Persimmon Longshort Fund Manager Performance Evaluation
| LSEIX Fund | USD 16.00 0.09 0.57% |
The fund holds a Beta of -0.0115, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Persimmon Longshort are expected to decrease at a much lower rate. During the bear market, Persimmon Longshort is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Persimmon Longshort Fund are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Persimmon Longshort is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.1000 |
Persimmon |
Persimmon Longshort Relative Risk vs. Return Landscape
If you would invest 1,511 in Persimmon Longshort Fund on September 12, 2024 and sell it today you would earn a total of 85.00 from holding Persimmon Longshort Fund or generate 5.63% return on investment over 90 days. Persimmon Longshort Fund is currently producing 0.0885% returns and takes up 0.5747% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Persimmon, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Persimmon Longshort Current Valuation
Undervalued
Today
Please note that Persimmon Longshort's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Persimmon Longshort holds a recent Real Value of $17.3 per share. The prevailing price of the fund is $16.0. We determine the value of Persimmon Longshort 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 Persimmon Longshort is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Persimmon Mutual Fund. However, Persimmon Longshort'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 16.0 | Real 17.3 | Hype 15.96 | Naive 15.96 |
The intrinsic value of Persimmon Longshort'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 Persimmon Longshort'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 Persimmon Longshort Fund helps investors to forecast how Persimmon 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 Persimmon Longshort more accurately as focusing exclusively on Persimmon Longshort's fundamentals will not take into account other important factors: Persimmon Longshort Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Persimmon Longshort's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Persimmon Longshort Fund, and traders can use it to determine the average amount a Persimmon Longshort'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 = 0.1541
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| Cash | LSEIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Persimmon Longshort is performing at about 12% 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 Persimmon Longshort by adding it to a well-diversified portfolio.
Persimmon Longshort Fundamentals Growth
Persimmon Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Persimmon Longshort, and Persimmon Longshort 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 Persimmon Mutual Fund performance.
| Price To Earning | 23.35 X | ||||
| Price To Book | 2.72 X | ||||
| Price To Sales | 1.43 X | ||||
| Total Asset | 44.14 M | ||||
About Persimmon Longshort Performance
Evaluating Persimmon Longshort's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Persimmon Longshort 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 Persimmon Longshort 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.
In pursuing its investment objective, the Adviser utilizes three strategies selecting individual equity securities, hedging that seeks to mitigate the downside risk of equities during unfavorable markets, and seeking to minimize shareholders tax liability in connection with the funds distribution of realized capital gains. Persimmon LongShort is traded on NASDAQ Exchange in the United States.Things to note about Persimmon Longshort performance evaluation
Checking the ongoing alerts about Persimmon Longshort for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Persimmon Longshort help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 6.4% of its assets in cash |
- Analyzing Persimmon Longshort'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 Persimmon Longshort's stock is overvalued or undervalued compared to its peers.
- Examining Persimmon Longshort'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 Persimmon Longshort's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Persimmon Longshort's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Persimmon Longshort's mutual fund. These opinions can provide insight into Persimmon Longshort's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Persimmon Mutual Fund
Persimmon Longshort financial ratios help investors to determine whether Persimmon 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 Persimmon with respect to the benefits of owning Persimmon Longshort security.
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