Power Dividend Index Fund Manager Performance Evaluation
| PWDAX Fund | USD 9.21 0.01 0.11% |
The fund holds a Beta of 0.17, which implies not very significant fluctuations relative to the market. As returns on the market increase, Power Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Power Dividend is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Power Dividend Index has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Power Dividend is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of October 2022 | |
| Expense Ratio | 2.2600 |
Power |
Power Dividend Relative Risk vs. Return Landscape
If you would invest 953.00 in Power Dividend Index on September 22, 2024 and sell it today you would lose (32.00) from holding Power Dividend Index or give up 3.36% of portfolio value over 90 days. Power Dividend Index is currently producing negative expected returns and takes up 0.7792% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Power, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Power Dividend Current Valuation
Fairly Valued
Today
Please note that Power Dividend's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Power Dividend Index holds a recent Real Value of $9.3 per share. The prevailing price of the fund is $9.21. We determine the value of Power Dividend Index 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 Power Dividend is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Power Mutual Fund. However, Power Dividend'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 9.21 | Real 9.3 | Hype 9.21 | Naive 8.98 |
The intrinsic value of Power Dividend'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 Power Dividend'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 Power Dividend Index helps investors to forecast how Power 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 Power Dividend more accurately as focusing exclusively on Power Dividend's fundamentals will not take into account other important factors: Power Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Power Dividend's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Power Dividend Index, and traders can use it to determine the average amount a Power Dividend'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 = -0.0646
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PWDAX |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.05 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 Power Dividend 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 Power Dividend by adding Power Dividend to a well-diversified portfolio.
Power Dividend Fundamentals Growth
Power Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Power Dividend, and Power Dividend 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 Power Mutual Fund performance.
| Price To Earning | 15.94 X | ||||
| Price To Book | 1.97 X | ||||
| Price To Sales | 1.25 X | ||||
| Total Asset | 8.01 M | ||||
About Power Dividend Performance
Evaluating Power Dividend's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Power Dividend 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 Power Dividend 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 funds investment adviser seeks to achieve its investment objectives by seeking to track the FCF Risk Managed Sector Neutral Dividend Index that provides a formulaic methodology for allocating investment between securities of issuers who demonstrate higher free cash flow and dividend yield and short-term treasuries. The methodology of the index is designed to convey the benefits of high free cash flow and dividend yield, sector diversification and equal weighting.Things to note about Power Dividend Index performance evaluation
Checking the ongoing alerts about Power Dividend for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Power Dividend Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Power Dividend Index generated a negative expected return over the last 90 days | |
| The fund maintains 99.09% of its assets in stocks |
- Analyzing Power Dividend'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 Power Dividend's stock is overvalued or undervalued compared to its peers.
- Examining Power Dividend'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 Power Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Power Dividend's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Power Dividend's mutual fund. These opinions can provide insight into Power Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Power Mutual Fund
Power Dividend financial ratios help investors to determine whether Power 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 Power with respect to the benefits of owning Power Dividend security.
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