Rational/pier Financials
| PBXAX Fund | USD 11.63 0.03 0.26% |
Rational/pier |
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.
Rational/pier Fund Summary
Rational/pier competes with Pimco Diversified, Harbor Diversified, Evaluator Conservative, and Calvert Conservative. Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in convertible securities. Convertible securities are hybrid securities that possess both fixed income and equity characteristics. The fund will generally invest primarily in investment-grade instruments. It is non-diversified.Specialization | Convertibles, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Rational Funds |
| Mutual Fund Family | Rational Funds |
| Mutual Fund Category | Convertibles |
| Benchmark | Dow Jones Industrial |
| Phone | 800 253 0412 |
| Currency | USD - US Dollar |
Rational/pier Key Financial Ratios
Rational/pier Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Rational/pier's current stock value. Our valuation model uses many indicators to compare Rational/pier value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Rational/pier competition to find correlations between indicators driving Rational/pier's intrinsic value. More Info.Rationalpier 88 Convertible is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 538.98 of Year To Date Return per Annual Yield. 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 Rational/pier's earnings, one of the primary drivers of an investment's value.Rationalpier 88 Conv Systematic Risk
Rational/pier's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Rational/pier 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-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Rationalpier 88 Conv correlated with the market. If Beta is less than 0 Rational/pier generally moves in the opposite direction as compared to the market. If Rational/pier Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Rationalpier 88 Conv is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Rational/pier is generally in the same direction as the market. If Beta > 1 Rational/pier moves generally in the same direction as, but more than the movement of the benchmark.
Rational/pier November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Rational/pier help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Rationalpier 88 Convertible. We use our internally-developed statistical techniques to arrive at the intrinsic value of Rationalpier 88 Convertible based on widely used predictive technical indicators. In general, we focus on analyzing Rational/pier Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Rational/pier's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3779 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 1.86 | |||
| Value At Risk | (0.55) | |||
| Potential Upside | 0.7874 |
Other Information on Investing in Rational/pier Mutual Fund
Rational/pier financial ratios help investors to determine whether Rational/pier 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 Rational/pier with respect to the benefits of owning Rational/pier security.
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