Forum Funds Financials
| FLXIX Fund | USD 10.68 0.01 0.09% |
Forum |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Forum Funds Fund Summary
Forum Funds competes with James Balanced:, First Eagle, Precious Metals, Goldman Sachs, and Franklin Gold. The fund invests primarily in a diversified portfolio of convertible securities issued by both U.S. and foreign companies. These convertible securities are typically debt securities or preferred stocks that can be exchanged for, or convert automatically to, common stock. The fund may invest, long or short, in securities of issuers of any market capitalization in the U.S. or abroad.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US90470L3454 |
| Mutual Fund Family | Absolute Strategies |
| Mutual Fund Category | Convertibles |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Forum Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Forum Funds's current stock value. Our valuation model uses many indicators to compare Forum Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Forum Funds competition to find correlations between indicators driving Forum Funds's intrinsic value. More Info.Forum Funds is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 720.54 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Forum Funds' earnings, one of the primary drivers of an investment's value.Forum Funds Systematic Risk
Forum Funds' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Forum Funds volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was seven with a total number of output elements of fifty-four. The Beta measures systematic risk based on how returns on Forum Funds correlated with the market. If Beta is less than 0 Forum Funds generally moves in the opposite direction as compared to the market. If Forum Funds Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Forum Funds is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Forum Funds is generally in the same direction as the market. If Beta > 1 Forum Funds moves generally in the same direction as, but more than the movement of the benchmark.
Forum Funds June 19, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Forum Funds help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Forum Funds . We use our internally-developed statistical techniques to arrive at the intrinsic value of Forum Funds based on widely used predictive technical indicators. In general, we focus on analyzing Forum Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Forum Funds's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2333 | |||
| Information Ratio | 0.0543 | |||
| Maximum Drawdown | 1.04 | |||
| Value At Risk | (0.37) | |||
| Potential Upside | 0.4739 |
Other Information on Investing in Forum Mutual Fund
Forum Funds financial ratios help investors to determine whether Forum 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 Forum with respect to the benefits of owning Forum Funds security.
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