Pinebridge Dynamic Asset Fund Manager Performance Evaluation
| PDAVX Fund | USD 12.28 0.01 0.08% |
The fund holds a Beta of 0.43, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pinebridge Dynamic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pinebridge Dynamic is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pinebridge Dynamic Asset are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Pinebridge Dynamic may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more| Expense Ratio | 0.9100 |
Pinebridge |
Pinebridge Dynamic Relative Risk vs. Return Landscape
If you would invest 1,101 in Pinebridge Dynamic Asset on April 21, 2025 and sell it today you would earn a total of 127.00 from holding Pinebridge Dynamic Asset or generate 11.53% return on investment over 90 days. Pinebridge Dynamic Asset is currently producing 0.1747% returns and takes up 0.4997% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Pinebridge, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pinebridge Dynamic Current Valuation
Fairly Valued
Today
Please note that Pinebridge Dynamic's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pinebridge Dynamic Asset holds a recent Real Value of $12.15 per share. The prevailing price of the fund is $12.28. We determine the value of Pinebridge Dynamic Asset 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 Pinebridge Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pinebridge Mutual Fund. However, Pinebridge 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. | Historical | Market 12.28 | Real 12.15 | Hype 12.28 | Naive 12.21 |
The intrinsic value of Pinebridge Dynamic'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 Pinebridge Dynamic'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 Pinebridge Dynamic Asset helps investors to forecast how Pinebridge 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 Pinebridge Dynamic more accurately as focusing exclusively on Pinebridge Dynamic's fundamentals will not take into account other important factors: Pinebridge Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pinebridge Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pinebridge Dynamic Asset, and traders can use it to determine the average amount a Pinebridge 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 = 0.3495
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PDAVX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.35 actual daily | 27 73% of assets perform better |
Based on monthly moving average Pinebridge Dynamic is performing at about 27% 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 Pinebridge Dynamic by adding it to a well-diversified portfolio.
Pinebridge Dynamic Fundamentals Growth
Pinebridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pinebridge Dynamic, and Pinebridge Dynamic 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 Pinebridge Mutual Fund performance.
| Total Asset | 443.62 M | ||||
About Pinebridge Dynamic Performance
Evaluating Pinebridge Dynamic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pinebridge Dynamic 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 Pinebridge Dynamic 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 investment objective of the fund is to seek to achieve total return primarily by managing allocations among a broad range of asset classes, and secondarily by generating alpha through individual investment selections, based on a combination of factors, including, but not limited to, the Advisers macroeconomic views, fundamental analyses and risk management considerations.Things to note about Pinebridge Dynamic Asset performance evaluation
Checking the ongoing alerts about Pinebridge Dynamic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pinebridge Dynamic Asset help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 30.62% of its assets in cash |
- Analyzing Pinebridge Dynamic'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 Pinebridge Dynamic's stock is overvalued or undervalued compared to its peers.
- Examining Pinebridge Dynamic'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 Pinebridge Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pinebridge Dynamic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pinebridge Dynamic's mutual fund. These opinions can provide insight into Pinebridge Dynamic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pinebridge Mutual Fund
Pinebridge Dynamic financial ratios help investors to determine whether Pinebridge 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 Pinebridge with respect to the benefits of owning Pinebridge Dynamic security.
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