Prudential Real Estate Fund Manager Performance Evaluation

PJECX Fund  USD 15.18  0.01  0.07%   
The fund holds a Beta of -0.2, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Prudential Real are expected to decrease at a much lower rate. During the bear market, Prudential Real is likely to outperform the market.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Prudential Real Estate has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Prudential Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
Expense Ratio Date30th of May 2024
Expense Ratio2.0000
  

Prudential Real Relative Risk vs. Return Landscape

If you would invest  1,559  in Prudential Real Estate on October 27, 2025 and sell it today you would lose (41.00) from holding Prudential Real Estate or give up 2.63% of portfolio value over 90 days. Prudential Real Estate is currently producing negative expected returns and takes up 0.7317% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Prudential, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Prudential Real is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.0 times less risky than the market. the firm trades about -0.06 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 of returns per unit of risk over similar time horizon.

Prudential Real Current Valuation

Overvalued
Today
15.18
Please note that Prudential Real's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Prudential Real Estate holds a recent Real Value of $13.97 per share. The prevailing price of the fund is $15.18. We determine the value of Prudential Real Estate 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 Prudential Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Prudential Mutual Fund. However, Prudential Real'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  15.18 Real  13.97 Hype  15.18 Naive  15.11
The intrinsic value of Prudential Real'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 Prudential Real'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.
13.97
Real Value
16.70
Upside
Estimating the potential upside or downside of Prudential Real Estate helps investors to forecast how Prudential 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 Prudential Real more accurately as focusing exclusively on Prudential Real's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.7415.1215.50
Details
Hype
Prediction
LowEstimatedHigh
14.4515.1815.91
Details
Naive
Forecast
LowNext ValueHigh
14.3815.1115.84
Details

Prudential Real Target Price Odds to finish over Current Price

The tendency of Prudential 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 15.18 90 days 15.18 
about 36.94
Based on a normal probability distribution, the odds of Prudential Real to move above the current price in 90 days from now is about 36.94 (This Prudential Real Estate probability density function shows the probability of Prudential Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Prudential Real Estate has a beta of -0.2 indicating as returns on the benchmark increase, returns on holding Prudential Real are expected to decrease at a much lower rate. During a bear market, however, Prudential Real Estate is likely to outperform the market. Additionally Prudential Real Estate has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Prudential Real Price Density   
       Price  

Predictive Modules for Prudential Real

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Prudential Real Estate. 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.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Prudential Real's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
14.4515.1815.91
Details
Intrinsic
Valuation
LowRealHigh
13.2413.9716.70
Details
Naive
Forecast
LowNextHigh
14.3815.1115.84
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.7415.1215.50
Details

Prudential Real Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Prudential Real is not an exception. The market had few large corrections towards the Prudential Real'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 Prudential Real Estate, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Prudential Real within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.04
β
Beta against Dow Jones-0.2
σ
Overall volatility
0.18
Ir
Information ratio -0.16

Prudential Real 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 Prudential Real for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Prudential Real Estate can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Prudential Real generated a negative expected return over the last 90 days
The fund maintains 98.5% of its assets in stocks

Prudential Real Fundamentals Growth

Prudential Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential Real, and Prudential Real 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 Prudential Mutual Fund performance.

About Prudential Real Performance

Evaluating Prudential Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential Real 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 Prudential Real 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 normally invests at least 80 percent of its investable assets in the equity-related securities of real estate companies operating in the United States, principally real estate investment trusts and other real estate securities. PGIM US is traded on NASDAQ Exchange in the United States.

Things to note about Prudential Real Estate performance evaluation

Checking the ongoing alerts about Prudential Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Prudential Real generated a negative expected return over the last 90 days
The fund maintains 98.5% of its assets in stocks
Evaluating Prudential Real's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Prudential Real's mutual fund performance include:
  • Analyzing Prudential Real'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 Prudential Real's stock is overvalued or undervalued compared to its peers.
  • Examining Prudential Real'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 Prudential Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential Real's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Prudential Real's mutual fund. These opinions can provide insight into Prudential Real's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Prudential Real's mutual fund performance is not an exact science, and many factors can impact Prudential Real's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Prudential Mutual Fund

Prudential Real financial ratios help investors to determine whether Prudential 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 Prudential with respect to the benefits of owning Prudential Real security.
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Bonds Directory
Find actively traded corporate debentures issued by US companies
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas