Prudential Financial Services Fund Manager Performance Evaluation
| PFSZX Fund | USD 27.50 0.01 0.04% |
The fund holds a Beta of 1.35, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Prudential Financial will likely underperform.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Prudential Financial Services are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Prudential Financial showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 1.0900 |
Prudential |
Prudential Financial Relative Risk vs. Return Landscape
If you would invest 2,393 in Prudential Financial Services on August 31, 2024 and sell it today you would earn a total of 357.00 from holding Prudential Financial Services or generate 14.92% return on investment over 90 days. Prudential Financial Services is currently producing 0.2278% returns and takes up 1.1906% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Prudential, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Prudential Financial Current Valuation
Overvalued
Today
Please note that Prudential Financial's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Prudential Financial holds a recent Real Value of $16.43 per share. The prevailing price of the fund is $27.5. We determine the value of Prudential Financial 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 Prudential Financial is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Prudential Mutual Fund. However, Prudential Financial'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 27.5 | Real 16.43 | Hype 17.57 | Naive 27.68 |
The intrinsic value of Prudential Financial'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 Prudential Financial'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 Prudential Financial Services helps investors to forecast how Prudential 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 Prudential Financial more accurately as focusing exclusively on Prudential Financial's fundamentals will not take into account other important factors: Prudential Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Prudential Financial's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Prudential Financial Services, and traders can use it to determine the average amount a Prudential Financial'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 = 0.1913
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PFSZX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Prudential Financial is performing at about 15% 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 Prudential Financial by adding it to a well-diversified portfolio.
Prudential Financial Fundamentals Growth
Prudential Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential Financial, and Prudential Financial 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 Prudential Mutual Fund performance.
| Price To Earning | 12.37 X | |||
| Price To Book | 0.92 X | |||
| Price To Sales | 1.63 X | |||
| Total Asset | 23.66 M | |||
About Prudential Financial Performance
Evaluating Prudential Financial's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential Financial 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 Prudential Financial 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 normally invests at least 80 percent of its investable assets in equity and equity-related securities of financial services related companies. It invests primarily in securities of issuers in the United States, although it may also invest in securities of issuers in countries throughout the world. The fund may invest up to 30 percent of its total assets in foreign securities. It is non-diversified.Things to note about Prudential Financial performance evaluation
Checking the ongoing alerts about Prudential Financial for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Prudential Financial's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Prudential Financial's mutual fund performance include:- Analyzing Prudential Financial'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 Prudential Financial's stock is overvalued or undervalued compared to its peers.
- Examining Prudential Financial'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 Prudential Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential Financial's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Prudential Financial's mutual fund. These opinions can provide insight into Prudential Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Prudential Mutual Fund
Prudential Financial financial ratios help investors to determine whether Prudential 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 Prudential with respect to the benefits of owning Prudential Financial security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |