Pioneer Flexible Opportunities Fund Manager Performance Evaluation
| FLEKX Fund | USD 12.34 0.21 1.67% |
The fund holds a Beta of 0.0664, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pioneer Flexible's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pioneer Flexible is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Pioneer Flexible Opportunities has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward-looking signals, Pioneer Flexible is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9200 |
Pioneer |
Pioneer Flexible Relative Risk vs. Return Landscape
If you would invest 1,252 in Pioneer Flexible Opportunities on September 20, 2024 and sell it today you would lose (18.00) from holding Pioneer Flexible Opportunities or give up 1.44% of portfolio value over 90 days. Pioneer Flexible Opportunities is currently producing negative expected returns and takes up 0.4863% volatility of returns over 90 trading days. Put another way, 4% 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 Flexible Current Valuation
Fairly Valued
Today
Please note that Pioneer Flexible's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pioneer Flexible Opp holds a recent Real Value of $12.42 per share. The prevailing price of the fund is $12.34. We determine the value of Pioneer Flexible Opp 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 Pioneer Flexible is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pioneer Mutual Fund. However, Pioneer Flexible'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 12.34 | Real 12.42 | Hype 12.34 |
The intrinsic value of Pioneer Flexible'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 Pioneer Flexible'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 Pioneer Flexible Opportunities helps investors to forecast how Pioneer 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 Pioneer Flexible more accurately as focusing exclusively on Pioneer Flexible's fundamentals will not take into account other important factors: Pioneer Flexible Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pioneer Flexible's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pioneer Flexible Opportunities, and traders can use it to determine the average amount a Pioneer Flexible'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 = -0.0449
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FLEKX |
Estimated Market Risk
| 0.49 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 | 0 Most of other assets perform better |
Based on monthly moving average Pioneer Flexible 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 Flexible by adding Pioneer Flexible to a well-diversified portfolio.
Pioneer Flexible Fundamentals Growth
Pioneer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pioneer Flexible, and Pioneer Flexible 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 Pioneer Mutual Fund performance.
| Total Asset | 384.4 M | ||||
About Pioneer Flexible Performance
Evaluating Pioneer Flexible's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pioneer Flexible 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 Flexible 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 invests at least 80 percent of its net assets in equity securities and equity-related investments. Equity securities and equity-related investments include common and preferred stocks, depositary receipts, warrants, rights, equity-linked notes , master limited partnerships, equity interests in real estate trusts and other equity interests, such as securities of other investment companies that invest primarily in equity securities.Things to note about Pioneer Flexible Opp performance evaluation
Checking the ongoing alerts about Pioneer Flexible for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pioneer Flexible Opp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pioneer Flexible Opp generated a negative expected return over the last 90 days | |
| The fund retains about 17.56% of its assets under management (AUM) in cash |
- Analyzing Pioneer Flexible'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 Flexible's stock is overvalued or undervalued compared to its peers.
- Examining Pioneer Flexible'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 Flexible's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pioneer Flexible's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pioneer Flexible's mutual fund. These opinions can provide insight into Pioneer Flexible's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pioneer Mutual Fund
Pioneer Flexible 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 Flexible security.
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