Prudential E Bond Fund Manager Performance Evaluation
| TPCAX Fund | USD 8.74 0.02 0.23% |
The fund holds a Beta of -0.0142, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Prudential are expected to decrease at a much lower rate. During the bear market, Prudential is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Prudential E Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Prudential is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Investors sell US equity funds for fifth week in a row - Reuters | 09/30/2024 |
| Expense Ratio Date | 29th of September 2022 | |
| Expense Ratio | 0.6500 |
Prudential |
Prudential Relative Risk vs. Return Landscape
If you would invest 893.00 in Prudential E Bond on September 13, 2024 and sell it today you would lose (19.00) from holding Prudential E Bond or give up 2.13% of portfolio value over 90 days. Prudential E Bond is currently producing negative expected returns and takes up 0.3025% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Prudential, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Prudential Current Valuation
Fairly Valued
Today
Please note that Prudential's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Prudential E Bond holds a recent Real Value of $8.75 per share. The prevailing price of the fund is $8.74. We determine the value of Prudential E Bond 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 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Prudential Mutual Fund. However, Prudential'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 8.74 | Real 8.75 | Hype 8.74 | Naive 8.75 |
The intrinsic value of Prudential'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'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 E Bond 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 more accurately as focusing exclusively on Prudential's fundamentals will not take into account other important factors: Prudential Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Prudential's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Prudential E Bond, and traders can use it to determine the average amount a Prudential'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 = -0.1096
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TPCAX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Prudential is not performing at its full potential. However, 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 by adding Prudential to a well-diversified portfolio.
Prudential Fundamentals Growth
Prudential Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential, and Prudential 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.
| Total Asset | 139.8 M | ||||
About Prudential Performance
Evaluating Prudential's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential 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 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, under normal circumstances, at least 80 percent of the funds investable assets in bonds. For purposes of this policy, bonds include all fixed-income securities, including but not limited to debt obligations issued by the U.S. government and its agencies, corporate debt securities, mortgage-related securities, and asset-backed securities. It invests in securities that are rated investment-grade at the time of purchase.Things to note about Prudential E Bond performance evaluation
Checking the ongoing alerts about Prudential for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential E Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Prudential E Bond generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Prudential E Bond maintains about 10.47% of its assets in bonds |
- Analyzing Prudential'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's stock is overvalued or undervalued compared to its peers.
- Examining Prudential'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's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Prudential's mutual fund. These opinions can provide insight into Prudential's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Prudential Mutual Fund
Prudential 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 security.
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