Pacific Funds E Fund Manager Performance Evaluation

PLIAX Fund  USD 9.70  0.03  0.31%   
The fund holds a Beta of 0.0793, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pacific Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Pacific Funds is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days Pacific Funds E has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Pacific Funds 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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Expense Ratio Date1st of August 2022
Expense Ratio0.8500
  

Pacific Funds Relative Risk vs. Return Landscape

If you would invest  990.00  in Pacific Funds E on September 15, 2024 and sell it today you would lose (20.00) from holding Pacific Funds E or give up 2.02% of portfolio value over 90 days. Pacific Funds E is currently producing negative expected returns and takes up 0.2752% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Pacific, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Pacific Funds is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 2.65 times less risky than the market. the firm trades about -0.11 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 of returns per unit of risk over similar time horizon.

Pacific Funds Current Valuation

Fairly Valued
Today
9.70
Please note that Pacific Funds' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pacific Funds E holds a recent Real Value of $9.71 per share. The prevailing price of the fund is $9.7. We determine the value of Pacific Funds E 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 Pacific Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pacific Mutual Fund. However, Pacific Funds' 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  9.7 Real  9.71 Hype  9.7
The intrinsic value of Pacific Funds' 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 Pacific Funds' 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.
9.71
Real Value
9.99
Upside
Estimating the potential upside or downside of Pacific Funds E helps investors to forecast how Pacific 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 Pacific Funds more accurately as focusing exclusively on Pacific Funds' fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
9.429.709.98
Details

Pacific Funds Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Pacific Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pacific Funds E, and traders can use it to determine the average amount a Pacific Funds' 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 = -0.1145

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Negative ReturnsPLIAX

Estimated Market Risk

 0.28
  actual daily
2
98% of assets are more volatile

Expected Return

 -0.03
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.11
  actual daily
0
Most of other assets perform better
Based on monthly moving average Pacific Funds 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 Pacific Funds by adding Pacific Funds to a well-diversified portfolio.

Pacific Funds Fundamentals Growth

Pacific Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pacific Funds, and Pacific Funds 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 Pacific Mutual Fund performance.
Total Asset101.73 M

About Pacific Funds Performance

Evaluating Pacific Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pacific Funds 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 Pacific Funds 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 principally in income producing debt instruments. It will generally invest at least 60 percent of its assets in investment grade debt instruments, including corporate debt securities, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities. The fund may invest up to 35 percent of its assets in non-investment grade debt instruments and floating rate senior loans.

Things to note about Pacific Funds E performance evaluation

Checking the ongoing alerts about Pacific Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pacific Funds E help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Pacific Funds E generated a negative expected return over the last 90 days
The fund generated three year return of 0.0%
Pacific Funds E maintains about 9.2% of its assets in bonds
Evaluating Pacific Funds' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pacific Funds' mutual fund performance include:
  • Analyzing Pacific Funds' 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 Pacific Funds' stock is overvalued or undervalued compared to its peers.
  • Examining Pacific Funds' 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 Pacific Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pacific Funds' management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Pacific Funds' mutual fund. These opinions can provide insight into Pacific Funds' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Pacific Funds' mutual fund performance is not an exact science, and many factors can impact Pacific Funds' mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Pacific Mutual Fund

Pacific Funds financial ratios help investors to determine whether Pacific 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 Pacific with respect to the benefits of owning Pacific Funds security.
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