Pax Large Cap Fund Manager Performance Evaluation
| PXLIX Fund | USD 15.54 0.07 0.45% |
The fund holds a Beta of 0.82, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pax Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pax Large is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Pax Large Cap are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Pax Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.7300 |
Pax |
Pax Large Relative Risk vs. Return Landscape
If you would invest 1,472 in Pax Large Cap on September 1, 2024 and sell it today you would earn a total of 82.00 from holding Pax Large Cap or generate 5.57% return on investment over 90 days. Pax Large Cap is currently producing 0.0874% returns and takes up 0.7309% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Pax, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pax Large Current Valuation
Fairly Valued
Today
Please note that Pax Large's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pax Large Cap holds a recent Real Value of $15.41 per share. The prevailing price of the fund is $15.54. We determine the value of Pax Large Cap 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 Pax Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pax Mutual Fund. However, Pax Large'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 15.54 | Real 15.41 | Hype 15.54 | Naive 15.67 |
The intrinsic value of Pax Large'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 Pax Large'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 Pax Large Cap helps investors to forecast how Pax 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 Pax Large more accurately as focusing exclusively on Pax Large's fundamentals will not take into account other important factors: Pax Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pax Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pax Large Cap, and traders can use it to determine the average amount a Pax Large'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 = 0.1195
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | PXLIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Pax Large is performing at about 9% 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 Pax Large by adding it to a well-diversified portfolio.
Pax Large Fundamentals Growth
Pax Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pax Large, and Pax Large 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 Pax Mutual Fund performance.
| Total Asset | 1.37 B | ||||
About Pax Large Performance
Evaluating Pax Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pax Large 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 Pax Large 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 market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies that, when purchased, have capitalizations within the range of Standard Poors 500 Index as measured by market capitalization. It may invest up to 45 percent of its assets in securities of non-U.S. issuers, including American Depositary Receipts . The fund may invest no more than 25 percent of its assets in securities of non-U.S. issuers other than ADRs.Things to note about Pax Large Cap performance evaluation
Checking the ongoing alerts about Pax Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pax Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pax Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pax Large's mutual fund performance include:- Analyzing Pax Large'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 Pax Large's stock is overvalued or undervalued compared to its peers.
- Examining Pax Large'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 Pax Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pax Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pax Large's mutual fund. These opinions can provide insight into Pax Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pax Mutual Fund
Pax Large financial ratios help investors to determine whether Pax 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 Pax with respect to the benefits of owning Pax Large security.
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