Pabrai Wagons Institutional Fund Manager Performance Evaluation
| WGNIX Fund | 11.74 0.07 0.60% |
The fund holds a Beta of 0.22, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pabrai Wagons' returns are expected to increase less than the market. However, during the bear market, the loss of holding Pabrai Wagons is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Pabrai Wagons Institutional has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Pabrai Wagons is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | The Unconventional Fund From An Investing Legend Poised To Outperform - Forbes | 11/01/2024 |
Pabrai |
Pabrai Wagons Relative Risk vs. Return Landscape
If you would invest 1,185 in Pabrai Wagons Institutional on October 9, 2024 and sell it today you would lose (18.00) from holding Pabrai Wagons Institutional or give up 1.52% of portfolio value over 90 days. Pabrai Wagons Institutional is currently producing negative expected returns and takes up 1.1354% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Pabrai, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Pabrai Wagons Current Valuation
Fairly Valued
Today
Please note that Pabrai Wagons' price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Pabrai Wagons Instit holds a recent Real Value of USD11.84 per share. The prevailing price of the fund is USD11.74. Our model determines the value of Pabrai Wagons Instit from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Pabrai Wagons is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pabrai Mutual Fund. However, Pabrai Wagons' 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 11.74 | Real 11.84 | Hype 11.67 |
The intrinsic value of Pabrai Wagons' 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 Pabrai Wagons' 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 Pabrai Wagons Institutional helps investors to forecast how Pabrai 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 Pabrai Wagons more accurately as focusing exclusively on Pabrai Wagons' fundamentals will not take into account other important factors: Pabrai Wagons Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pabrai Wagons' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pabrai Wagons Institutional, and traders can use it to determine the average amount a Pabrai Wagons' 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 = -0.0162
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| Negative Returns | WGNIX |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pabrai Wagons 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 Pabrai Wagons by adding Pabrai Wagons to a well-diversified portfolio.
Pabrai Wagons Fundamentals Growth
Pabrai Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pabrai Wagons, and Pabrai Wagons 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 Pabrai Mutual Fund performance.
About Pabrai Wagons Performance
Evaluating Pabrai Wagons' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pabrai Wagons 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 Pabrai Wagons 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.
Under normal circumstances, the fund aims to achieve its investment objective by investing at least 80 percent of the value of its net assets in equity securities. Equity securities that the fund will invest in consists primarily of common stocks of companies of any size market capitalization. The fund is non-diversified.Things to note about Pabrai Wagons Instit performance evaluation
Checking the ongoing alerts about Pabrai Wagons for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pabrai Wagons Instit help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pabrai Wagons Instit generated a negative expected return over the last 90 days | |
| The fund keeps all of the net assets in exotic instruments |
- Analyzing Pabrai Wagons' 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 Pabrai Wagons' stock is overvalued or undervalued compared to its peers.
- Examining Pabrai Wagons' 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 Pabrai Wagons' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pabrai Wagons' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pabrai Wagons' mutual fund. These opinions can provide insight into Pabrai Wagons' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pabrai Mutual Fund
Pabrai Wagons financial ratios help investors to determine whether Pabrai 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 Pabrai with respect to the benefits of owning Pabrai Wagons security.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |