Prudential Utility Fund Manager Performance Evaluation
| PRUZX Fund | USD 17.67 0.02 0.11% |
The fund holds a Beta of 0.27, which implies not very significant fluctuations relative to the market. As returns on the market increase, Prudential Utility's returns are expected to increase less than the market. However, during the bear market, the loss of holding Prudential Utility is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Prudential Utility Fund are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Prudential Utility showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 0.5700 |
Prudential |
Prudential Utility Relative Risk vs. Return Landscape
If you would invest 1,541 in Prudential Utility Fund on September 1, 2024 and sell it today you would earn a total of 226.00 from holding Prudential Utility Fund or generate 14.67% return on investment over 90 days. Prudential Utility Fund is currently producing 0.2193% returns and takes up 1.0377% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Prudential, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Prudential Utility Current Valuation
Fairly Valued
Today
Please note that Prudential Utility's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Prudential Utility holds a recent Real Value of $17.81 per share. The prevailing price of the fund is $17.67. We determine the value of Prudential Utility 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 Utility is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Prudential Mutual Fund. However, Prudential Utility'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 17.67 | Real 17.81 | Hype 17.67 | Naive 17.9 |
The intrinsic value of Prudential Utility'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 Utility'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 Prudential Utility Fund 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 Utility more accurately as focusing exclusively on Prudential Utility's fundamentals will not take into account other important factors: Prudential Utility Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Prudential Utility's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Prudential Utility Fund, and traders can use it to determine the average amount a Prudential Utility'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 = 0.2114
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Small Returns | PRUZX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Prudential Utility is performing at about 16% 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 Prudential Utility by adding it to a well-diversified portfolio.
Prudential Utility Fundamentals Growth
Prudential Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential Utility, and Prudential Utility 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.
| Price To Earning | 21.08 X | ||||
| Price To Book | 1.73 X | ||||
| Price To Sales | 1.36 X | ||||
| Total Asset | 366.35 M | ||||
About Prudential Utility Performance
Evaluating Prudential Utility's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential Utility 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 Utility 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 equity and equity-related and investment-grade debt securities of utility companies. The term investable assets refers to the funds net assets plus any borrowings for investment purposes. The funds investable assets will be less than its total assets to the extent that it has borrowed money for non-investment purposes, such as to meet anticipated redemptions. It is non-diversified.Things to note about Prudential Utility performance evaluation
Checking the ongoing alerts about Prudential Utility for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential Utility help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Prudential Utility's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Prudential Utility's mutual fund performance include:- Analyzing Prudential Utility'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 Utility's stock is overvalued or undervalued compared to its peers.
- Examining Prudential Utility'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 Utility's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential Utility's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Prudential Utility's mutual fund. These opinions can provide insight into Prudential Utility's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Prudential Mutual Fund
Prudential Utility 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 Utility security.
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