Pharmaceuticals Ultrasector Profund Fund Manager Performance Evaluation
| PHPSX Fund | USD 22.87 0.38 1.69% |
The fund holds a Beta of 1.3, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Pharmaceuticals Ultrasector will likely underperform.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Pharmaceuticals Ultrasector Profund are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Pharmaceuticals Ultrasector may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 2.7800 |
Pharmaceuticals |
Pharmaceuticals Ultrasector Relative Risk vs. Return Landscape
If you would invest 2,137 in Pharmaceuticals Ultrasector Profund on September 2, 2024 and sell it today you would earn a total of 150.00 from holding Pharmaceuticals Ultrasector Profund or generate 7.02% return on investment over 90 days. Pharmaceuticals Ultrasector Profund is currently producing 0.1184% returns and takes up 1.5828% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Pharmaceuticals, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pharmaceuticals Ultrasector Current Valuation
Fairly Valued
Today
Please note that Pharmaceuticals Ultrasector's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pharmaceuticals Ultrasector holds a recent Real Value of $23.1 per share. The prevailing price of the fund is $22.87. We determine the value of Pharmaceuticals Ultrasector 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 Pharmaceuticals Ultrasector is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pharmaceuticals Mutual Fund. However, Pharmaceuticals Ultrasector'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 22.87 | Real 23.1 | Hype 25.07 | Naive 23.34 |
The intrinsic value of Pharmaceuticals Ultrasector'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 Pharmaceuticals Ultrasector'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 Pharmaceuticals Ultrasector Profund helps investors to forecast how Pharmaceuticals 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 Pharmaceuticals Ultrasector more accurately as focusing exclusively on Pharmaceuticals Ultrasector's fundamentals will not take into account other important factors: Pharmaceuticals Ultrasector Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pharmaceuticals Ultrasector's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pharmaceuticals Ultrasector Profund, and traders can use it to determine the average amount a Pharmaceuticals Ultrasector'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 = 0.0748
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | PHPSX | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.58 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Pharmaceuticals Ultrasector is performing at about 5% 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 Pharmaceuticals Ultrasector by adding it to a well-diversified portfolio.
Pharmaceuticals Ultrasector Fundamentals Growth
Pharmaceuticals Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pharmaceuticals Ultrasector, and Pharmaceuticals Ultrasector 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 Pharmaceuticals Mutual Fund performance.
| Price To Earning | 5.75 X | ||||
| Price To Book | 2.77 X | ||||
| Price To Sales | 4.71 X | ||||
| Total Asset | 3.94 M | ||||
About Pharmaceuticals Ultrasector Performance
Evaluating Pharmaceuticals Ultrasector's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pharmaceuticals Ultrasector 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 Pharmaceuticals Ultrasector 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 invests in financial instruments that the fund Advisors believes, in combination, should produce daily returns consistent with the Daily Target. The index represents the pharmaceuticals segment of the SP Total Market Index, which comprises the following sub-industry pharmaceuticals. The fund is non-diversified.Things to note about Pharmaceuticals Ultrasector performance evaluation
Checking the ongoing alerts about Pharmaceuticals Ultrasector for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pharmaceuticals Ultrasector help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -2.0% | |
| Pharmaceuticals Ultrasector maintains about 26.08% of its assets in cash |
- Analyzing Pharmaceuticals Ultrasector'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 Pharmaceuticals Ultrasector's stock is overvalued or undervalued compared to its peers.
- Examining Pharmaceuticals Ultrasector'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 Pharmaceuticals Ultrasector's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pharmaceuticals Ultrasector's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pharmaceuticals Ultrasector's mutual fund. These opinions can provide insight into Pharmaceuticals Ultrasector's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pharmaceuticals Mutual Fund
Pharmaceuticals Ultrasector financial ratios help investors to determine whether Pharmaceuticals 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 Pharmaceuticals with respect to the benefits of owning Pharmaceuticals Ultrasector security.
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |