Pacific Funds Three Year Return vs. One Year Return
| PLCDX Fund | USD 10.49 0.02 0.19% |
For Pacific Funds profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pacific Funds to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pacific Funds Portfolio utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pacific Funds's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pacific Funds Portfolio over time as well as its relative position and ranking within its peers.
Pacific |
Pacific Funds Portfolio One Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Pacific Funds's current stock value. Our valuation model uses many indicators to compare Pacific Funds value to that of its competitors to determine the firm's financial worth. Pacific Funds Portfolio is rated below average in three year return among similar funds. It also is rated below average in one year return among similar funds reporting about 21.54 of One Year Return per Three Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pacific Funds' earnings, one of the primary drivers of an investment's value.Pacific One Year Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Pacific Funds |
| = | 0.42 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Pacific Funds |
| = | 9.04 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Pacific One Year Return Comparison
Pacific Funds is rated below average in one year return among similar funds.
Pacific Funds Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Pacific Funds, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pacific Funds will eventually generate negative long term returns. The profitability progress is the general direction of Pacific Funds' change in net profit over the period of time. It can combine multiple indicators of Pacific Funds, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund is a fund of funds that seeks to achieve its investment goal by investing in a combination of underlying funds. Under normal circumstances, between 40 percent and 90 percent of its assets in underlying funds sub-advised by an affiliate of the investment adviser. Under normal market conditions, the funds exposure to debt is expected to be 70-85 the funds exposure to equity is expected to be 15-30.
Pacific Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Pacific Funds. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Pacific Funds position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Pacific Funds' important profitability drivers and their relationship over time.
Use Pacific Funds in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Pacific Funds position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Pacific Funds will appreciate offsetting losses from the drop in the long position's value.Pacific Funds Pair Trading
Pacific Funds Portfolio Pair Trading Analysis
The ability to find closely correlated positions to Pacific Funds could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pacific Funds when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Pacific Funds - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Pacific Funds Portfolio to buy it.
The correlation of Pacific Funds is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Pacific Funds moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pacific Funds Portfolio moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Pacific Funds can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Pacific Funds position
In addition to having Pacific Funds in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Aluminum Thematic Idea Now
Aluminum
Companies involved in production of aluminum. The Aluminum theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Aluminum Theme or any other thematic opportunities.
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Other Information on Investing in Pacific Mutual Fund
To fully project Pacific Funds' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pacific Funds Portfolio at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Pacific Funds' income statement, its balance sheet, and the statement of cash flows.
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| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |