Mid Cap Profund Mid Cap Fund Manager Performance Evaluation
| MDPIX Fund | USD 132.22 2.16 1.66% |
The fund secures a Beta (Market Risk) of 1.15, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Mid-cap Profund will likely underperform.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Mid Cap Profund Mid Cap are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Mid-cap Profund may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 30th of November 2022 | |
| Expense Ratio | 1.7800 |
Mid-cap |
Mid-cap Profund Relative Risk vs. Return Landscape
If you would invest 12,390 in Mid Cap Profund Mid Cap on August 27, 2024 and sell it today you would earn a total of 832.00 from holding Mid Cap Profund Mid Cap or generate 6.72% return on investment over 90 days. Mid Cap Profund Mid Cap is currently producing 0.1061% returns and takes up 0.9643% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Mid-cap, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mid-cap Profund Current Valuation
Overvalued
Today
Please note that Mid-cap Profund's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Mid Cap Profund secures a last-minute Real Value of $124.95 per share. The latest price of the fund is $132.22. We determine the value of Mid Cap Profund from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend 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 Mid-cap Profund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mid-cap Mutual Fund. However, Mid-cap Profund'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 132.22 | Real 124.95 | Hype 132.22 | Naive 129.68 |
The intrinsic value of Mid-cap Profund'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 Mid-cap Profund'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 Mid Cap Profund Mid Cap helps investors to forecast how Mid-cap 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 Mid-cap Profund more accurately as focusing exclusively on Mid-cap Profund's fundamentals will not take into account other important factors: Mid-cap Profund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mid-cap Profund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mid Cap Profund Mid Cap, and traders can use it to determine the average amount a Mid-cap Profund's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1101
| Best Portfolio | Best Equity | |||
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| Cash | MDPIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.96 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Mid-cap Profund is performing at about 8% 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 Mid-cap Profund by adding it to a well-diversified portfolio.
Mid-cap Profund Fundamentals Growth
Mid-cap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mid-cap Profund, and Mid-cap Profund 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 Mid-cap Mutual Fund performance.
| Price To Earning | 14.62 X | ||||
| Price To Book | 2.09 X | ||||
| Price To Sales | 1.16 X | ||||
| Total Asset | 3.22 M | ||||
About Mid-cap Profund Performance
Evaluating Mid-cap Profund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mid-cap Profund 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 Mid-cap Profund 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 invests in financial instruments that the fund Advisors believes, in combination, should track the performance of the index. The index is a measure of mid-size company U.S. stock market performance. It is a market capitalization-weighted index of 400 U.S. operating companies and real estate investment trusts selected through a process that factors in criteria such as liquidity, price, market capitalization, financial viability and public float. The fund is non-diversified.Things to note about Mid Cap Profund performance evaluation
Checking the ongoing alerts about Mid-cap Profund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mid Cap Profund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 57.3% of its assets in cash |
- Analyzing Mid-cap Profund'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 Mid-cap Profund's stock is overvalued or undervalued compared to its peers.
- Examining Mid-cap Profund'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 Mid-cap Profund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mid-cap Profund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mid-cap Profund's mutual fund. These opinions can provide insight into Mid-cap Profund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mid-cap Mutual Fund
Mid-cap Profund financial ratios help investors to determine whether Mid-cap 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 Mid-cap with respect to the benefits of owning Mid-cap Profund security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |