Prudential Balanced Fund Manager Performance Evaluation
| PIBQX Fund | USD 19.01 0.10 0.53% |
The fund holds a Beta of 0.48, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Prudential Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Prudential Balanced is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Prudential Balanced are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Prudential Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6500 |
Prudential |
Prudential Balanced Relative Risk vs. Return Landscape
If you would invest 1,828 in Prudential Balanced on September 3, 2024 and sell it today you would earn a total of 73.00 from holding Prudential Balanced or generate 3.99% return on investment over 90 days. Prudential Balanced is currently producing 0.0621% returns and takes up 0.4364% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Prudential, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Prudential Balanced Current Valuation
Fairly Valued
Today
Please note that Prudential Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Prudential Balanced holds a recent Real Value of $18.89 per share. The prevailing price of the fund is $19.01. We determine the value of Prudential Balanced 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 Prudential Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Prudential Mutual Fund. However, Prudential Balanced'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 19.01 | Real 18.89 | Hype 19.01 | Naive 19.05 |
The intrinsic value of Prudential Balanced'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 Prudential Balanced'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 Prudential Balanced helps investors to forecast how Prudential 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 Prudential Balanced more accurately as focusing exclusively on Prudential Balanced's fundamentals will not take into account other important factors: Prudential Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Prudential Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Prudential Balanced, and traders can use it to determine the average amount a Prudential Balanced'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 = 0.1424
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| Cash | PIBQX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.44 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Prudential Balanced is performing at about 11% 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 Prudential Balanced by adding it to a well-diversified portfolio.
Prudential Balanced Fundamentals Growth
Prudential Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential Balanced, and Prudential Balanced 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 Prudential Mutual Fund performance.
| Total Asset | 954.95 M | |||
About Prudential Balanced Performance
Evaluating Prudential Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential Balanced 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 Prudential Balanced 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 a portfolio of equity, fixed-income and money market securities that is actively managed to capitalize on opportunities created by perceived misvaluation. It will invest 45 percent to 70 percent of its total assets in equity and equity-related securities. Under normal circumstances, 30 percent to 55 percent of the funds total assets are invested in fixed income securities. It may invest up to 15 percent of its total assets in equity and equity-related securities of small companies.Things to note about Prudential Balanced performance evaluation
Checking the ongoing alerts about Prudential Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential Balanced 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 5.73% of its assets in bonds |
- Analyzing Prudential Balanced'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 Prudential Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Prudential Balanced'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 Prudential Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Prudential Balanced's mutual fund. These opinions can provide insight into Prudential Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Prudential Mutual Fund
Prudential Balanced financial ratios help investors to determine whether Prudential 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 Prudential with respect to the benefits of owning Prudential Balanced security.
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