerts

Equity Alerts and Improvement Suggestions

Focused Dynamic is unlikely to experience financial distress in the next 2 years
The fund holds 99.44% of its assets under management (AUM) in equities
Please continue to Trending Equities. Note that the Focused Dynamic Growth information on this page should be used as a complementary analysis to other Focused Dynamic'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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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When running Focused Dynamic Growth price analysis, check to measure Focused Dynamic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Focused Dynamic is operating at the current time. Most of Focused Dynamic's value examination focuses on studying past and present price action to predict the probability of Focused Dynamic's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Focused Dynamic's price. Additionally, you may evaluate how the addition of Focused Dynamic to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Focused Dynamic's value and its price as these two are different measures arrived at by different means. Investors typically determine Focused Dynamic value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Focused Dynamic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.