Riskproreg 30 Fund Manager Performance Evaluation
| PFSEX Fund | USD 14.22 0.03 0.21% |
The fund holds a Beta of 0.0964, which implies not very significant fluctuations relative to the market. As returns on the market increase, Riskproreg's returns are expected to increase less than the market. However, during the bear market, the loss of holding Riskproreg is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Riskproreg 30 Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Riskproreg 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 Date | 29th of August 2022 | |
| Expense Ratio | 2.3500 |
Riskproreg |
Riskproreg Relative Risk vs. Return Landscape
If you would invest 1,429 in Riskproreg 30 Fund on September 22, 2024 and sell it today you would lose (7.00) from holding Riskproreg 30 Fund or give up 0.49% of portfolio value over 90 days. Riskproreg 30 Fund is currently producing negative expected returns and takes up 0.6885% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Riskproreg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Riskproreg Current Valuation
Fairly Valued
Today
Please note that Riskproreg's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Riskproreg 30 holds a recent Real Value of $14.18 per share. The prevailing price of the fund is $14.22. We determine the value of Riskproreg 30 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 Riskproreg is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Riskproreg Mutual Fund. However, Riskproreg'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 14.22 | Real 14.18 | Hype 14.25 | Naive 13.98 |
The intrinsic value of Riskproreg'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 Riskproreg'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 Riskproreg 30 Fund helps investors to forecast how Riskproreg 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 Riskproreg more accurately as focusing exclusively on Riskproreg's fundamentals will not take into account other important factors: Riskproreg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Riskproreg's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Riskproreg 30 Fund, and traders can use it to determine the average amount a Riskproreg'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 = -0.0077
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PFSEX |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Riskproreg 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 Riskproreg by adding Riskproreg to a well-diversified portfolio.
Riskproreg Fundamentals Growth
Riskproreg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Riskproreg, and Riskproreg 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 Riskproreg Mutual Fund performance.
About Riskproreg Performance
Evaluating Riskproreg's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Riskproreg 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 Riskproreg 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 more than 80 percent of the funds assets in shares of mutual funds or exchange-traded funds advised by J.P. Morgan Investment Management Inc. , under normal market circumstances . The Adviser utilizes RiskPro to manage the funds volatility as a whole, and to assess the impact of the funds investment in JP Morgan underlying funds and other underlying funds.Things to note about Riskproreg 30 performance evaluation
Checking the ongoing alerts about Riskproreg for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Riskproreg 30 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Riskproreg 30 generated a negative expected return over the last 90 days | |
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| The fund maintains 97.9% of its assets in stocks |
- Analyzing Riskproreg'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 Riskproreg's stock is overvalued or undervalued compared to its peers.
- Examining Riskproreg'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 Riskproreg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Riskproreg's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Riskproreg's mutual fund. These opinions can provide insight into Riskproreg's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Riskproreg Mutual Fund
Riskproreg financial ratios help investors to determine whether Riskproreg 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 Riskproreg with respect to the benefits of owning Riskproreg security.
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