Pace Large Value Fund Manager Performance Evaluation
| PLVYX Fund | USD 22.92 0.00 0.00% |
The fund holds a Beta of 0.0968, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pace Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pace Large is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Pace Large Value are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pace Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8700 |
Pace |
Pace Large Relative Risk vs. Return Landscape
If you would invest 2,259 in Pace Large Value on September 29, 2024 and sell it today you would earn a total of 33.00 from holding Pace Large Value or generate 1.46% return on investment over 90 days. Pace Large Value is currently producing 0.0245% returns and takes up 0.548% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Pace, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pace Large Current Valuation
Fairly Valued
Today
Please note that Pace Large's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pace Large Value holds a recent Real Value of $22.91 per share. The prevailing price of the fund is $22.92. We determine the value of Pace Large 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 Pace Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pace Mutual Fund. However, Pace Large'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 22.92 | Real 22.91 | Hype 22.92 |
The intrinsic value of Pace Large'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 Pace Large'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 Pace Large Value helps investors to forecast how Pace 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 Pace Large more accurately as focusing exclusively on Pace Large's fundamentals will not take into account other important factors: Pace Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pace Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pace Large Value, and traders can use it to determine the average amount a Pace Large'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 = 0.0447
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PLVYX |
Estimated Market Risk
| 0.55 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Pace Large is performing at about 3% of its full potential. 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 Pace Large by adding it to a well-diversified portfolio.
Pace Large Fundamentals Growth
Pace Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pace Large, and Pace Large 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 Pace Mutual Fund performance.
| Price To Earning | 15.53 X | ||||
| Price To Book | 1.73 X | ||||
| Price To Sales | 1.22 X | ||||
| Total Asset | 826.67 M | ||||
About Pace Large Performance
Evaluating Pace Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pace Large 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 Pace Large 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 stocks of U.S. companies that are believed to be undervalued. Under normal circumstances, it invests at least 80 percent of its net assets in equity securities issued by large capitalization companies. The fund may invest up to 20 percent of its total assets in non-U.S. securities, which may trade either within or outside the U.S.Things to note about Pace Large Value performance evaluation
Checking the ongoing alerts about Pace Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pace Large Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pace Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pace Large's mutual fund performance include:- Analyzing Pace Large'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 Pace Large's stock is overvalued or undervalued compared to its peers.
- Examining Pace Large'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 Pace Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pace Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pace Large's mutual fund. These opinions can provide insight into Pace Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pace Mutual Fund
Pace Large financial ratios help investors to determine whether Pace 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 Pace with respect to the benefits of owning Pace Large security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |