Pgim Esg Short Fund Manager Performance Evaluation
| PGIPX Fund | 9.89 0.01 0.10% |
The fund holds a Beta of -0.015, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pgim Esg are expected to decrease at a much lower rate. During the bear market, Pgim Esg is likely to outperform the market.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Pgim Esg Short are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pgim Esg is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Pgim Esg Relative Risk vs. Return Landscape
If you would invest 983.00 in Pgim Esg Short on September 2, 2024 and sell it today you would earn a total of 6.00 from holding Pgim Esg Short or generate 0.61% return on investment over 90 days. Pgim Esg Short is currently producing 0.0096% returns and takes up 0.1246% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Pgim, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pgim Esg Current Valuation
Overvalued
Today
Please note that Pgim Esg's price fluctuation is very steady at this time. Pgim Esg Short holds a recent Real Value of USD9.1 per share. The prevailing price of the fund is USD9.89. Our model determines the value of Pgim Esg Short 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 Pgim Esg is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pgim Mutual Fund. However, Pgim Esg'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 9.89 | Real 9.1 | Hype 9.89 | Naive 9.88 |
The intrinsic value of Pgim Esg'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 Pgim Esg'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 Pgim Esg Short helps investors to forecast how Pgim 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 Pgim Esg more accurately as focusing exclusively on Pgim Esg's fundamentals will not take into account other important factors: Pgim Esg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pgim Esg's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pgim Esg Short, and traders can use it to determine the average amount a Pgim Esg'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 = 0.0769
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| Negative Returns | PGIPX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Pgim Esg is performing at about 6% 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 Pgim Esg by adding it to a well-diversified portfolio.
About Pgim Esg Performance
Evaluating Pgim Esg's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pgim Esg 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 Pgim Esg 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 seeks to achieve its objective by investing in fixed income instruments, whereby issuers borrow money from investors in return for either a fixed or variable rate of interest and eventual repayment of the amount borrowed, while applying an environmental, social and governance methodology developed by its subadviser in the selection of portfolio investments. The fund invests, under normal circumstances, at least 80 percent of its investable assets in fixed income instruments with varying maturities that, at the time of investment, are included in the investable universe based on the subadvisers ESG methodology.Things to note about Pgim Esg Short performance evaluation
Checking the ongoing alerts about Pgim Esg for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pgim Esg Short help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pgim Esg's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pgim Esg's mutual fund performance include:- Analyzing Pgim Esg'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 Pgim Esg's stock is overvalued or undervalued compared to its peers.
- Examining Pgim Esg'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 Pgim Esg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pgim Esg's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pgim Esg's mutual fund. These opinions can provide insight into Pgim Esg's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pgim Mutual Fund
Pgim Esg financial ratios help investors to determine whether Pgim 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 Pgim with respect to the benefits of owning Pgim Esg security.
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