Fam Small Cap Fund Manager Performance Evaluation
| FAMFX Fund | USD 20.92 -0.09 -0.43% |
The fund shows a Beta (market volatility) of 1.08, which alludes to a somewhat significant risk relative to the market. FAM SMALL returns are very sensitive to returns on the market. As the market goes up or down, FAM SMALL is expected to follow.
Risk-Adjusted Performance
Weak
Weak | Strong |
Over the last 90 days, Fam Small Cap generated negative risk-adjusted returns and added little value for fund investors. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite latest weak performance, the fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund's investors. Learn More
| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 1.2400 |
FAM |
FAM SMALL Relative Risk vs. Return Landscape
If you had invested $ 2,293 in Fam Small Cap on December 12, 2025 and sold it today you would have lost $ 201.00 from holding Fam Small Cap or given up 8.77% of portfolio value over 90 days. Fam Small Cap is currently producing negative expected returns and carries 1.2236% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than FAM, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of Fam Small Cap
Below is the normalized historical share price chart for Fam Small Cap extending back to March 01, 2012. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of FAM SMALL stands at 20.92, as last reported on the 12th of March 2026, with the highest price reaching 20.92 and the lowest price hitting 20.92 during the day.Macro event markers
Target Price Odds to finish over Current Price
Investors have long observed that FAM Mutual Fund price tends to fluctuate around a central value over time. This mean reversion pattern is a cornerstone of many forecasting models. However, periods of persistent mispricing in some funds suggest that additional risk factors may account for the delayed correction.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 20.92 | 90 days | 20.92 | close to 99 |
A normal distribution analysis suggests that the odds of FAM SMALL moving above the current price in 90 days from now are close to 99 (The distribution above shows where FAM Mutual Fund price is most likely to fall within the next 90 days based on historical volatility).
FAM SMALL Price Density |
| Price |
Predictive Modules for FAM SMALL
Forecasting Fam Small Cap involves applying various models to estimate future price behavior. While no method can consistently predict the fund market with certainty, the discipline of building and testing forecasts sharpens investment thinking. Combining several approaches and cross-checking results offers a more balanced view of potential outcomes.Mean reversion in FAM SMALL's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Primary Risk Indicators
The mutual fund market has gone through extended periods of turbulence over the past two decades. FAM SMALL has not been immune to these swings. Sudden corrections and sharp rallies have tested many portfolios. Investors can protect against downside risk in Fam Small Cap by monitoring FAM SMALL's fundamental risk indicators and maintaining appropriate hedges.α | Alpha over Dow Jones | -0.1092 | |
β | Beta against Dow Jones | 1.08 | |
σ | Overall volatility | 0.73 | |
Ir | Information ratio | -0.0906 |
FAM SMALL Alerts and Suggestions
Setting up alerts on FAM SMALL ensures that material changes in technical or fundamental conditions are not missed. These notifications for Fam Small Cap help investors make timely decisions in response to significant fund events.| Fam Small Cap generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Morgan Stanley puts 12bn T. Rowe fund on watch in latest rec list shuffle - Citywire | |
| The fund retains about 5.93% of its assets under management (AUM) in cash |
FAM SMALL Fundamentals Growth
FAM SMALL's fundamentals serve as the primary lens through which investors evaluate FAM Mutual Fund. Metrics such as earnings growth, revenue consistency, margin trends, and balance sheet strength collectively determine market sentiment toward FAM Mutual Fund.
| Price To Earning | 17.34 X | |||
| Price To Book | 1.86 X | |||
| Price To Sales | 0.84 X | |||
| Total Asset | 203.31 M | |||
About FAM SMALL Performance Analysis
FAM SMALL performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Drawdown profile frames downside sensitivity and recovery characteristics. 
Gabriel Shpitalnik · Member of Macroaxis Editorial Board
Unless otherwise specified, financial data for Fam Small Cap is derived from periodic company reporting (annual and quarterly where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on asset type. Updates may occur throughout the day.
FAM Mutual Fund is Curated By:
Gabriel Shpitalnik · Member of Macroaxis Editorial Board