Pioneer Diversified High Fund Manager Performance Evaluation
| XHNWX Fund | USD 12.62 0.02 0.16% |
The fund holds a Beta of 0.0795, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pioneer Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pioneer Diversified is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Pioneer Diversified High has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Pioneer Diversified is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.0600 |
Pioneer |
Pioneer Diversified Relative Risk vs. Return Landscape
If you would invest 1,265 in Pioneer Diversified High on December 26, 2024 and sell it today you would lose (3.00) from holding Pioneer Diversified High or give up 0.24% of portfolio value over 90 days. Pioneer Diversified High is currently producing negative expected returns and takes up 0.2157% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Pioneer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pioneer Diversified Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pioneer Diversified's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pioneer Diversified High, and traders can use it to determine the average amount a Pioneer Diversified'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 = -0.0173
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XHNWX |
Estimated Market Risk
| 0.22 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 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 Pioneer Diversified 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 Pioneer Diversified by adding Pioneer Diversified to a well-diversified portfolio.
About Pioneer Diversified Performance
Evaluating Pioneer Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pioneer Diversified 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 Pioneer Diversified 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.
Things to note about Pioneer Diversified High performance evaluation
Checking the ongoing alerts about Pioneer Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pioneer Diversified High help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pioneer Diversified generated a negative expected return over the last 90 days |
- Analyzing Pioneer Diversified'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 Pioneer Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Pioneer Diversified'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 Pioneer Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pioneer Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pioneer Diversified's mutual fund. These opinions can provide insight into Pioneer Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pioneer Mutual Fund
Pioneer Diversified financial ratios help investors to determine whether Pioneer 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 Pioneer with respect to the benefits of owning Pioneer Diversified security.
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