Riskproreg Dynamic 20 30 Fund Manager Performance Evaluation
| PFJDX Fund | USD 11.86 0.04 0.34% |
The fund holds a Beta of -0.0416, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Riskproreg Dynamic are expected to decrease at a much lower rate. During the bear market, Riskproreg Dynamic is likely to outperform the market.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Riskproreg Dynamic 20 30 are ranked lower than 29 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Riskproreg Dynamic may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more1 | Exclusive Trump Administration Weighs Eliminating Funds for Hospitals Offering Gender Care to Minors - WSJ | 06/30/2025 |
| Expense Ratio Date | 29th of August 2022 | |
| Expense Ratio | 2.2800 |
Riskproreg |
Riskproreg Dynamic Relative Risk vs. Return Landscape
If you would invest 1,057 in Riskproreg Dynamic 20 30 on April 20, 2025 and sell it today you would earn a total of 129.00 from holding Riskproreg Dynamic 20 30 or generate 12.2% return on investment over 90 days. Riskproreg Dynamic 20 30 is currently producing 0.1871% returns and takes up 0.4944% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Riskproreg, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Riskproreg Dynamic Current Valuation
Overvalued
Today
Please note that Riskproreg Dynamic's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Riskproreg Dynamic holds a recent Real Value of $11.61 per share. The prevailing price of the fund is $11.86. We determine the value of Riskproreg Dynamic 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 Riskproreg Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Riskproreg Mutual Fund. However, Riskproreg 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 11.86 | Real 11.61 | Hype 11.87 | Naive 11.79 |
The intrinsic value of Riskproreg 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 Riskproreg 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 Riskproreg Dynamic 20 30 helps investors to forecast how Riskproreg 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 Riskproreg Dynamic more accurately as focusing exclusively on Riskproreg Dynamic's fundamentals will not take into account other important factors: Riskproreg Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Riskproreg Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Riskproreg Dynamic 20 30, and traders can use it to determine the average amount a Riskproreg 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 = 0.3784
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PFJDX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.49 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.38 actual daily | 29 71% of assets perform better |
Based on monthly moving average Riskproreg Dynamic is performing at about 29% 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 Riskproreg Dynamic by adding it to a well-diversified portfolio.
Riskproreg Dynamic Fundamentals Growth
Riskproreg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Riskproreg Dynamic, and Riskproreg 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 Riskproreg Mutual Fund performance.
About Riskproreg Dynamic Performance
Evaluating Riskproreg Dynamic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Riskproreg 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 Riskproreg 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 fund seeks to achieve its investment objective by investing more than 80 percent of the funds assets, plus any amounts for borrowing, in shares of mutual funds or ETFs advised by J.P. Morgan, under normal market circumstances. Each JP Morgan underlying fund and Other underlying fund invests primarily in equity andor fixed-income securities, to obtain exposure to the broad equity and fixed income markets.Things to note about Riskproreg Dynamic performance evaluation
Checking the ongoing alerts about Riskproreg Dynamic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Riskproreg Dynamic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Exclusive Trump Administration Weighs Eliminating Funds for Hospitals Offering Gender Care to Minors - WSJ | |
| The fund maintains about 27.94% of its assets in bonds |
- Analyzing Riskproreg 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 Riskproreg Dynamic's stock is overvalued or undervalued compared to its peers.
- Examining Riskproreg 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 Riskproreg Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Riskproreg Dynamic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Riskproreg Dynamic's mutual fund. These opinions can provide insight into Riskproreg Dynamic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Riskproreg Mutual Fund
Riskproreg Dynamic financial ratios help investors to determine whether Riskproreg 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 Riskproreg with respect to the benefits of owning Riskproreg Dynamic security.
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