Pioneer Core Equity Fund Manager Performance Evaluation
| PCEKX Fund | USD 22.85 0.25 1.11% |
The fund holds a Beta of 0.79, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pioneer Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pioneer Core is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Pioneer Core Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward-looking signals, Pioneer Core is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5800 |
Pioneer |
Pioneer Core Relative Risk vs. Return Landscape
If you would invest 2,325 in Pioneer Core Equity on September 24, 2024 and sell it today you would lose (40.00) from holding Pioneer Core Equity or give up 1.72% of portfolio value over 90 days. Pioneer Core Equity is currently producing negative expected returns and takes up 0.9248% volatility of returns over 90 trading days. Put another way, 8% 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 Core Current Valuation
Fairly Valued
Today
Please note that Pioneer Core's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pioneer Core Equity holds a recent Real Value of $23.01 per share. The prevailing price of the fund is $22.85. We determine the value of Pioneer Core Equity 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 Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pioneer Mutual Fund. However, Pioneer Core'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 22.85 | Real 23.01 | Hype 22.85 |
The intrinsic value of Pioneer Core'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 Core'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 Core Equity 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 Core more accurately as focusing exclusively on Pioneer Core's fundamentals will not take into account other important factors: Pioneer Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pioneer Core's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pioneer Core Equity, and traders can use it to determine the average amount a Pioneer Core'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 = -0.0247
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PCEKX |
Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pioneer Core 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 Core by adding Pioneer Core to a well-diversified portfolio.
Pioneer Core Fundamentals Growth
Pioneer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pioneer Core, and Pioneer Core 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 | 2.1 B | ||||
About Pioneer Core Performance
Evaluating Pioneer Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pioneer Core 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 Core 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.
Normally, the fund invests at least 80 percent of its net assets in equity securities, primarily of U.S. issuers. It may invest in initial public offerings of equity securities. The fund may invest up to 20 percent of its total assets in securities of non-U.S. issuers, including up to 5 percent of its total assets in the securities of emerging markets issuers.Things to note about Pioneer Core Equity performance evaluation
Checking the ongoing alerts about Pioneer Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pioneer Core Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pioneer Core Equity generated a negative expected return over the last 90 days | |
| The fund maintains 99.64% of its assets in stocks |
- Analyzing Pioneer Core'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 Core's stock is overvalued or undervalued compared to its peers.
- Examining Pioneer Core'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 Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pioneer Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pioneer Core's mutual fund. These opinions can provide insight into Pioneer Core's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pioneer Mutual Fund
Pioneer Core 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 Core security.
| Stocks Directory Find actively traded stocks across global markets | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |