Paradigm Micro Cap Fund Manager Performance Evaluation
| PVIVX Fund | USD 60.27 0.72 1.21% |
The fund holds a Beta of 1.3, 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, Paradigm Micro will likely underperform.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Paradigm Micro Cap Fund are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Paradigm Micro may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.2600 |
Paradigm |
Paradigm Micro Relative Risk vs. Return Landscape
If you would invest 5,609 in Paradigm Micro Cap Fund on September 18, 2024 and sell it today you would earn a total of 418.00 from holding Paradigm Micro Cap Fund or generate 7.45% return on investment over 90 days. Paradigm Micro Cap Fund is currently producing 0.122% returns and takes up 1.2636% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Paradigm, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Paradigm Micro Current Valuation
Fairly Valued
Today
Please note that Paradigm Micro's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Paradigm Micro Cap holds a recent Real Value of $59.85 per share. The prevailing price of the fund is $60.27. We determine the value of Paradigm Micro Cap 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 Paradigm Micro is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Paradigm Mutual Fund. However, Paradigm Micro'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 60.27 | Real 59.85 | Hype 60.27 |
The intrinsic value of Paradigm Micro'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 Paradigm Micro'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 Paradigm Micro Cap Fund helps investors to forecast how Paradigm 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 Paradigm Micro more accurately as focusing exclusively on Paradigm Micro's fundamentals will not take into account other important factors: Paradigm Micro Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Paradigm Micro's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Paradigm Micro Cap Fund, and traders can use it to determine the average amount a Paradigm Micro'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 = 0.0965
| Best Portfolio | Best Equity | |||
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| Cash | PVIVX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.26 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Paradigm Micro is performing at about 7% 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 Paradigm Micro by adding it to a well-diversified portfolio.
Paradigm Micro Fundamentals Growth
Paradigm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Paradigm Micro, and Paradigm Micro 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 Paradigm Mutual Fund performance.
| Price To Earning | 18.27 X | ||||
| Price To Book | 1.67 X | ||||
| Price To Sales | 0.58 X | ||||
About Paradigm Micro Performance
Evaluating Paradigm Micro's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Paradigm Micro 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 Paradigm Micro 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 invests at least 80 percent of its net assets in the common stocks of U.S. micro-cap companies. The advisor generally considers a company to be a micro-cap company if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell Microcap Index as of the most recent reconstitution date. It may be overweight in certain sectors at various times. Stocks are sold when they have realized the value anticipated by the Advisor or if new investment opportunities with higher expected returns are acquired.Things to note about Paradigm Micro Cap performance evaluation
Checking the ongoing alerts about Paradigm Micro for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Paradigm Micro Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Paradigm Micro's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Paradigm Micro's mutual fund performance include:- Analyzing Paradigm Micro'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 Paradigm Micro's stock is overvalued or undervalued compared to its peers.
- Examining Paradigm Micro'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 Paradigm Micro's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Paradigm Micro's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Paradigm Micro's mutual fund. These opinions can provide insight into Paradigm Micro's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Paradigm Mutual Fund
Paradigm Micro financial ratios help investors to determine whether Paradigm 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 Paradigm with respect to the benefits of owning Paradigm Micro security.
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