Plan Investment Fund Manager Performance Evaluation
| PIMXX Fund | USD 1.00 0.00 0.00% |
The fund holds a Beta of 0.0, which implies not very significant fluctuations relative to the market. the returns on MARKET and Plan Investment are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Plan Investment has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Plan Investment is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...morePlan |
Plan Investment Relative Risk vs. Return Landscape
If you would invest 100.00 in Plan Investment on December 14, 2024 and sell it today you would earn a total of 0.00 from holding Plan Investment or generate 0.0% return on investment over 90 days. Plan Investment is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded money market funds are less volatile than Plan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Plan Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Plan Investment's investment risk. Standard deviation is the most common way to measure market volatility of money market funds, such as Plan Investment, and traders can use it to determine the average amount a Plan Investment'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 = 0.0
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| PIMXX |
Based on monthly moving average Plan Investment 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 Plan Investment by adding Plan Investment to a well-diversified portfolio.
Plan Investment Fundamentals Growth
Plan Money Market Fund prices reflect investors' perceptions of the future prospects and financial health of Plan Investment, and Plan Investment 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 Plan Money Market Fund performance.
About Plan Investment Performance
Evaluating Plan Investment's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Plan Investment 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 Plan Investment 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.
Plan Investment is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Plan Investment performance evaluation
Checking the ongoing alerts about Plan Investment for important developments is a great way to find new opportunities for your next move. Money Market Fund alerts and notifications screener for Plan Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Plan Investment generated a negative expected return over the last 90 days | |
| Plan Investment has some characteristics of a very speculative penny stock | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Plan Investment'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 Plan Investment's stock is overvalued or undervalued compared to its peers.
- Examining Plan Investment'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 Plan Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Plan Investment's management team can help you assess the Money Market Fund's leadership.
- Pay attention to analyst opinions and ratings of Plan Investment's money market fund. These opinions can provide insight into Plan Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Plan Money Market Fund
Plan Investment financial ratios help investors to determine whether Plan Money Market 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 Plan with respect to the benefits of owning Plan Investment security.
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