Pfg Global Equity Fund Manager Performance Evaluation
| PFSGX Fund | 11.83 0.02 0.17% |
The fund holds a Beta of 0.71, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pfg Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pfg Global 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 Pfg Global Equity are ranked lower than 30 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Pfg Global showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | What Anti-Woke Funds and ESG Have in Common - WSJ | 07/08/2025 |
Pfg |
Pfg Global Relative Risk vs. Return Landscape
If you would invest 999.00 in Pfg Global Equity on April 20, 2025 and sell it today you would earn a total of 184.00 from holding Pfg Global Equity or generate 18.42% return on investment over 90 days. Pfg Global Equity is currently producing 0.2711% returns and takes up 0.7024% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Pfg, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pfg Global Current Valuation
Undervalued
Today
Please note that Pfg Global's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is undervalued. Pfg Global Equity holds a recent Real Value of USD12.68 per share. The prevailing price of the fund is USD11.83. Our model determines the value of Pfg Global Equity from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Pfg Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pfg Mutual Fund. However, Pfg Global'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 11.83 | Real 12.68 | Hype 11.84 | Naive 11.73 |
The intrinsic value of Pfg Global'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 Pfg Global'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 Pfg Global Equity helps investors to forecast how Pfg 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 Pfg Global more accurately as focusing exclusively on Pfg Global's fundamentals will not take into account other important factors: Pfg Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pfg Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pfg Global Equity, and traders can use it to determine the average amount a Pfg Global'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 = 0.386
| Best Portfolio | Best Equity | |||
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| Average Returns | ||||
| Small Returns | PFSGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.39 actual daily | 30 70% of assets perform better |
Based on monthly moving average Pfg Global is performing at about 30% 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 Pfg Global by adding it to a well-diversified portfolio.
Pfg Global Fundamentals Growth
Pfg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pfg Global, and Pfg Global 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 Pfg Mutual Fund performance.
About Pfg Global Performance
Evaluating Pfg Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pfg Global 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 Pfg Global 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, under normal circumstances, will invest at least 80 percent of its assets in mutual funds and ETFs that are passively managed and seek to track a specific index consisting of either or both U.S. and foreign equity securities of any capitalization, in order to obtain exposure to the broad global equity market.Things to note about Pfg Global Equity performance evaluation
Checking the ongoing alerts about Pfg Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pfg Global Equity 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: What Anti-Woke Funds and ESG Have in Common - WSJ | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Pfg Global'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 Pfg Global's stock is overvalued or undervalued compared to its peers.
- Examining Pfg Global'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 Pfg Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pfg Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pfg Global's mutual fund. These opinions can provide insight into Pfg Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pfg Mutual Fund
Pfg Global financial ratios help investors to determine whether Pfg 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 Pfg with respect to the benefits of owning Pfg Global security.
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