Midcap Sp 400 Fund Manager Performance Evaluation
| PMAPX Fund | USD 26.96 0.02 0.07% |
The fund secures a Beta (Market Risk) of 1.17, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Midcap Sp will likely underperform.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Midcap Sp 400 are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Midcap Sp may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.1600 |
Midcap |
Midcap Sp Relative Risk vs. Return Landscape
If you would invest 2,405 in Midcap Sp 400 on September 1, 2024 and sell it today you would earn a total of 291.00 from holding Midcap Sp 400 or generate 12.1% return on investment over 90 days. Midcap Sp 400 is currently producing 0.1829% returns and takes up 0.9351% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Midcap, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Midcap Sp Current Valuation
Fairly Valued
Today
Please note that Midcap Sp's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Midcap Sp 400 secures a last-minute Real Value of $26.53 per share. The latest price of the fund is $26.96. We determine the value of Midcap Sp 400 from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend 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 Midcap Sp is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Midcap Mutual Fund. However, Midcap Sp'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 26.96 | Real 26.53 | Hype 26.94 |
The intrinsic value of Midcap Sp'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 Midcap Sp'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 Midcap Sp 400 helps investors to forecast how Midcap 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 Midcap Sp more accurately as focusing exclusively on Midcap Sp's fundamentals will not take into account other important factors: Midcap Sp Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Midcap Sp's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Midcap Sp 400, and traders can use it to determine the average amount a Midcap Sp'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 = 0.1956
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PMAPX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Midcap Sp is performing at about 15% 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 Midcap Sp by adding it to a well-diversified portfolio.
Midcap Sp Fundamentals Growth
Midcap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Midcap Sp, and Midcap Sp 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 Midcap Mutual Fund performance.
| Total Asset | 1.28 B | ||||
About Midcap Sp Performance
Evaluating Midcap Sp's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Midcap Sp 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 Midcap Sp 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 invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the Standard Poors MidCap 400 Index at the time of purchase. The index is designed to represent U.S. equities with riskreturn characteristics of the mid cap universe.Things to note about Midcap Sp 400 performance evaluation
Checking the ongoing alerts about Midcap Sp for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Midcap Sp 400 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Midcap Sp's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Midcap Sp's mutual fund performance include:- Analyzing Midcap Sp'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 Midcap Sp's stock is overvalued or undervalued compared to its peers.
- Examining Midcap Sp'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 Midcap Sp's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Midcap Sp's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Midcap Sp's mutual fund. These opinions can provide insight into Midcap Sp's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Midcap Mutual Fund
Midcap Sp financial ratios help investors to determine whether Midcap 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 Midcap with respect to the benefits of owning Midcap Sp security.
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