Pioneer Disciplined Growth Fund Manager Performance Evaluation
| INKDX Fund | 20.07 0.09 0.45% |
The fund holds a Beta of 0.9, which implies possible diversification benefits within a given portfolio. Pioneer Disciplined returns are very sensitive to returns on the market. As the market goes up or down, Pioneer Disciplined is expected to follow.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Pioneer Disciplined Growth are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Pioneer Disciplined is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...morePioneer |
Pioneer Disciplined Relative Risk vs. Return Landscape
If you would invest 1,927 in Pioneer Disciplined Growth on September 3, 2024 and sell it today you would earn a total of 80.00 from holding Pioneer Disciplined Growth or generate 4.15% return on investment over 90 days. Pioneer Disciplined Growth is currently producing 0.0687% returns and takes up 1.0136% volatility of returns over 90 trading days. Put another way, 9% 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 Disciplined Current Valuation
Undervalued
Today
Please note that Pioneer Disciplined's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is undervalued. Pioneer Disciplined holds a recent Real Value of USD21.46 per share. The prevailing price of the fund is USD20.07. Our model determines the value of Pioneer Disciplined 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 Pioneer Disciplined is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pioneer Mutual Fund. However, Pioneer Disciplined'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 20.07 | Real 21.46 | Hype 20.07 | Naive 19.59 |
The intrinsic value of Pioneer Disciplined'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 Disciplined'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 Disciplined Growth 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 Disciplined more accurately as focusing exclusively on Pioneer Disciplined's fundamentals will not take into account other important factors: Pioneer Disciplined Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pioneer Disciplined's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pioneer Disciplined Growth, and traders can use it to determine the average amount a Pioneer Disciplined'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 = 0.0678
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | INKDX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.01 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Pioneer Disciplined is performing at about 5% 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 Pioneer Disciplined by adding it to a well-diversified portfolio.
Pioneer Disciplined Fundamentals Growth
Pioneer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pioneer Disciplined, and Pioneer Disciplined 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.
About Pioneer Disciplined Performance
Evaluating Pioneer Disciplined's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pioneer Disciplined 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 Disciplined 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 equity securities of U.S. issuers. Equity securities include common stocks and other equity instruments, such as funds that invest primarily in equity securities, depositary receipts, warrants, rights, equity interests in real estate investment trusts and preferred stocks. It may invest in issuers of any market capitalization. The fund may invest in securities in any industry or market sector. It may invest in fewer than 40 securities. The fund may invest in initial public offerings of equity securities.Things to note about Pioneer Disciplined performance evaluation
Checking the ongoing alerts about Pioneer Disciplined for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pioneer Disciplined help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Pioneer Disciplined'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 Disciplined's stock is overvalued or undervalued compared to its peers.
- Examining Pioneer Disciplined'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 Disciplined's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pioneer Disciplined's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pioneer Disciplined's mutual fund. These opinions can provide insight into Pioneer Disciplined's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pioneer Mutual Fund
Pioneer Disciplined 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 Disciplined security.
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |