Pnc Fds Gr Fund Manager Performance Evaluation
| PGIAX Fund | USD 37.62 0.09 0.24% |
The fund holds a Beta of -0.0213, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pnc Fds are expected to decrease at a much lower rate. During the bear market, Pnc Fds is likely to outperform the market.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Pnc Fds Gr are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Pnc Fds may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 30th of December 2022 | |
| Expense Ratio | 1.1500 |
Pnc |
Pnc Fds Relative Risk vs. Return Landscape
If you would invest 3,492 in Pnc Fds Gr on August 28, 2024 and sell it today you would earn a total of 270.00 from holding Pnc Fds Gr or generate 7.73% return on investment over 90 days. Pnc Fds Gr is currently producing 0.1215% returns and takes up 0.806% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Pnc, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pnc Fds Current Valuation
Overvalued
Today
Please note that Pnc Fds' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Pnc Fds Gr holds a recent Real Value of $34.23 per share. The prevailing price of the fund is $37.62. We determine the value of Pnc Fds Gr 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 Pnc Fds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pnc Mutual Fund. However, Pnc Fds' 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 37.62 | Real 34.23 | Hype 37.62 |
The intrinsic value of Pnc Fds' 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 Pnc Fds' 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 Pnc Fds Gr helps investors to forecast how Pnc 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 Pnc Fds more accurately as focusing exclusively on Pnc Fds' fundamentals will not take into account other important factors: Pnc Fds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pnc Fds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pnc Fds Gr, and traders can use it to determine the average amount a Pnc Fds' 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 = 0.1507
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | PGIAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Pnc Fds is performing at about 11% 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 Pnc Fds by adding it to a well-diversified portfolio.
Pnc Fds Fundamentals Growth
Pnc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pnc Fds, and Pnc Fds 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 Pnc Mutual Fund performance.
| Price To Earning | 15.38 X | ||||
| Price To Book | 2.85 X | ||||
| Price To Sales | 1.12 X | ||||
| Total Asset | 436.46 M | ||||
About Pnc Fds Performance
Evaluating Pnc Fds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pnc Fds 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 Pnc Fds 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 mainly in equity securities of large and midsize companies that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80 percent of its net assets in equity investments, including common stocks, preferred stocks, convertible securities, warrants, American Depositary Receipts and Global Depositary Receipts . The fund is non-diversified.Things to note about Pnc Fds Gr performance evaluation
Checking the ongoing alerts about Pnc Fds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pnc Fds Gr help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pnc Fds' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pnc Fds' mutual fund performance include:- Analyzing Pnc Fds' 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 Pnc Fds' stock is overvalued or undervalued compared to its peers.
- Examining Pnc Fds' 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 Pnc Fds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pnc Fds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pnc Fds' mutual fund. These opinions can provide insight into Pnc Fds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pnc Mutual Fund
Pnc Fds financial ratios help investors to determine whether Pnc 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 Pnc with respect to the benefits of owning Pnc Fds security.
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