Poplar Forest Partners Fund Net Income
| PFPFX Fund | USD 56.85 0.83 1.44% |
As of the 13th of February 2026, Poplar Forest holds the Risk Adjusted Performance of 0.1789, semi deviation of 0.2819, and Coefficient Of Variation of 463.51. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Poplar Forest, as well as the relationship between them.
Poplar Forest's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Poplar Forest's valuation are provided below:Poplar Forest Partners does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Poplar |
Poplar Forest 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Poplar Forest's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Poplar Forest.
| 11/15/2025 |
| 02/13/2026 |
If you would invest 0.00 in Poplar Forest on November 15, 2025 and sell it all today you would earn a total of 0.00 from holding Poplar Forest Partners or generate 0.0% return on investment in Poplar Forest over 90 days. Poplar Forest is related to or competes with Westcore Colorado, Sp 500, Virtus Global, Alger Mid, Advisors Capital, T Rowe, and Ridgeworth International. The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common ... More
Poplar Forest Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Poplar Forest's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Poplar Forest Partners upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7053 | |||
| Information Ratio | 0.1528 | |||
| Maximum Drawdown | 9.77 | |||
| Value At Risk | (1.15) | |||
| Potential Upside | 1.81 |
Poplar Forest Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Poplar Forest's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Poplar Forest's standard deviation. In reality, there are many statistical measures that can use Poplar Forest historical prices to predict the future Poplar Forest's volatility.| Risk Adjusted Performance | 0.1789 | |||
| Jensen Alpha | 0.2151 | |||
| Total Risk Alpha | 0.1549 | |||
| Sortino Ratio | 0.2778 | |||
| Treynor Ratio | 0.3658 |
Poplar Forest February 13, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1789 | |||
| Market Risk Adjusted Performance | 0.3758 | |||
| Mean Deviation | 0.7773 | |||
| Semi Deviation | 0.2819 | |||
| Downside Deviation | 0.7053 | |||
| Coefficient Of Variation | 463.51 | |||
| Standard Deviation | 1.28 | |||
| Variance | 1.64 | |||
| Information Ratio | 0.1528 | |||
| Jensen Alpha | 0.2151 | |||
| Total Risk Alpha | 0.1549 | |||
| Sortino Ratio | 0.2778 | |||
| Treynor Ratio | 0.3658 | |||
| Maximum Drawdown | 9.77 | |||
| Value At Risk | (1.15) | |||
| Potential Upside | 1.81 | |||
| Downside Variance | 0.4974 | |||
| Semi Variance | 0.0795 | |||
| Expected Short fall | (0.98) | |||
| Skewness | 3.74 | |||
| Kurtosis | 22.45 |
Poplar Forest Partners Backtested Returns
Poplar Forest appears to be very steady, given 3 months investment horizon. Poplar Forest Partners maintains Sharpe Ratio (i.e., Efficiency) of 0.24, which implies the entity had a 0.24 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Poplar Forest Partners, which you can use to evaluate the volatility of the fund. Please evaluate Poplar Forest's Coefficient Of Variation of 463.51, semi deviation of 0.2819, and Risk Adjusted Performance of 0.1789 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.73, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Poplar Forest's returns are expected to increase less than the market. However, during the bear market, the loss of holding Poplar Forest is expected to be smaller as well.
Auto-correlation | 0.64 |
Good predictability
Poplar Forest Partners has good predictability. Overlapping area represents the amount of predictability between Poplar Forest time series from 15th of November 2025 to 30th of December 2025 and 30th of December 2025 to 13th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Poplar Forest Partners price movement. The serial correlation of 0.64 indicates that roughly 64.0% of current Poplar Forest price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.64 | |
| Spearman Rank Test | 0.7 | |
| Residual Average | 0.0 | |
| Price Variance | 0.96 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Poplar Forest Partners reported net income of 0.0. This indicator is about the same for the Poplar Forest Capital average (which is currently at 0.0) family and about the same as Mid-Cap Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Poplar Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Poplar Forest's current stock value. Our valuation model uses many indicators to compare Poplar Forest value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Poplar Forest competition to find correlations between indicators driving Poplar Forest's intrinsic value. More Info.Poplar Forest Partners is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Poplar Forest Partners is roughly 11.86 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Poplar Forest's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Poplar Forest
The fund consists of 98.95% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Poplar Forest's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Poplar Fundamentals
| Price To Earning | 15.66 X | ||||
| Price To Book | 1.32 X | ||||
| Price To Sales | 1.00 X | ||||
| Total Asset | 34.66 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 6.82 % | ||||
| One Year Return | 26.34 % | ||||
| Three Year Return | 11.53 % | ||||
| Five Year Return | 13.15 % | ||||
| Ten Year Return | 6.77 % | ||||
| Net Asset | 336.27 M | ||||
| Minimum Initial Investment | 25 K | ||||
| Last Dividend Paid | 0.94 | ||||
| Cash Position Weight | 1.05 % | ||||
| Equity Positions Weight | 98.95 % |
About Poplar Forest Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Poplar Forest Partners's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Poplar Forest using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Poplar Forest Partners based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Poplar Mutual Fund
Poplar Forest financial ratios help investors to determine whether Poplar 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 Poplar with respect to the benefits of owning Poplar Forest security.
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