Stocksplus Total Financials
| PTOAX Fund | USD 12.56 0.01 0.08% |
Stocksplus |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Stocksplus Total Fund Summary
Stocksplus Total competes with Black Oak, Ashmore Emerging, Pnc Emerging, Barings Emerging, and Shelton Emerging. The fund seeks to exceed the total return of the SP 500 Index by investing under normal circumstances in SP 500 Index derivatives, backed by a portfolio of fixed income instruments. Fixed income instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. The fund will normally limit its foreign currency exposure to 35 percent of its total assets.Specialization | Large Blend, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US72200Q6200 |
| Business Address | PIMCO Investments LLC |
| Mutual Fund Family | PIMCO |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 888 877 4626 |
| Currency | USD - US Dollar |
Stocksplus Total Key Financial Ratios
Stocksplus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Stocksplus Total's current stock value. Our valuation model uses many indicators to compare Stocksplus Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Stocksplus Total competition to find correlations between indicators driving Stocksplus Total's intrinsic value. More Info.Stocksplus Total Return is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Stocksplus Total Return is roughly 7.15 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Stocksplus Total's earnings, one of the primary drivers of an investment's value.Stocksplus Total Return Systematic Risk
Stocksplus Total's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Stocksplus Total volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Stocksplus Total Return correlated with the market. If Beta is less than 0 Stocksplus Total generally moves in the opposite direction as compared to the market. If Stocksplus Total Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Stocksplus Total Return is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Stocksplus Total is generally in the same direction as the market. If Beta > 1 Stocksplus Total moves generally in the same direction as, but more than the movement of the benchmark.
Stocksplus Total December 15, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Stocksplus Total help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Stocksplus Total Return. We use our internally-developed statistical techniques to arrive at the intrinsic value of Stocksplus Total Return based on widely used predictive technical indicators. In general, we focus on analyzing Stocksplus Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Stocksplus Total's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.16 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 7.09 | |||
| Value At Risk | (1.10) | |||
| Potential Upside | 1.01 |
Other Information on Investing in Stocksplus Mutual Fund
Stocksplus Total financial ratios help investors to determine whether Stocksplus 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 Stocksplus with respect to the benefits of owning Stocksplus Total security.
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