Prudential Qma Small Cap Fund Manager Performance Evaluation
| TRACX Fund | USD 17.82 2.24 11.17% |
The fund holds a Beta of 1.59, 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, Prudential Qma will likely underperform.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Prudential Qma Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Prudential Qma is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of September 2022 | |
| Expense Ratio | 2.4900 |
Prudential |
Prudential Qma Relative Risk vs. Return Landscape
If you would invest 1,885 in Prudential Qma Small Cap on September 15, 2024 and sell it today you would lose (103.00) from holding Prudential Qma Small Cap or give up 5.46% of portfolio value over 90 days. Prudential Qma Small Cap is currently producing negative expected returns and takes up 1.8729% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Prudential, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Prudential Qma Current Valuation
Fairly Valued
Today
Please note that Prudential Qma's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Prudential Qma Small holds a recent Real Value of $18.16 per share. The prevailing price of the fund is $17.82. We determine the value of Prudential Qma Small 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 Prudential Qma is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Prudential Mutual Fund. However, Prudential Qma'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 17.82 | Real 18.16 | Hype 17.82 | Naive 17.6 |
The intrinsic value of Prudential Qma'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 Prudential Qma'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 Prudential Qma Small Cap helps investors to forecast how Prudential 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 Prudential Qma more accurately as focusing exclusively on Prudential Qma's fundamentals will not take into account other important factors: Prudential Qma Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Prudential Qma's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Prudential Qma Small Cap, and traders can use it to determine the average amount a Prudential Qma'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 = -0.0366
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TRACX |
Estimated Market Risk
| 1.87 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Prudential Qma 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 Prudential Qma by adding Prudential Qma to a well-diversified portfolio.
Prudential Qma Fundamentals Growth
Prudential Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential Qma, and Prudential Qma 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 Prudential Mutual Fund performance.
| Price To Earning | 15.10 X | ||||
| Price To Book | 1.22 X | ||||
| Price To Sales | 0.76 X | ||||
| Total Asset | 1.94 M | ||||
About Prudential Qma Performance
Evaluating Prudential Qma's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential Qma 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 Prudential Qma 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 investable assets in equity and equity-related securities of small-cap companies. The subadviser considers small-cap companies to be companies with market capitalizations within the market capitalization range of companies included in the Russell 2000 Index. Most assets will typically be invested in U.S. equity and equity-related securities, including up to 25 percent of total assets in real estate investment trusts .Things to note about Prudential Qma Small performance evaluation
Checking the ongoing alerts about Prudential Qma for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential Qma Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Prudential Qma Small generated a negative expected return over the last 90 days | |
| The fund maintains 99.7% of its assets in stocks |
- Analyzing Prudential Qma'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 Prudential Qma's stock is overvalued or undervalued compared to its peers.
- Examining Prudential Qma'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 Prudential Qma's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential Qma's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Prudential Qma's mutual fund. These opinions can provide insight into Prudential Qma's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Prudential Mutual Fund
Prudential Qma financial ratios help investors to determine whether Prudential 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 Prudential with respect to the benefits of owning Prudential Qma security.
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