Pace Intermediate Fixed Fund Manager Performance Evaluation
| PIFYX Fund | USD 10.50 0.00 0.00% |
The fund holds a Beta of 0.0696, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pace Intermediate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pace Intermediate is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Pace Intermediate Fixed has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Pace Intermediate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6100 |
Pace |
Pace Intermediate Relative Risk vs. Return Landscape
If you would invest 1,077 in Pace Intermediate Fixed on September 19, 2024 and sell it today you would lose (27.00) from holding Pace Intermediate Fixed or give up 2.51% of portfolio value over 90 days. Pace Intermediate Fixed is currently producing negative expected returns and takes up 0.2439% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Pace, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pace Intermediate Current Valuation
Fairly Valued
Today
Please note that Pace Intermediate's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pace Intermediate Fixed holds a recent Real Value of $10.53 per share. The prevailing price of the fund is $10.5. We determine the value of Pace Intermediate Fixed 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 Pace Intermediate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pace Mutual Fund. However, Pace Intermediate'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 10.5 | Real 10.53 | Hype 10.5 |
The intrinsic value of Pace Intermediate'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 Pace Intermediate'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 Pace Intermediate Fixed helps investors to forecast how Pace 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 Pace Intermediate more accurately as focusing exclusively on Pace Intermediate's fundamentals will not take into account other important factors: Pace Intermediate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pace Intermediate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pace Intermediate Fixed, and traders can use it to determine the average amount a Pace Intermediate'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 = -0.164
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PIFYX |
Estimated Market Risk
| 0.24 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 Pace Intermediate 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 Pace Intermediate by adding Pace Intermediate to a well-diversified portfolio.
Pace Intermediate Fundamentals Growth
Pace Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pace Intermediate, and Pace Intermediate 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 Pace Mutual Fund performance.
| Total Asset | 311.71 M | ||||
About Pace Intermediate Performance
Evaluating Pace Intermediate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pace Intermediate 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 Pace Intermediate 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 invests at least 80 percent of its net assets in fixed income securities. Such investments may include U.S. government and foreign government bonds, municipal fixed income investments, corporate bonds and bank loans. The fund may also invest up to 20 percent of its total assets in bonds that are below investment grade at the time of purchase, non-U.S. dollar denominated securities and fixed income securities of issuers located in emerging markets. It normally limits its overall portfolio duration to within - 50 percent of the duration of the Bloomberg U.S. Aggregate Bond Index.Things to note about Pace Intermediate Fixed performance evaluation
Checking the ongoing alerts about Pace Intermediate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pace Intermediate Fixed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pace Intermediate generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Pace Intermediate Fixed maintains about 10.3% of its assets in cash |
- Analyzing Pace Intermediate'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 Pace Intermediate's stock is overvalued or undervalued compared to its peers.
- Examining Pace Intermediate'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 Pace Intermediate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pace Intermediate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pace Intermediate's mutual fund. These opinions can provide insight into Pace Intermediate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pace Mutual Fund
Pace Intermediate financial ratios help investors to determine whether Pace 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 Pace with respect to the benefits of owning Pace Intermediate security.
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