Pinnacle Sherman Multi Strategy Fund Manager Performance Evaluation
| APSHX Fund | USD 14.79 0.09 0.61% |
The fund holds a Beta of 0.15, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pinnacle Sherman's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pinnacle Sherman is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pinnacle Sherman Multi Strategy are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Pinnacle Sherman 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 | 1st of February 2025 | |
| Expense Ratio | 1.6800 |
Pinnacle |
Pinnacle Sherman Relative Risk vs. Return Landscape
If you would invest 1,403 in Pinnacle Sherman Multi Strategy on October 31, 2025 and sell it today you would earn a total of 76.00 from holding Pinnacle Sherman Multi Strategy or generate 5.42% return on investment over 90 days. Pinnacle Sherman Multi Strategy is currently producing 0.092% returns and takes up 0.9027% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Pinnacle, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pinnacle Sherman Current Valuation
Fairly Valued
Today
Please note that Pinnacle Sherman's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pinnacle Sherman Multi holds a recent Real Value of $14.59 per share. The prevailing price of the fund is $14.79. We determine the value of Pinnacle Sherman Multi 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 Pinnacle Sherman is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pinnacle Mutual Fund. However, Pinnacle Sherman'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 14.79 | Real 14.59 | Hype 14.79 | Naive 14.76 |
The intrinsic value of Pinnacle Sherman'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 Pinnacle Sherman'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 Pinnacle Sherman Multi Strategy helps investors to forecast how Pinnacle 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 Pinnacle Sherman more accurately as focusing exclusively on Pinnacle Sherman's fundamentals will not take into account other important factors: Pinnacle Sherman Target Price Odds to finish over Current Price
The tendency of Pinnacle Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 14.79 | 90 days | 14.79 | about 1.55 |
Based on a normal probability distribution, the odds of Pinnacle Sherman to move above the current price in 90 days from now is about 1.55 (This Pinnacle Sherman Multi Strategy probability density function shows the probability of Pinnacle Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Pinnacle Sherman has a beta of 0.15. This suggests as returns on the market go up, Pinnacle Sherman average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Pinnacle Sherman Multi Strategy will be expected to be much smaller as well. Additionally Pinnacle Sherman Multi Strategy has an alpha of 0.1292, implying that it can generate a 0.13 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Pinnacle Sherman Price Density |
| Price |
Predictive Modules for Pinnacle Sherman
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Pinnacle Sherman Multi. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Pinnacle Sherman Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Pinnacle Sherman is not an exception. The market had few large corrections towards the Pinnacle Sherman's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Pinnacle Sherman Multi Strategy, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pinnacle Sherman within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.15 | |
σ | Overall volatility | 0.38 | |
Ir | Information ratio | 0.08 |
Pinnacle Sherman Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Pinnacle Sherman for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pinnacle Sherman Multi can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds about 50.85% of its assets under management (AUM) in cash |
Pinnacle Sherman Fundamentals Growth
Pinnacle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pinnacle Sherman, and Pinnacle Sherman 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 Pinnacle Mutual Fund performance.
| Total Asset | 6.55 M | |||
About Pinnacle Sherman Performance
Evaluating Pinnacle Sherman's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pinnacle Sherman 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 Pinnacle Sherman 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 seeks to meet its investment objective by investing, under normal market conditions, in foreign and domestic equity securities of all market capitalizations, fixed income securities of any credit quality, and cash and cash equivalents. The advisor intends to generally invest in a mix of asset classes. It may invest in individual securities or in exchange traded funds , and may invest in emerging markets.Things to note about Pinnacle Sherman Multi performance evaluation
Checking the ongoing alerts about Pinnacle Sherman for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pinnacle Sherman Multi help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 50.85% of its assets under management (AUM) in cash |
- Analyzing Pinnacle Sherman'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 Pinnacle Sherman's stock is overvalued or undervalued compared to its peers.
- Examining Pinnacle Sherman'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 Pinnacle Sherman's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pinnacle Sherman's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pinnacle Sherman's mutual fund. These opinions can provide insight into Pinnacle Sherman's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pinnacle Mutual Fund
Pinnacle Sherman financial ratios help investors to determine whether Pinnacle 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 Pinnacle with respect to the benefits of owning Pinnacle Sherman security.
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