Paradigm Value Fund Manager Performance Evaluation
| PVFAX Fund | USD 50.03 0.37 0.73% |
The fund holds a Beta of 1.16, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Paradigm Value will likely underperform.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Paradigm Value Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 1st of May 2023 |
Paradigm |
Paradigm Value Relative Risk vs. Return Landscape
If you would invest 6,320 in Paradigm Value Fund on December 23, 2024 and sell it today you would lose (1,317) from holding Paradigm Value Fund or give up 20.84% of portfolio value over 90 days. Paradigm Value Fund is currently producing negative expected returns and takes up 2.0461% volatility of returns over 90 trading days. Put another way, 18% of traded mutual funds are less volatile than Paradigm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Paradigm Value Current Valuation
Undervalued
Today
Please note that Paradigm Value's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Paradigm Value holds a recent Real Value of $51.61 per share. The prevailing price of the fund is $50.03. We determine the value of Paradigm Value 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 Paradigm Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Paradigm Mutual Fund. However, Paradigm Value'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 50.03 | Real 51.61 | Hype 50.03 | Naive 49.99 |
The intrinsic value of Paradigm Value'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 Paradigm Value'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 Paradigm Value Fund helps investors to forecast how Paradigm 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 Paradigm Value more accurately as focusing exclusively on Paradigm Value's fundamentals will not take into account other important factors: Paradigm Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Paradigm Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Paradigm Value Fund, and traders can use it to determine the average amount a Paradigm Value'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 = -0.1762
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PVFAX |
Estimated Market Risk
| 2.05 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.36 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Paradigm Value 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 Paradigm Value by adding Paradigm Value to a well-diversified portfolio.
Paradigm Value Fundamentals Growth
Paradigm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Paradigm Value, and Paradigm Value 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 Paradigm Mutual Fund performance.
| Price To Earning | 16.82 X | ||||
| Price To Book | 1.76 X | ||||
| Price To Sales | 0.79 X | ||||
About Paradigm Value Performance
Evaluating Paradigm Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Paradigm Value 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 Paradigm Value 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 primarily in the common stocks of small capitalization companies that the Advisor believes have the potential for capital appreciation. It primarily invests in companies that exhibit attractive valuations on several metrics, such as price to earnings, price to cash flow, price to book and price to revenue. The fund may be overweight in certain sectors at various times. Securities are sold when they have realized their anticipated value or if new investment opportunities with higher expected returns are acquired.Things to note about Paradigm Value performance evaluation
Checking the ongoing alerts about Paradigm Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Paradigm Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Paradigm Value generated a negative expected return over the last 90 days | |
| The fund maintains about 5.91% of its assets in cash |
- Analyzing Paradigm Value'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 Paradigm Value's stock is overvalued or undervalued compared to its peers.
- Examining Paradigm Value'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 Paradigm Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Paradigm Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Paradigm Value's mutual fund. These opinions can provide insight into Paradigm Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Paradigm Mutual Fund
Paradigm Value financial ratios help investors to determine whether Paradigm 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 Paradigm with respect to the benefits of owning Paradigm Value security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |