Pinnacle Sherman Multi Strategy Fund Manager Performance Evaluation

APSHX Fund  USD 13.67  0.19  1.41%   
The fund holds a Beta of 0.95, which implies possible diversification benefits within a given portfolio. Pinnacle Sherman returns are very sensitive to returns on the market. As the market goes up or down, Pinnacle Sherman is expected to follow.

Risk-Adjusted Performance

4 of 100

 
Weak
 
Strong
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Pinnacle Sherman Multi Strategy are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Pinnacle Sherman is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date19th of May 2023
Expense Ratio1.7000
  

Pinnacle Sherman Relative Risk vs. Return Landscape

If you would invest  1,325  in Pinnacle Sherman Multi Strategy on September 23, 2024 and sell it today you would earn a total of  42.00  from holding Pinnacle Sherman Multi Strategy or generate 3.17% return on investment over 90 days. Pinnacle Sherman Multi Strategy is currently producing 0.0518% returns and takes up 0.8787% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Pinnacle, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Pinnacle Sherman is expected to generate 1.1 times more return on investment than the market. However, the company is 1.1 times more volatile than its market benchmark. It trades about 0.06 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.04 per unit of risk.

Pinnacle Sherman Current Valuation

Fairly Valued
Today
13.67
Please note that Pinnacle Sherman's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pinnacle Sherman Multi holds a recent Real Value of $13.71 per share. The prevailing price of the fund is $13.67. We determine the value of Pinnacle Sherman Multi 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 Pinnacle Sherman is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pinnacle Mutual Fund. However, Pinnacle Sherman'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  13.67 Real  13.71 Hype  13.67 Naive  13.34
The intrinsic value of Pinnacle Sherman'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 Pinnacle Sherman'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.
13.71
Real Value
14.59
Upside
Estimating the potential upside or downside of Pinnacle Sherman Multi Strategy helps investors to forecast how Pinnacle 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 Pinnacle Sherman more accurately as focusing exclusively on Pinnacle Sherman's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.5214.1414.76
Details
Hype
Prediction
LowEstimatedHigh
12.7913.6714.55
Details
Naive
Forecast
LowNext ValueHigh
12.4613.3414.22
Details

Pinnacle Sherman Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Pinnacle Sherman's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pinnacle Sherman Multi Strategy, and traders can use it to determine the average amount a Pinnacle Sherman'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 = 0.059

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Estimated Market Risk

 0.88
  actual daily
7
93% 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
4
96% of assets perform better
Based on monthly moving average Pinnacle Sherman is performing at about 4% 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 Pinnacle Sherman by adding it to a well-diversified portfolio.

Pinnacle Sherman Fundamentals Growth

Pinnacle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pinnacle Sherman, and Pinnacle Sherman 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 Pinnacle Mutual Fund performance.

About Pinnacle Sherman Performance

Evaluating Pinnacle Sherman's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pinnacle Sherman 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 Pinnacle Sherman 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 seeks to meet its investment objective by investing, under normal market conditions, in foreign and domestic equity securities of all market capitalizations, fixed income securities of any credit quality, and cash and cash equivalents. The advisor intends to generally invest in a mix of asset classes. It may invest in individual securities or in exchange traded funds , and may invest in emerging markets.

Things to note about Pinnacle Sherman Multi performance evaluation

Checking the ongoing alerts about Pinnacle Sherman for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pinnacle Sherman Multi help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund holds about 50.85% of its assets under management (AUM) in cash
Evaluating Pinnacle Sherman's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pinnacle Sherman's mutual fund performance include:
  • Analyzing Pinnacle Sherman'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 Pinnacle Sherman's stock is overvalued or undervalued compared to its peers.
  • Examining Pinnacle Sherman'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 Pinnacle Sherman's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pinnacle Sherman's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Pinnacle Sherman's mutual fund. These opinions can provide insight into Pinnacle Sherman's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Pinnacle Sherman's mutual fund performance is not an exact science, and many factors can impact Pinnacle Sherman's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Pinnacle Mutual Fund

Pinnacle Sherman financial ratios help investors to determine whether Pinnacle 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 Pinnacle with respect to the benefits of owning Pinnacle Sherman security.
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