Ppm Core Plus Fund Manager Performance Evaluation
| PKPIX Fund | USD 8.70 0.01 0.12% |
The fund holds a Beta of -0.056, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ppm Core are expected to decrease at a much lower rate. During the bear market, Ppm Core is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Ppm Core Plus has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Ppm Core 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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| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 0.4500 |
Ppm |
Ppm Core Relative Risk vs. Return Landscape
If you would invest 896.00 in Ppm Core Plus on September 13, 2024 and sell it today you would lose (26.00) from holding Ppm Core Plus or give up 2.9% of portfolio value over 90 days. Ppm Core Plus is currently producing negative expected returns and takes up 0.2635% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Ppm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ppm Core Current Valuation
Overvalued
Today
Please note that Ppm Core's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Ppm Core Plus holds a recent Real Value of $8.42 per share. The prevailing price of the fund is $8.7. We determine the value of Ppm Core Plus 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 Ppm Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ppm Mutual Fund. However, Ppm 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 8.7 | Real 8.42 | Hype 8.7 | Naive 8.7 |
The intrinsic value of Ppm 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 Ppm 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 Ppm Core Plus helps investors to forecast how Ppm 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 Ppm Core more accurately as focusing exclusively on Ppm Core's fundamentals will not take into account other important factors: Ppm Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ppm Core's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ppm Core Plus, and traders can use it to determine the average amount a Ppm 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 = -0.176
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PKPIX |
Estimated Market Risk
| 0.26 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ppm 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 Ppm Core by adding Ppm Core to a well-diversified portfolio.
Ppm Core Fundamentals Growth
Ppm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ppm Core, and Ppm 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 Ppm Mutual Fund performance.
About Ppm Core Performance
Evaluating Ppm Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ppm 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 Ppm 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.
The fund seeks to achieve its objective by investing under normal circumstances at least 80 percent of its assets in a diversified portfolio of debt securities of U.S. and foreign issuers such as government, corporate, mortgage-backed securities and other asset-backed securities and cash equivalents. Its average portfolio duration will normally vary within two years of the duration of the Bloomberg U.S. Aggregate Bond Index.Things to note about Ppm Core Plus performance evaluation
Checking the ongoing alerts about Ppm Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ppm Core Plus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ppm Core Plus generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Ppm Core Plus maintains about 6.94% of its assets in cash |
- Analyzing Ppm 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 Ppm Core's stock is overvalued or undervalued compared to its peers.
- Examining Ppm 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 Ppm Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ppm Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ppm Core's mutual fund. These opinions can provide insight into Ppm Core's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ppm Mutual Fund
Ppm Core financial ratios help investors to determine whether Ppm 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 Ppm with respect to the benefits of owning Ppm Core security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |