Pfg American Funds Fund Manager Performance Evaluation
| PFCOX Fund | USD 9.66 0.03 0.31% |
The fund holds a Beta of 0.16, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pfg American's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pfg American is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Pfg American Funds has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Pfg American is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Pfg American Relative Risk vs. Return Landscape
If you would invest 990.00 in Pfg American Funds on September 23, 2024 and sell it today you would lose (24.00) from holding Pfg American Funds or give up 2.42% of portfolio value over 90 days. Pfg American Funds is currently producing negative expected returns and takes up 0.232% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Pfg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pfg American Current Valuation
Fairly Valued
Today
Please note that Pfg American's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pfg American Funds holds a recent Real Value of $9.69 per share. The prevailing price of the fund is $9.66. We determine the value of Pfg American Funds 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 Pfg American is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pfg Mutual Fund. However, Pfg American'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 9.66 | Real 9.69 | Hype 9.66 | Naive 9.54 |
The intrinsic value of Pfg American'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 American'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 American Funds 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 American more accurately as focusing exclusively on Pfg American's fundamentals will not take into account other important factors: Pfg American Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pfg American's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pfg American Funds, and traders can use it to determine the average amount a Pfg American'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 = -0.1615
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| Negative Returns | PFCOX |
Estimated Market Risk
| 0.23 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pfg American is not performing at its full potential. However, 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 American by adding Pfg American to a well-diversified portfolio.
Pfg American Fundamentals Growth
Pfg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pfg American, and Pfg American 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.
| Total Asset | 243.71 M | ||||
About Pfg American Performance
Evaluating Pfg American's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pfg American 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 American 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.
Under normal market circumstances, the fund invests more than half of its assets in American underlying funds or other underlying funds that invest solely in fixed income securities. The fixed income securities generally consist of investment-grade bonds or bonds of intermediate or short maturities. The manager considers bonds to be investment-grade if they are rated Baa3 or higher by Moodys Investors Service or equivalently by another nationally recognized statistical rating organization, at the time of investment.Things to note about Pfg American Funds performance evaluation
Checking the ongoing alerts about Pfg American for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pfg American Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pfg American Funds generated a negative expected return over the last 90 days | |
| The fund maintains about 10.64% of its assets in cash |
- Analyzing Pfg American'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 American's stock is overvalued or undervalued compared to its peers.
- Examining Pfg American'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 American's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pfg American's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pfg American's mutual fund. These opinions can provide insight into Pfg American's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pfg Mutual Fund
Pfg American 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 American security.
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