Stocksplus Fund Institutional Fund Manager Performance Evaluation
| PSTKX Fund | USD 12.38 0.15 1.20% |
The entity has a beta of 0.99, which indicates possible diversification benefits within a given portfolio. Stocksplus Fund returns are very sensitive to returns on the market. As the market goes up or down, Stocksplus Fund is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Stocksplus Fund Institutional has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward-looking signals, Stocksplus Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreStocksplus |
Stocksplus Fund Relative Risk vs. Return Landscape
If you would invest 1,289 in Stocksplus Fund Institutional on December 27, 2024 and sell it today you would lose (51.00) from holding Stocksplus Fund Institutional or give up 3.96% of portfolio value over 90 days. Stocksplus Fund Institutional is currently producing negative expected returns and takes up 1.0038% volatility of returns over 90 trading days. Put another way, 8% 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 Fund Current Valuation
Overvalued
Today
Please note that Stocksplus Fund's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Stocksplus Fund Inst has a current Real Value of $11.38 per share. The regular price of the fund is $12.38. We determine the value of Stocksplus Fund Inst 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 Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Stocksplus Mutual Fund. However, Stocksplus Fund'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 12.38 | Real 11.38 | Hype 12.38 | Naive 12.74 |
The intrinsic value of Stocksplus Fund'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 Stocksplus Fund'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 Stocksplus Fund Institutional 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 Fund more accurately as focusing exclusively on Stocksplus Fund's fundamentals will not take into account other important factors: Stocksplus Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stocksplus Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Stocksplus Fund Institutional, and traders can use it to determine the average amount a Stocksplus Fund'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 = -0.0621
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PSTKX |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Stocksplus Fund 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 Fund by adding Stocksplus Fund to a well-diversified portfolio.
Stocksplus Fund Fundamentals Growth
Stocksplus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Stocksplus Fund, and Stocksplus Fund 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.
| Price To Earning | 19.08 X | ||||
| Price To Book | 2.67 X | ||||
| Price To Sales | 1.87 X | ||||
| Total Asset | 2.03 B | ||||
About Stocksplus Fund Performance
Evaluating Stocksplus Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Stocksplus Fund 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 Fund 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 seeks to exceed the total return of the SP 500 Index by investing under normal circumstances in SP 500 Index derivatives, backed by a portfolio of fixed income instruments. Fixed income instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest up to 30 percent of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.Things to note about Stocksplus Fund Inst performance evaluation
Checking the ongoing alerts about Stocksplus Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Stocksplus Fund Inst help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Stocksplus Fund Inst generated a negative expected return over the last 90 days | |
| The fund maintains about 13.41% of its assets in bonds |
- Analyzing Stocksplus Fund'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 Stocksplus Fund's stock is overvalued or undervalued compared to its peers.
- Examining Stocksplus Fund'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 Stocksplus Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stocksplus Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Stocksplus Fund's mutual fund. These opinions can provide insight into Stocksplus Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Stocksplus Mutual Fund
Stocksplus Fund 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 Fund security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |