Paydenkravitz Cash Balance Fund Manager Performance Evaluation
| PKCIX Fund | USD 10.22 0.01 0.1% |
The fund holds a Beta of 0.0348, which implies not very significant fluctuations relative to the market. As returns on the market increase, Payden/kravitz Cash's returns are expected to increase less than the market. However, during the bear market, the loss of holding Payden/kravitz Cash is expected to be smaller as well.
Risk-Adjusted Performance
High
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Paydenkravitz Cash Balance are ranked lower than 37 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Payden/kravitz Cash 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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Payden/kravitz |
Payden/kravitz Cash Relative Risk vs. Return Landscape
If you would invest 999.00 in Paydenkravitz Cash Balance on November 13, 2025 and sell it today you would earn a total of 23.00 from holding Paydenkravitz Cash Balance or generate 2.3% return on investment over 90 days. Paydenkravitz Cash Balance is currently producing 0.038% returns and takes up 0.0797% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Payden/kravitz, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Payden/kravitz Cash Current Valuation
Overvalued
Today
Please note that Payden/kravitz Cash's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Payden/kravitz Cash holds a recent Real Value of $9.38 per share. The prevailing price of the fund is $10.22. We determine the value of Payden/kravitz Cash 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 Payden/kravitz Cash is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Payden/kravitz Mutual Fund. However, Payden/kravitz Cash'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 10.22 | Real 9.38 | Hype 10.22 |
The intrinsic value of Payden/kravitz Cash'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 Payden/kravitz Cash'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 Paydenkravitz Cash Balance helps investors to forecast how Payden/kravitz 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 Payden/kravitz Cash more accurately as focusing exclusively on Payden/kravitz Cash's fundamentals will not take into account other important factors: Payden/kravitz Cash Target Price Odds to finish over Current Price
The tendency of Payden/kravitz 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.22 | 90 days | 10.22 | about 1.59 |
Based on a normal probability distribution, the odds of Payden/kravitz Cash to move above the current price in 90 days from now is about 1.59 (This Paydenkravitz Cash Balance probability density function shows the probability of Payden/kravitz Mutual Fund to fall within a particular range of prices over 90 days) .
Payden/kravitz Cash Price Density |
| Price |
Predictive Modules for Payden/kravitz Cash
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Payden/kravitz Cash. 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.Payden/kravitz Cash Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Payden/kravitz Cash is not an exception. The market had few large corrections towards the Payden/kravitz Cash'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 Paydenkravitz Cash Balance, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Payden/kravitz Cash within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.03 | |
σ | Overall volatility | 0.07 | |
Ir | Information ratio | -0.72 |
Payden/kravitz Cash 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 Payden/kravitz Cash for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Payden/kravitz Cash can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Payden/kravitz is showing solid risk-adjusted performance over 90 days | |
| The fund maintains about 14.3% of its assets in cash |
Payden/kravitz Cash Fundamentals Growth
Payden/kravitz Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Payden/kravitz Cash, and Payden/kravitz Cash 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 Payden/kravitz Mutual Fund performance.
| Total Asset | 103.27 M | ||||
About Payden/kravitz Cash Performance
Evaluating Payden/kravitz Cash's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Payden/kravitz Cash 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 Payden/kravitz Cash 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 is designed as an investment vehicle for cash balance pension plans. It seeks to earn a total return, net of fees and expenses, that is equivalent to the interest crediting rate established by the Internal Revenue Service for cash balance pension plans using the 30-year U.S. Treasury Bond Yield. The fund advisor seeks to earn this rate each calendar year. It invests in a wide variety of debt instruments and income-producing securities.Things to note about Payden/kravitz Cash performance evaluation
Checking the ongoing alerts about Payden/kravitz Cash for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Payden/kravitz Cash help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Payden/kravitz is showing solid risk-adjusted performance over 90 days | |
| The fund maintains about 14.3% of its assets in cash |
- Analyzing Payden/kravitz Cash'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 Payden/kravitz Cash's stock is overvalued or undervalued compared to its peers.
- Examining Payden/kravitz Cash'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 Payden/kravitz Cash's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Payden/kravitz Cash's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Payden/kravitz Cash's mutual fund. These opinions can provide insight into Payden/kravitz Cash's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Payden/kravitz Mutual Fund
Payden/kravitz Cash financial ratios help investors to determine whether Payden/kravitz 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 Payden/kravitz with respect to the benefits of owning Payden/kravitz Cash security.
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