Stocksplus Tr Short Fund Manager Performance Evaluation
| PSTIX Fund | USD 6.99 0.01 0.14% |
The entity has a beta of -0.43, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Stocksplus are expected to decrease at a much lower rate. During the bear market, Stocksplus is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Stocksplus Tr Short has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Stocksplus is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7600 |
Stocksplus |
Stocksplus Relative Risk vs. Return Landscape
If you would invest 703.00 in Stocksplus Tr Short on November 20, 2024 and sell it today you would lose (4.00) from holding Stocksplus Tr Short or give up 0.57% of portfolio value over 90 days. Stocksplus Tr Short is currently producing negative expected returns and takes up 0.7754% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Stocksplus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Stocksplus Current Valuation
Overvalued
Today
Please note that Stocksplus' price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Stocksplus Tr Short has a current Real Value of $6.44 per share. The regular price of the fund is $6.99. We determine the value of Stocksplus Tr Short from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Stocksplus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Stocksplus Mutual Fund. However, Stocksplus' 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 6.99 | Real 6.44 | Hype 6.99 | Naive 7.04 |
The intrinsic value of Stocksplus' 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 Stocksplus' 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 Stocksplus Tr Short helps investors to forecast how Stocksplus 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 Stocksplus more accurately as focusing exclusively on Stocksplus' fundamentals will not take into account other important factors: Stocksplus Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stocksplus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Stocksplus Tr Short, and traders can use it to determine the average amount a Stocksplus' 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 = -0.0087
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PSTIX |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Stocksplus 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 Stocksplus by adding Stocksplus to a well-diversified portfolio.
Stocksplus Fundamentals Growth
Stocksplus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Stocksplus, and Stocksplus 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 Stocksplus Mutual Fund performance.
| Total Asset | 136.09 M | ||||
About Stocksplus Performance
Evaluating Stocksplus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Stocksplus 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 Stocksplus 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 investment seeks total return through the implementation of short investment positions on the SP 500 Index. Pimco Stocksplus is traded on NASDAQ Exchange in the United States.Things to note about Stocksplus Tr Short performance evaluation
Checking the ongoing alerts about Stocksplus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Stocksplus Tr Short help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Stocksplus Tr Short generated a negative expected return over the last 90 days | |
| This fund generated-11.0 ten year return of -11.0% | |
| Stocksplus maintains about 50.69% of its assets in cash |
- Analyzing Stocksplus' 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 Stocksplus' stock is overvalued or undervalued compared to its peers.
- Examining Stocksplus' 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 Stocksplus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stocksplus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Stocksplus' mutual fund. These opinions can provide insight into Stocksplus' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Stocksplus Mutual Fund
Stocksplus financial ratios help investors to determine whether Stocksplus 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 Stocksplus with respect to the benefits of owning Stocksplus security.
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