Prudential Balanced Fund Manager Performance Evaluation
The fund holds a Beta of 0.0, which implies not very significant fluctuations relative to the market. the returns on MARKET and Prudential Balanced are completely uncorrelated.
Risk-Adjusted Performance
Solid
Weak | Strong |
Over the last 90 days Prudential Balanced Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Prudential Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreExpense Ratio Date | 29th of November 2022 | |
Expense Ratio | 1.0000 |
Prudential |
Prudential Balanced Relative Risk vs. Return Landscape
If you would invest (100.00) in Prudential Balanced Fund on April 29, 2025 and sell it today you would earn a total of 100.00 from holding Prudential Balanced Fund or generate -100.0% return on investment over 90 days. Prudential Balanced Fund is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Prudential, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
Risk |
Prudential Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Prudential Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Prudential Balanced Fund, and traders can use it to determine the average amount a Prudential Balanced'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 = 0.0
Best Portfolio | Best Equity | |||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
PIBAX |
Based on monthly moving average Prudential Balanced is not performing at its full potential. However, 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 Prudential Balanced by adding Prudential Balanced to a well-diversified portfolio.
Prudential Balanced Fundamentals Growth
Prudential Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential Balanced, and Prudential Balanced 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 Prudential Mutual Fund performance.
Price To Earning | 17.28 X | ||||
Price To Book | 2.28 X | ||||
Price To Sales | 1.37 X | ||||
Total Asset | 670.58 M | ||||
About Prudential Balanced Performance
Evaluating Prudential Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential Balanced 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 Prudential Balanced 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.
The fund invests in a portfolio of equity, fixed-income and money market securities that is actively managed to capitalize on opportunities created by perceived misvaluation. PGIM Balanced is traded on NASDAQ Exchange in the United States.Things to note about Prudential Balanced performance evaluation
Checking the ongoing alerts about Prudential Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Prudential Balanced is not yet fully synchronised with the market data | |
The fund maintains about 5.73% of its assets in bonds |
- Analyzing Prudential Balanced'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 Prudential Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Prudential Balanced'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 Prudential Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Prudential Balanced's mutual fund. These opinions can provide insight into Prudential Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Prudential Mutual Fund
Prudential Balanced financial ratios help investors to determine whether Prudential 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 Prudential with respect to the benefits of owning Prudential Balanced security.
Equity Valuation Check real value of public entities based on technical and fundamental data | |
Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |