Pfg Janus Henderson Fund Manager Performance Evaluation
| PFJHX Fund | USD 10.19 0.08 0.79% |
The fund holds a Beta of 0.49, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pfg Janus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Pfg Janus is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Pfg Janus Henderson are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Pfg Janus 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 Janus Relative Risk vs. Return Landscape
If you would invest 1,012 in Pfg Janus Henderson on September 22, 2024 and sell it today you would earn a total of 7.00 from holding Pfg Janus Henderson or generate 0.69% return on investment over 90 days. Pfg Janus Henderson is currently producing 0.012% returns and takes up 0.5301% volatility of returns over 90 trading days. Put another way, 4% 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 Janus Current Valuation
Fairly Valued
Today
Please note that Pfg Janus' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pfg Janus Henderson holds a recent Real Value of $10.2 per share. The prevailing price of the fund is $10.19. We determine the value of Pfg Janus Henderson 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 Janus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pfg Mutual Fund. However, Pfg Janus' 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 10.19 | Real 10.2 | Hype 10.19 | Naive 10.02 |
The intrinsic value of Pfg Janus' 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 Janus' 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 Janus Henderson 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 Janus more accurately as focusing exclusively on Pfg Janus' fundamentals will not take into account other important factors: Pfg Janus Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pfg Janus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pfg Janus Henderson, and traders can use it to determine the average amount a Pfg Janus' 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 = 0.0226
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| Negative Returns | PFJHX |
Estimated Market Risk
| 0.53 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Pfg Janus is performing at about 1% of its full potential. 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 Janus by adding it to a well-diversified portfolio.
Pfg Janus Fundamentals Growth
Pfg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pfg Janus, and Pfg Janus 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 | 230.07 M | ||||
About Pfg Janus Performance
Evaluating Pfg Janus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pfg Janus 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 Janus 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 seeks to achieve its investment objective by investing at least 80 percent of its net assets, plus any amounts of borrowing, in shares of mutual funds and ETFs advised by Janus Henderson. Each Janus Henderson underlying fund and Other underlying fund invests in equity andor fixed-income securities, to obtain exposure to the broad equity and fixed income markets.Things to note about Pfg Janus Henderson performance evaluation
Checking the ongoing alerts about Pfg Janus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pfg Janus Henderson help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 5.86% of its assets in cash |
- Analyzing Pfg Janus' 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 Janus' stock is overvalued or undervalued compared to its peers.
- Examining Pfg Janus' 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 Janus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pfg Janus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pfg Janus' mutual fund. These opinions can provide insight into Pfg Janus' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pfg Mutual Fund
Pfg Janus 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 Janus security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |