Pinnacle Sherman Multi Strategy Fund Manager Performance Evaluation
| IPSHX Fund | USD 14.10 0.07 0.49% |
The fund holds a Beta of 0.92, which implies possible diversification benefits within a given portfolio. Pinnacle Sherman returns are very sensitive to returns on the market. As the market goes up or down, Pinnacle Sherman is expected to follow.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Pinnacle Sherman Multi Strategy are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical indicators, Pinnacle Sherman may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 19th of May 2023 | |
| Expense Ratio | 1.4500 |
Pinnacle |
Pinnacle Sherman Relative Risk vs. Return Landscape
If you would invest 1,311 in Pinnacle Sherman Multi Strategy on August 20, 2024 and sell it today you would earn a total of 99.00 from holding Pinnacle Sherman Multi Strategy or generate 7.55% return on investment over 90 days. Pinnacle Sherman Multi Strategy is currently producing 0.1168% returns and takes up 0.7841% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Pinnacle, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pinnacle Sherman Current Valuation
Fairly Valued
Today
Please note that Pinnacle Sherman's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pinnacle Sherman Multi holds a recent Real Value of $14.26 per share. The prevailing price of the fund is $14.1. We determine the value of Pinnacle Sherman Multi from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Pinnacle Sherman is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pinnacle Mutual Fund. However, Pinnacle Sherman'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 14.1 | Real 14.26 | Hype 14.1 | Naive 14.3 |
The intrinsic value of Pinnacle Sherman'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 Pinnacle Sherman'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 Pinnacle Sherman Multi Strategy helps investors to forecast how Pinnacle 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 Pinnacle Sherman more accurately as focusing exclusively on Pinnacle Sherman's fundamentals will not take into account other important factors: Pinnacle Sherman Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pinnacle Sherman's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pinnacle Sherman Multi Strategy, and traders can use it to determine the average amount a Pinnacle Sherman'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 = 0.149
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| Cash | IPSHX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Pinnacle Sherman is performing at about 11% 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 Pinnacle Sherman by adding it to a well-diversified portfolio.
Pinnacle Sherman Fundamentals Growth
Pinnacle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pinnacle Sherman, and Pinnacle Sherman 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 Pinnacle Mutual Fund performance.
| Total Asset | 15.57 M | ||||
About Pinnacle Sherman Performance
Evaluating Pinnacle Sherman's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pinnacle Sherman 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 Pinnacle Sherman 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 seeks to meet its investment objective by investing, under normal market conditions, in foreign and domestic equity securities of all market capitalizations, fixed income securities of any credit quality, and cash and cash equivalents. The advisor intends to generally invest in a mix of asset classes. It may invest in individual securities or in exchange traded funds , and may invest in emerging markets.Things to note about Pinnacle Sherman Multi performance evaluation
Checking the ongoing alerts about Pinnacle Sherman for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pinnacle Sherman Multi help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 97.04% of its assets under management (AUM) in equities |
- Analyzing Pinnacle Sherman'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 Pinnacle Sherman's stock is overvalued or undervalued compared to its peers.
- Examining Pinnacle Sherman'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 Pinnacle Sherman's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pinnacle Sherman's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pinnacle Sherman's mutual fund. These opinions can provide insight into Pinnacle Sherman's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pinnacle Mutual Fund
Pinnacle Sherman financial ratios help investors to determine whether Pinnacle 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 Pinnacle with respect to the benefits of owning Pinnacle Sherman security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital |