Riskproreg Pfg 30 Fund Manager Performance Evaluation
| PFSMX Fund | USD 9.90 0.01 0.10% |
The fund holds a Beta of -0.0627, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Riskproreg Pfg are expected to decrease at a much lower rate. During the bear market, Riskproreg Pfg is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Riskproreg Pfg 30 are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Riskproreg Pfg is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of August 2022 | |
| Expense Ratio | 2.5400 |
Riskproreg |
Riskproreg Pfg Relative Risk vs. Return Landscape
If you would invest 940.00 in Riskproreg Pfg 30 on May 12, 2025 and sell it today you would earn a total of 50.00 from holding Riskproreg Pfg 30 or generate 5.32% return on investment over 90 days. Riskproreg Pfg 30 is currently producing 0.0838% returns and takes up 0.5528% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Riskproreg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Riskproreg Pfg Current Valuation
Overvalued
Today
Please note that Riskproreg Pfg's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Riskproreg Pfg 30 holds a recent Real Value of $9.61 per share. The prevailing price of the fund is $9.9. We determine the value of Riskproreg Pfg 30 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 Pfg is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Riskproreg Mutual Fund. However, Riskproreg Pfg'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 9.9 | Real 9.61 | Hype 9.9 | Naive 9.87 |
The intrinsic value of Riskproreg Pfg'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 Pfg'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 Pfg 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 Pfg more accurately as focusing exclusively on Riskproreg Pfg's fundamentals will not take into account other important factors: Riskproreg Pfg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Riskproreg Pfg's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Riskproreg Pfg 30, and traders can use it to determine the average amount a Riskproreg Pfg'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 = 0.1516
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| Cash | PFSMX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.55 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Riskproreg Pfg 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 Riskproreg Pfg by adding it to a well-diversified portfolio.
Riskproreg Pfg Fundamentals Growth
Riskproreg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Riskproreg Pfg, and Riskproreg Pfg 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 Pfg Performance
Evaluating Riskproreg Pfg's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Riskproreg Pfg 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 Pfg 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 and exchange-traded funds managed by Massachusetts Financial Services Company , under normal market circumstances . Riskpro Pfg is traded on NASDAQ Exchange in the United States.Things to note about Riskproreg Pfg 30 performance evaluation
Checking the ongoing alerts about Riskproreg Pfg for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Riskproreg Pfg 30 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 6.2% of its assets in cash |
- Analyzing Riskproreg Pfg'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 Pfg's stock is overvalued or undervalued compared to its peers.
- Examining Riskproreg Pfg'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 Pfg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Riskproreg Pfg's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Riskproreg Pfg's mutual fund. These opinions can provide insight into Riskproreg Pfg's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Riskproreg Mutual Fund
Riskproreg Pfg 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 Pfg security.
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