Prudential Tips Fund Manager Performance Evaluation
| PQTSX Fund | USD 8.25 0.01 0.12% |
The fund holds a Beta of 0.0836, which implies not very significant fluctuations relative to the market. As returns on the market increase, Prudential Tips' returns are expected to increase less than the market. However, during the bear market, the loss of holding Prudential Tips is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Prudential Tips has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Prudential Tips is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3000 |
Prudential |
Prudential Tips Relative Risk vs. Return Landscape
If you would invest 853.00 in Prudential Tips on September 27, 2024 and sell it today you would lose (28.00) from holding Prudential Tips or give up 3.28% of portfolio value over 90 days. Prudential Tips is currently producing negative expected returns and takes up 0.2792% volatility of returns over 90 trading days. Put another way, 2% 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 Tips Current Valuation
Fairly Valued
Today
Please note that Prudential Tips' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Prudential Tips holds a recent Real Value of $8.29 per share. The prevailing price of the fund is $8.25. We determine the value of Prudential Tips 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 Tips is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Prudential Mutual Fund. However, Prudential Tips' 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 8.25 | Real 8.29 | Hype 8.25 | Naive 8.16 |
The intrinsic value of Prudential Tips' 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 Tips' 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 Tips 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 Tips more accurately as focusing exclusively on Prudential Tips' fundamentals will not take into account other important factors: Prudential Tips Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Prudential Tips' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Prudential Tips, and traders can use it to determine the average amount a Prudential Tips' 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 = -0.1883
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PQTSX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Prudential Tips 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 Prudential Tips by adding Prudential Tips to a well-diversified portfolio.
Prudential Tips Fundamentals Growth
Prudential Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential Tips, and Prudential Tips 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 | 82.97 M | ||||
About Prudential Tips Performance
Evaluating Prudential Tips' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential Tips 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 Tips 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, under normal circumstances, at least 80 percent of its investable assets in U.S. Treasury Inflation-Protected Securities . In pursuit of this investment policy, the fund may invest a large percentage of its investable assets in securities held within the underlying index. It may also hold non inflation-indexed securities, although these will normally not exceed 20 percent of the funds total assets. The investments may be public or private securities.Things to note about Prudential Tips performance evaluation
Checking the ongoing alerts about Prudential Tips for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential Tips help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Prudential Tips generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Prudential Tips maintains about 98.87% of its assets in bonds |
- Analyzing Prudential Tips' 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 Tips' stock is overvalued or undervalued compared to its peers.
- Examining Prudential Tips' 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 Tips' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential Tips' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Prudential Tips' mutual fund. These opinions can provide insight into Prudential Tips' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Prudential Mutual Fund
Prudential Tips 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 Tips security.
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