Pacific Capital Tax Free Fund Manager Performance Evaluation
| PTFSX Fund | USD 9.79 0.01 0.10% |
The fund holds a Beta of 0.0072, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pacific Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pacific Capital is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Pacific Capital Tax Free has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Pacific Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4100 |
Pacific |
Pacific Capital Relative Risk vs. Return Landscape
If you would invest 979.00 in Pacific Capital Tax Free on September 13, 2024 and sell it today you would earn a total of 0.00 from holding Pacific Capital Tax Free or generate 0.0% return on investment over 90 days. Pacific Capital Tax Free is currently producing 1.0E-4% returns and takes up 0.1476% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Pacific, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pacific Capital Current Valuation
Overvalued
Today
Please note that Pacific Capital's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Pacific Capital Tax holds a recent Real Value of $9.58 per share. The prevailing price of the fund is $9.79. We determine the value of Pacific Capital Tax 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 Pacific Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pacific Mutual Fund. However, Pacific Capital'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 9.79 | Real 9.58 | Hype 9.79 | Naive 9.78 |
The intrinsic value of Pacific Capital'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 Pacific Capital'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 Pacific Capital Tax Free helps investors to forecast how Pacific 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 Pacific Capital more accurately as focusing exclusively on Pacific Capital's fundamentals will not take into account other important factors: Pacific Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pacific Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pacific Capital Tax Free, and traders can use it to determine the average amount a Pacific Capital'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 = 7.0E-4
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PTFSX |
Estimated Market Risk
| 0.15 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pacific Capital 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 Pacific Capital by adding Pacific Capital to a well-diversified portfolio.
Pacific Capital Fundamentals Growth
Pacific Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pacific Capital, and Pacific Capital 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 Pacific Mutual Fund performance.
| Total Asset | 47.84 M | ||||
About Pacific Capital Performance
Evaluating Pacific Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pacific Capital 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 Pacific Capital 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 net assets in investment grade municipal obligations - debt securities that pay interest which, in the opinion of counsel to the issuer, is exempt from both federal income tax and the federal alternative minimum tax. It normally invests not less than 50 percent of its net assets in Hawaii municipal obligations. The fund is non-diversified.Things to note about Pacific Capital Tax performance evaluation
Checking the ongoing alerts about Pacific Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pacific Capital Tax 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 98.12% of its assets in bonds |
- Analyzing Pacific Capital'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 Pacific Capital's stock is overvalued or undervalued compared to its peers.
- Examining Pacific Capital'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 Pacific Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pacific Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pacific Capital's mutual fund. These opinions can provide insight into Pacific Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pacific Mutual Fund
Pacific Capital financial ratios help investors to determine whether Pacific 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 Pacific with respect to the benefits of owning Pacific Capital security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |