Phn Multi Style All Cap Fund Manager Performance Evaluation
| 0P0000OXA6 | CAD 25.09 0.31 1.25% |
The fund holds a Beta of 0.053, which implies not very significant fluctuations relative to the market. As returns on the market increase, PHN Multi's returns are expected to increase less than the market. However, during the bear market, the loss of holding PHN Multi is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days PHN Multi Style All Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of very healthy basic indicators, PHN Multi is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 13.59 | |
| Fifty Two Week High | 19.55 | |
| Annual Report Expense Ratio | 1.86% |
PHN |
PHN Multi Relative Risk vs. Return Landscape
If you would invest 2,585 in PHN Multi Style All Cap on December 28, 2024 and sell it today you would lose (76.00) from holding PHN Multi Style All Cap or give up 2.94% of portfolio value over 90 days. PHN Multi Style All Cap is generating negative expected returns and assumes 0.9621% volatility on return distribution over the 90 days horizon. Simply put, 8% of funds are less volatile than PHN, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
PHN Multi Current Valuation
Fairly Valued
Today
Please note that PHN Multi's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. PHN Multi Style holds a recent Real Value of C$25.22 per share. The prevailing price of the fund is C$25.09. We determine the value of PHN Multi Style from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support obtaining undervalued funds and abandoning overvalued funds since, at some point future time, fund prices and their ongoing real values will merge together.
Since PHN Multi is currently traded on the exchange, buyers and sellers on that exchange determine the market value of PHN Fund. However, PHN Multi'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 25.09 | Real 25.22 | Hype 25.09 | Naive 25.4 |
The intrinsic value of PHN Multi'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 PHN Multi'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 PHN Multi Style All Cap helps investors to forecast how PHN 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 PHN Multi more accurately as focusing exclusively on PHN Multi's fundamentals will not take into account other important factors: PHN Multi Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PHN Multi's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as PHN Multi Style All Cap, and traders can use it to determine the average amount a PHN Multi'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 = -0.0469
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0000OXA6 |
Estimated Market Risk
| 0.96 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average PHN Multi 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 PHN Multi by adding PHN Multi to a well-diversified portfolio.
PHN Multi Fundamentals Growth
PHN Fund prices reflect investors' perceptions of the future prospects and financial health of PHN Multi, and PHN Multi 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 PHN Fund performance.
| Total Asset | 5.64 B | |||
About PHN Multi Performance
By examining PHN Multi's fundamental ratios, stakeholders can obtain critical insights into PHN Multi's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that PHN Multi is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fundamental investment objective of the Fund is to provide long-term capital growth primarily through exposure to a well-diversified portfolio of U.S. equity securities. Phillips Hager is traded on Toronto Stock Exchange in Canada.Things to note about PHN Multi Style performance evaluation
Checking the ongoing alerts about PHN Multi for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for PHN Multi Style help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| PHN Multi Style generated a negative expected return over the last 90 days | |
| The fund holds 98.42% of its total net assets in equities |
- Analyzing PHN Multi'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 PHN Multi's stock is overvalued or undervalued compared to its peers.
- Examining PHN Multi'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 PHN Multi's management team can have a significant impact on its success or failure. Reviewing the track record and experience of PHN Multi's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of PHN Multi's fund. These opinions can provide insight into PHN Multi's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in PHN Fund
PHN Multi financial ratios help investors to determine whether PHN 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 PHN with respect to the benefits of owning PHN Multi security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |