Polaris Global Value Fund Manager Performance Evaluation
| PGVFX Fund | USD 35.53 0.08 0.22% |
The fund holds a Beta of 0.63, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Polaris Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Polaris Global is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Polaris Global Value are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Polaris Global may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more1 | Federated Hermes to drop Polaris as subadvisor on 924m equity fund - Citywire | 05/16/2025 |
| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.9900 |
Polaris |
Polaris Global Relative Risk vs. Return Landscape
If you would invest 3,181 in Polaris Global Value on April 28, 2025 and sell it today you would earn a total of 372.00 from holding Polaris Global Value or generate 11.69% return on investment over 90 days. Polaris Global Value is currently producing 0.1776% returns and takes up 0.62% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Polaris, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Polaris Global Current Valuation
Undervalued
Today
Please note that Polaris Global's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Polaris Global Value holds a recent Real Value of $38.05 per share. The prevailing price of the fund is $35.53. We determine the value of Polaris Global Value 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 Polaris Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polaris Mutual Fund. However, Polaris 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 35.53 | Real 38.05 | Hype 35.56 | Naive 35.27 |
The intrinsic value of Polaris 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 Polaris 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 Polaris Global Value helps investors to forecast how Polaris 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 Polaris Global more accurately as focusing exclusively on Polaris Global's fundamentals will not take into account other important factors: Polaris Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polaris Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Polaris Global Value, and traders can use it to determine the average amount a Polaris 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 = 0.2864
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PGVFX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.29 actual daily | 22 78% of assets perform better |
Based on monthly moving average Polaris Global is performing at about 22% 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 Polaris Global by adding it to a well-diversified portfolio.
Polaris Global Fundamentals Growth
Polaris Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Polaris Global, and Polaris 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 Polaris Mutual Fund performance.
| Price To Earning | 14.32 X | ||||
| Price To Book | 1.56 X | ||||
| Price To Sales | 0.99 X | ||||
About Polaris Global Performance
Evaluating Polaris Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Polaris 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 Polaris 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.
Using a value-oriented approach, the fund invests primarily in the common stock of companies of any size, both domestic and international, including emerging, developing or frontier markets. The Adviser generally views emerging or developing markets as those that are not included in the MSCI World Index. The fund may also invest in publicly traded master limited partnerships .Things to note about Polaris Global Value performance evaluation
Checking the ongoing alerts about Polaris Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Polaris Global Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Polaris Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Polaris Global's mutual fund performance include:- Analyzing Polaris 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 Polaris Global's stock is overvalued or undervalued compared to its peers.
- Examining Polaris 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 Polaris Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polaris Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Polaris Global's mutual fund. These opinions can provide insight into Polaris Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Polaris Mutual Fund
Polaris Global financial ratios help investors to determine whether Polaris 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 Polaris with respect to the benefits of owning Polaris Global security.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets |