Pfg Tactical Income Fund Manager Performance Evaluation
| PFTSX Fund | USD 9.96 0.03 0.30% |
The fund holds a Beta of 0.0864, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pfg Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pfg Tactical is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Pfg Tactical Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Pfg Tactical is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...morePfg |
Pfg Tactical Relative Risk vs. Return Landscape
If you would invest 1,014 in Pfg Tactical Income on September 23, 2024 and sell it today you would lose (18.00) from holding Pfg Tactical Income or give up 1.78% of portfolio value over 90 days. Pfg Tactical Income is currently producing negative expected returns and takes up 0.3563% volatility of returns over 90 trading days. Put another way, 3% 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 Tactical Current Valuation
Fairly Valued
Today
Please note that Pfg Tactical's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pfg Tactical Income holds a recent Real Value of $9.99 per share. The prevailing price of the fund is $9.96. We determine the value of Pfg Tactical Income 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 Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pfg Mutual Fund. However, Pfg Tactical'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 9.96 | Real 9.99 | Hype 9.96 | Naive 9.77 |
The intrinsic value of Pfg Tactical'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 Pfg Tactical'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 Pfg Tactical Income 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 Tactical more accurately as focusing exclusively on Pfg Tactical's fundamentals will not take into account other important factors: Pfg Tactical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pfg Tactical's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pfg Tactical Income, and traders can use it to determine the average amount a Pfg Tactical'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 = -0.0756
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PFTSX |
Estimated Market Risk
| 0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pfg Tactical 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 Pfg Tactical by adding Pfg Tactical to a well-diversified portfolio.
Pfg Tactical Fundamentals Growth
Pfg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pfg Tactical, and Pfg Tactical 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 | 117.02 M | ||||
About Pfg Tactical Performance
Evaluating Pfg Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pfg Tactical 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 Tactical 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 primarily investing in the shares of exchange traded funds and open-end investment companies with each underlying fund investing primarily in, or are otherwise exposed to, domestic and foreign fixed income securities or equity securities that pay dividends. Fixed income securities may be of any maturity or credit rating, including high-yield bonds .Things to note about Pfg Tactical Income performance evaluation
Checking the ongoing alerts about Pfg Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pfg Tactical Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pfg Tactical Income generated a negative expected return over the last 90 days | |
| The fund maintains about 14.41% of its assets in cash |
- Analyzing Pfg Tactical'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 Pfg Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Pfg Tactical'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 Pfg Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pfg Tactical's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pfg Tactical's mutual fund. These opinions can provide insight into Pfg Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pfg Mutual Fund
Pfg Tactical 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 Tactical security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |