Short Small Cap Profund Fund Manager Performance Evaluation
| SHPIX Fund | USD 53.92 2.28 4.42% |
The entity has a beta of -1.5, which indicates a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Short Small are expected to decrease by larger amounts. On the other hand, during market turmoil, Short Small is expected to outperform it.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Short Small Cap Profund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Short Small 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 | 30th of November 2022 | |
| Expense Ratio | 1.7800 |
Short |
Short Small Relative Risk vs. Return Landscape
If you would invest 5,386 in Short Small Cap Profund on September 20, 2024 and sell it today you would earn a total of 6.00 from holding Short Small Cap Profund or generate 0.11% return on investment over 90 days. Short Small Cap Profund is currently producing 0.0109% returns and takes up 1.3598% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Short, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Short Small Current Valuation
Overvalued
Today
Please note that Short Small's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Short Small Cap has a current Real Value of $49.24 per share. The regular price of the fund is $53.92. We determine the value of Short Small Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Short Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Short Mutual Fund. However, Short Small'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 53.92 | Real 49.24 | Hype 53.91 |
The intrinsic value of Short Small'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 Short Small'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 Short Small Cap Profund helps investors to forecast how Short 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 Short Small more accurately as focusing exclusively on Short Small's fundamentals will not take into account other important factors: Short Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Short Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Short Small Cap Profund, and traders can use it to determine the average amount a Short Small'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 = 0.0081
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SHPIX |
Estimated Market Risk
| 1.36 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Short Small 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 Short Small by adding Short Small to a well-diversified portfolio.
Short Small Fundamentals Growth
Short Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Short Small, and Short Small 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 Short Mutual Fund performance.
| Total Asset | 2.2 M | ||||
About Short Small Performance
Evaluating Short Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Short Small 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 Short Small 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 in financial instruments that ProFund Advisors believes, in combination, should produce daily returns consistent with the Daily Target. It is a market capitalization-weighted index containing approximately 2000 of the smallest companies in the Russell 3000 Index, or approximately 10 percent of the total market capitalization of the Russell 3000 Index, which in turn represents approximately 97 percent of the U.S. equity market. It is non-diversified.Things to note about Short Small Cap performance evaluation
Checking the ongoing alerts about Short Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Short Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| This fund generated-14.0 ten year return of -14.0% | |
| Short Small maintains about 85.26% of its assets in cash |
- Analyzing Short Small'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 Short Small's stock is overvalued or undervalued compared to its peers.
- Examining Short Small'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 Short Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Short Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Short Small's mutual fund. These opinions can provide insight into Short Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Short Mutual Fund
Short Small financial ratios help investors to determine whether Short 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 Short with respect to the benefits of owning Short Small security.
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