Preferred Securities Fund Manager Performance
The fund holds a Beta of 0.0, which implies not very significant fluctuations relative to the market. the returns on MARKET and Preferred Securities are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Preferred Securities Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Preferred Securities is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 10.44 | |
| Fifty Two Week High | 10.44 | |
| Annual Report Expense Ratio | 0.83% |
Preferred |
Preferred Securities Relative Risk vs. Return Landscape
If you would invest (100.00) in Preferred Securities Fund on December 25, 2024 and sell it today you would earn a total of 100.00 from holding Preferred Securities Fund or generate -100.0% return on investment over 90 days. Preferred Securities Fund is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Preferred, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Preferred Securities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Preferred Securities' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Preferred Securities Fund, and traders can use it to determine the average amount a Preferred Securities' 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
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Preferred Securities 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 Preferred Securities by adding Preferred Securities to a well-diversified portfolio.
Preferred Securities Fundamentals Growth
Preferred Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Preferred Securities, and Preferred Securities 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 Preferred Mutual Fund performance.
| Total Asset | 5.78 B | |||
Things to note about Preferred Securities performance evaluation
Checking the ongoing alerts about Preferred Securities for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Preferred Securities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Preferred Securities is not yet fully synchronised with the market data | |
| Preferred Securities has some characteristics of a very speculative penny stock | |
| Preferred Securities has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains about 41.88% of its assets in bonds |
- Analyzing Preferred Securities' 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 Preferred Securities' stock is overvalued or undervalued compared to its peers.
- Examining Preferred Securities' 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 Preferred Securities' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Preferred Securities' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Preferred Securities' mutual fund. These opinions can provide insight into Preferred Securities' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Other Consideration for investing in Preferred Mutual Fund
If you are still planning to invest in Preferred Securities check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Preferred Securities' history and understand the potential risks before investing.
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