Pia Bbb Bond Fund Manager Performance Evaluation
| PBBBX Fund | USD 8.57 0.01 0.12% |
The fund holds a Beta of -0.008, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pia Bbb are expected to decrease at a much lower rate. During the bear market, Pia Bbb is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Pia Bbb Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Pia Bbb is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.1700 |
Pia |
Pia Bbb Relative Risk vs. Return Landscape
If you would invest 858.00 in Pia Bbb Bond on September 4, 2024 and sell it today you would lose (1.00) from holding Pia Bbb Bond or give up 0.12% of portfolio value over 90 days. Pia Bbb Bond is currently producing negative expected returns and takes up 0.3275% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Pia, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pia Bbb Current Valuation
Fairly Valued
Today
Please note that Pia Bbb's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pia Bbb Bond holds a recent Real Value of $8.57 per share. The prevailing price of the fund is $8.57. We determine the value of Pia Bbb Bond 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 Pia Bbb is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pia Mutual Fund. However, Pia Bbb'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 8.57 | Real 8.57 | Hype 8.57 | Naive 8.6 |
The intrinsic value of Pia Bbb'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 Pia Bbb'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 Pia Bbb Bond helps investors to forecast how Pia 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 Pia Bbb more accurately as focusing exclusively on Pia Bbb's fundamentals will not take into account other important factors: Pia Bbb Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pia Bbb's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pia Bbb Bond, and traders can use it to determine the average amount a Pia Bbb'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 = -0.004
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PBBBX |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pia Bbb 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 Pia Bbb by adding Pia Bbb to a well-diversified portfolio.
Pia Bbb Fundamentals Growth
Pia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pia Bbb, and Pia Bbb 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 Pia Mutual Fund performance.
| Total Asset | 283.43 M | ||||
About Pia Bbb Performance
Evaluating Pia Bbb's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pia Bbb 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 Pia Bbb 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 normally invests at least 80 percent of its net assets in bonds rated BBB by Standard Poors, Baa by Moodys or BBB by Fitch. It may invest up to 50 percent of its total assets in securities of foreign issuers denominated in U.S. dollars, including issuers located in emerging markets.Things to note about Pia Bbb Bond performance evaluation
Checking the ongoing alerts about Pia Bbb for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pia Bbb Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pia Bbb Bond generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Pia Bbb Bond maintains about 97.74% of its assets in bonds |
- Analyzing Pia Bbb'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 Pia Bbb's stock is overvalued or undervalued compared to its peers.
- Examining Pia Bbb'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 Pia Bbb's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pia Bbb's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pia Bbb's mutual fund. These opinions can provide insight into Pia Bbb's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pia Mutual Fund
Pia Bbb financial ratios help investors to determine whether Pia 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 Pia with respect to the benefits of owning Pia Bbb security.
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