Payson Total Financials
| PBFDX Fund | USD 37.62 0.27 0.71% |
Payson |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Payson Total Fund Summary
Payson Total competes with Cambiar Opportunity, Hennessy Nerstone, Ab Select, Matthews Asia, and Small Pany. The fund invests primarily in common stock and convertible securities of large and mid capitalization domestic companies. Its investment adviser defines large capitalization domestic companies as those companies with market capitalizations in excess of 12 billion and mid capitalization domestic companies as those companies with market capitalizations in the range of 2 billion to 12 billion. The fund is non-diversified.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3499038806 |
| Business Address | Forum Funds |
| Mutual Fund Family | Payson Funds |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 805 8258 |
| Currency | USD - US Dollar |
Payson Total Key Financial Ratios
Payson Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Payson Total's current stock value. Our valuation model uses many indicators to compare Payson Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Payson Total competition to find correlations between indicators driving Payson Total's intrinsic value. More Info.Payson Total Return is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Payson Total Return is roughly 6.22 . 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 Payson Total's earnings, one of the primary drivers of an investment's value.Payson Total Return Systematic Risk
Payson Total's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Payson Total volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Payson Total Return correlated with the market. If Beta is less than 0 Payson Total generally moves in the opposite direction as compared to the market. If Payson Total Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Payson Total Return is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Payson Total is generally in the same direction as the market. If Beta > 1 Payson Total moves generally in the same direction as, but more than the movement of the benchmark.
Payson Total January 2, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Payson Total help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Payson Total Return. We use our internally-developed statistical techniques to arrive at the intrinsic value of Payson Total Return based on widely used predictive technical indicators. In general, we focus on analyzing Payson Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Payson Total's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.13 | |||
| Information Ratio | 0.0126 | |||
| Maximum Drawdown | 4.75 | |||
| Value At Risk | (1.99) | |||
| Potential Upside | 1.43 |
Other Information on Investing in Payson Mutual Fund
Payson Total financial ratios help investors to determine whether Payson 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 Payson with respect to the benefits of owning Payson Total security.
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