Pgim Enhanced Retirement Fund Manager Performance Evaluation
| PGFEX Fund | 11.03 0.04 0.36% |
The fund holds a Beta of 0.4, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pgim Enhanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pgim Enhanced is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Pgim Enhanced Retirement are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Pgim Enhanced 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 Enhanced Relative Risk vs. Return Landscape
If you would invest 1,055 in Pgim Enhanced Retirement on September 3, 2024 and sell it today you would earn a total of 48.00 from holding Pgim Enhanced Retirement or generate 4.55% return on investment over 90 days. Pgim Enhanced Retirement is currently producing 0.0706% returns and takes up 0.4531% volatility of returns over 90 trading days. Put another way, 4% 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 Enhanced Current Valuation
Fairly Valued
Today
Please note that Pgim Enhanced's price fluctuation is very steady at this time. Pgim Enhanced Retirement holds a recent Real Value of USD10.96 per share. The prevailing price of the fund is USD11.03. Our model determines the value of Pgim Enhanced Retirement from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Enhanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pgim Mutual Fund. However, Pgim Enhanced'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 11.03 | Real 10.96 | Hype 11.03 | Naive 11.11 |
The intrinsic value of Pgim Enhanced'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 Enhanced'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 Enhanced 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 Enhanced more accurately as focusing exclusively on Pgim Enhanced's fundamentals will not take into account other important factors: Pgim Enhanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pgim Enhanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pgim Enhanced Retirement, and traders can use it to determine the average amount a Pgim Enhanced'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 = 0.1557
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| Cash | PGFEX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.45 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Pgim Enhanced is performing at about 12% 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 Enhanced by adding it to a well-diversified portfolio.
About Pgim Enhanced Performance
Evaluating Pgim Enhanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pgim Enhanced 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 Enhanced 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 80 percent of its total assets in underlying funds that invest primarily in a portfolio of equity securities and non-traditional asset classes and invest the remainder of the funds total assets in underlying funds that invest primarily in fixed income securities.Things to note about Pgim Enhanced Retirement performance evaluation
Checking the ongoing alerts about Pgim Enhanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pgim Enhanced Retirement 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 all of the assets in different exotic instruments |
- Analyzing Pgim Enhanced'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 Enhanced's stock is overvalued or undervalued compared to its peers.
- Examining Pgim Enhanced'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 Enhanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pgim Enhanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pgim Enhanced's mutual fund. These opinions can provide insight into Pgim Enhanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pgim Mutual Fund
Pgim Enhanced 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 Enhanced security.
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