Power Income Fund Manager Performance Evaluation
| PWRCX Fund | USD 9.03 0.03 0.33% |
The fund holds a Beta of -0.0128, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Power Income are expected to decrease at a much lower rate. During the bear market, Power Income is likely to outperform the market.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Power Income Fund are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Power Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Is T. Rowe Price Capital Appreciation Fund a Strong Mutual Fund Pick Right Now - MSN | 09/06/2024 |
| Expense Ratio Date | 28th of October 2022 | |
| Expense Ratio | 2.7600 |
Power |
Power Income Relative Risk vs. Return Landscape
If you would invest 894.00 in Power Income Fund on August 31, 2024 and sell it today you would earn a total of 9.00 from holding Power Income Fund or generate 1.01% return on investment over 90 days. Power Income Fund is currently producing 0.0161% returns and takes up 0.1865% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Power, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Power Income Current Valuation
Fairly Valued
Today
Please note that Power Income's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Power Income holds a recent Real Value of $8.97 per share. The prevailing price of the fund is $9.03. We determine the value of Power Income 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 Power Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Power Mutual Fund. However, Power Income'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 9.03 | Real 8.97 | Hype 9.03 | Naive 9.07 |
The intrinsic value of Power Income'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 Power Income'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 Power Income Fund helps investors to forecast how Power 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 Power Income more accurately as focusing exclusively on Power Income's fundamentals will not take into account other important factors: Power Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Power Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Power Income Fund, and traders can use it to determine the average amount a Power Income'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 = 0.0862
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PWRCX |
Estimated Market Risk
| 0.19 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Power Income is performing at about 6% 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 Power Income by adding it to a well-diversified portfolio.
Power Income Fundamentals Growth
Power Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Power Income, and Power Income 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 Power Mutual Fund performance.
| Price To Earning | 21.28 X | |||
| Price To Book | 1.15 X | |||
| Price To Sales | 2.24 X | |||
| Total Asset | 960 K | |||
About Power Income Performance
Evaluating Power Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Power Income 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 Power Income 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 in income-producing fixed income and alternative strategy exchange-traded funds . Fixed income ETFs may invest in non-investment grade fixed income securities, commonly known as high yield or junk bonds that are rated below Baa3 by Moodys Investors Service or similarly by another rating agency. It may also invest in ETFs that primarily invest in dividend-paying equity securities of U.S., foreign and emerging market issuers.Things to note about Power Income performance evaluation
Checking the ongoing alerts about Power Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Power Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of 0.0% | |
| Power Income maintains most of the assets in different exotic instruments. |
- Analyzing Power Income'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 Power Income's stock is overvalued or undervalued compared to its peers.
- Examining Power Income'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 Power Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Power Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Power Income's mutual fund. These opinions can provide insight into Power Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Power Mutual Fund
Power Income financial ratios help investors to determine whether Power 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 Power with respect to the benefits of owning Power Income security.
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