Pacific Funds Portfolio Fund Price on May 22, 2023
| POBAX Fund | USD 10.99 0.02 0.18% |
Below is the normalized historical share price chart for Pacific Funds Portfolio extending back to December 31, 2003. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Pacific Funds stands at 10.99, as last reported on the 11th of December 2024, with the highest price reaching 10.99 and the lowest price hitting 10.99 during the day.
If you're considering investing in Pacific Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Pacific Mutual Fund to be very steady. Pacific Funds Portfolio maintains Sharpe Ratio (i.e., Efficiency) of 0.13, which implies the entity had a 0.13% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Pacific Funds Portfolio, which you can use to evaluate the volatility of the fund. Please check Pacific Funds' Risk Adjusted Performance of 0.1074, coefficient of variation of 600.06, and Semi Deviation of 0.1652 to confirm if the risk estimate we provide is consistent with the expected return of 0.0415%.
Pacific Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Pacific |
Sharpe Ratio = 0.1307
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | POBAX |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Pacific Funds is performing at about 10% of its full potential. 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 Pacific Funds by adding it to a well-diversified portfolio.
Pacific Funds Valuation on May 22, 2023
It is possible to determine the worth of Pacific Funds on a given historical date. On May 22, 2023 Pacific was worth 9.23 at the beginning of the trading date compared to the closed value of 9.23. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Pacific Funds mutual fund. Still, in general, we apply an absolute valuation method to find Pacific Funds' value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Pacific Funds where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Pacific Funds' related companies.
| Open | High | Low | Close | Volume | |
| 9.22 | 9.22 | 9.22 | 9.22 | 1.00 | |
05/22/2023 | 9.23 | 9.23 | 9.23 | 9.23 | 1.00 |
| 9.20 | 9.20 | 9.20 | 9.20 | 1.00 |
| Backtest Pacific Funds | | | Pacific Funds History | | | Pacific Funds Valuation | Previous | Next |
Pacific Funds Trading Date Momentum on May 22, 2023
| On May 23 2023 Pacific Funds Portfolio was traded for 9.20 at the closing time. The highest daily price throughout the period was 9.20 and the lowest price was 9.20 . There was no trading activity during the period 1.0. Lack of trading volume on 05/23/2023 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.33% . The trading delta at closing time to current closing price is 0.22% . |
Pacific Funds Portfolio Fundamentals Correlations and Trends
By evaluating Pacific Funds' financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Pacific Funds' main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Pacific financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Pacific Funds Mutual Fund history
Pacific Funds investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Pacific is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Pacific Funds Portfolio will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Pacific Funds stock prices may prove useful in developing a viable investing in Pacific Funds
The fund is a fund of funds that seeks to achieve its investment goal by investing in a combination of underlying funds. The funds exposure to the debt is expected to be within 50-70 the funds exposure to the equity is expected to be within 30-50. It may invest a significant portion of its assets in any single underlying fund. The advisor expects to be as fully invested as practical, although it may maintain liquidity reserves to meet redemption requests.
Pacific Funds Mutual Fund Technical Analysis
Pacific Funds technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Pacific Funds Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Pacific Funds Portfolio cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Pacific Funds December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Pacific Funds mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Pacific Funds shares will generate the highest return on investment. By undertsting and applying Pacific Funds mutual fund market strength indicators, traders can identify Pacific Funds Portfolio entry and exit signals to maximize returns
Pacific Funds Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Pacific Funds' price direction in advance. Along with the technical and fundamental analysis of Pacific Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Pacific to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1074 | |||
| Jensen Alpha | 0.0081 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.23) | |||
| Treynor Ratio | 0.1413 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Pacific Mutual Fund
Pacific Funds financial ratios help investors to determine whether Pacific 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 Pacific with respect to the benefits of owning Pacific Funds security.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |