Pgim Conservative Retirement Fund Manager Performance Evaluation
| PGFCX Fund | USD 10.52 0.01 0.1% |
The fund holds a Beta of 0.0171, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pgim Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pgim Conservative is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Pgim Conservative Retirement are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Pgim Conservative is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Pgim Conservative Relative Risk vs. Return Landscape
If you would invest 1,043 in Pgim Conservative Retirement on August 24, 2024 and sell it today you would earn a total of 9.00 from holding Pgim Conservative Retirement or generate 0.86% return on investment over 90 days. Pgim Conservative Retirement is currently producing 0.014% returns and takes up 0.2811% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Pgim, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pgim Conservative Current Valuation
Fairly Valued
Today
Please note that Pgim Conservative's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pgim Conservative holds a recent Real Value of $10.52 per share. The prevailing price of the fund is $10.52. We determine the value of Pgim Conservative 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 Pgim Conservative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pgim Mutual Fund. However, Pgim Conservative'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 10.52 | Real 10.52 | Hype 10.52 | Naive 10.49 |
The intrinsic value of Pgim Conservative'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 Pgim Conservative'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 Pgim Conservative Retirement helps investors to forecast how Pgim 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 Pgim Conservative more accurately as focusing exclusively on Pgim Conservative's fundamentals will not take into account other important factors: Pgim Conservative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pgim Conservative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pgim Conservative Retirement, and traders can use it to determine the average amount a Pgim Conservative'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 = 0.0499
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PGFCX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Pgim Conservative is performing at about 3% 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 Pgim Conservative by adding it to a well-diversified portfolio.
Pgim Conservative Fundamentals Growth
Pgim Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pgim Conservative, and Pgim Conservative 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 Pgim Mutual Fund performance.
| Price To Earning | 15.16 X | |||
| Price To Book | 2.87 X | |||
| Price To Sales | 1.43 X | |||
About Pgim Conservative Performance
Evaluating Pgim Conservative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pgim Conservative 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 Pgim Conservative 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.
Under normal circumstances, the fund will invest approximately 60 percent of its total assets in underlying funds that invest primarily in fixed income securities and invest the remainder of the funds total assets in underlying funds that invest primarily in equity securities and non-traditional asset classes.Things to note about Pgim Conservative performance evaluation
Checking the ongoing alerts about Pgim Conservative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pgim Conservative help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Artisan Select Equity Fund Q3 2024 Commentary - Seeking Alpha | |
| This fund generated-6.0 ten year return of -6.0% | |
| Pgim Conservative maintains 98.85% of its assets in stocks |
- Analyzing Pgim Conservative'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 Pgim Conservative's stock is overvalued or undervalued compared to its peers.
- Examining Pgim Conservative'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 Pgim Conservative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pgim Conservative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pgim Conservative's mutual fund. These opinions can provide insight into Pgim Conservative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pgim Mutual Fund
Pgim Conservative financial ratios help investors to determine whether Pgim 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 Pgim with respect to the benefits of owning Pgim Conservative security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |