Riskproreg Pfg 30 Fund Key Fundamental Indicators
| PFSMX Fund | USD 9.61 0.13 1.33% |
As of the 15th of February 2026, Riskproreg; Pfg holds the Semi Deviation of 0.6172, risk adjusted performance of 0.0631, and Coefficient Of Variation of 1236.5. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Riskproreg; Pfg, as well as the relationship between them.
Riskproreg; Pfg'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 Riskproreg; Pfg's valuation are provided below:Riskproreg Pfg 30 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. Riskproreg; |
Riskproreg; Pfg '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 Riskproreg; Pfg'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 Riskproreg; Pfg.
| 11/17/2025 |
| 02/15/2026 |
If you would invest 0.00 in Riskproreg; Pfg on November 17, 2025 and sell it all today you would earn a total of 0.00 from holding Riskproreg Pfg 30 or generate 0.0% return on investment in Riskproreg; Pfg over 90 days. Riskproreg; Pfg is related to or competes with Central Europe, Gdl Closed, Wesmark Balanced, Reynolds Blue, Ivy Energy, Riskproreg Pfg, and Redwood Managed. The fund seeks to achieve its investment objective by investing more than 80 percent of the funds assets, plus any amoun... More
Riskproreg; Pfg 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 Riskproreg; Pfg'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 Riskproreg Pfg 30 upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7212 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 3.23 | |||
| Value At Risk | (1.20) | |||
| Potential Upside | 0.9564 |
Riskproreg; Pfg Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Riskproreg; Pfg's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Riskproreg; Pfg's standard deviation. In reality, there are many statistical measures that can use Riskproreg; Pfg historical prices to predict the future Riskproreg; Pfg's volatility.| Risk Adjusted Performance | 0.0631 | |||
| Jensen Alpha | 0.0021 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.063 |
Riskproreg; Pfg February 15, 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 | 0.0631 | |||
| Market Risk Adjusted Performance | 0.073 | |||
| Mean Deviation | 0.511 | |||
| Semi Deviation | 0.6172 | |||
| Downside Deviation | 0.7212 | |||
| Coefficient Of Variation | 1236.5 | |||
| Standard Deviation | 0.6613 | |||
| Variance | 0.4373 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | 0.0021 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.063 | |||
| Maximum Drawdown | 3.23 | |||
| Value At Risk | (1.20) | |||
| Potential Upside | 0.9564 | |||
| Downside Variance | 0.5201 | |||
| Semi Variance | 0.381 | |||
| Expected Short fall | (0.55) | |||
| Skewness | (0.17) | |||
| Kurtosis | 0.2403 |
Riskproreg Pfg 30 Backtested Returns
At this stage we consider Riskproreg; Mutual Fund to be very steady. Riskproreg Pfg 30 maintains Sharpe Ratio (i.e., Efficiency) of 0.14, which implies the entity had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Riskproreg Pfg 30, which you can use to evaluate the volatility of the fund. Please check Riskproreg; Pfg's Coefficient Of Variation of 1236.5, semi deviation of 0.6172, and Risk Adjusted Performance of 0.0631 to confirm if the risk estimate we provide is consistent with the expected return of 0.0918%. The fund holds a Beta of 0.69, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Riskproreg; Pfg's returns are expected to increase less than the market. However, during the bear market, the loss of holding Riskproreg; Pfg is expected to be smaller as well.
Auto-correlation | 0.67 |
Good predictability
Riskproreg Pfg 30 has good predictability. Overlapping area represents the amount of predictability between Riskproreg; Pfg time series from 17th of November 2025 to 1st of January 2026 and 1st of January 2026 to 15th 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 Riskproreg Pfg 30 price movement. The serial correlation of 0.67 indicates that around 67.0% of current Riskproreg; Pfg price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.67 | |
| Spearman Rank Test | 0.39 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Riskproreg Pfg 30 has a Year To Date Return of 3.2086%. This is much higher than that of the The Pacific Financial Group family and significantly higher than that of the World Large-Stock Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Riskproreg Pfg 30 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Riskproreg; Pfg's current stock value. Our valuation model uses many indicators to compare Riskproreg; Pfg value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Riskproreg; Pfg competition to find correlations between indicators driving Riskproreg; Pfg's intrinsic value. More Info.Riskproreg Pfg 30 is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 3.34 of One Year Return per Year To Date Return. 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 Riskproreg; Pfg's earnings, one of the primary drivers of an investment's value.Riskproreg; Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Riskproreg; Pfg's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Riskproreg; Pfg could also be used in its relative valuation, which is a method of valuing Riskproreg; Pfg by comparing valuation metrics of similar companies.Riskproreg Pfg is currently under evaluation in year to date return among similar funds.
Riskproreg; Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Riskproreg; Pfg's current stock value. Our valuation model uses many indicators to compare Riskproreg; Pfg value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Riskproreg; Pfg competition to find correlations between indicators driving Riskproreg; Pfg's intrinsic value. More Info.Riskproreg Pfg 30 is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 3.34 of One Year Return per Year To Date Return. 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 Riskproreg; Pfg's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Riskproreg; Pfg
The fund consists of 93.38% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Riskproreg; Pfg'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.
Riskproreg; Fundamentals
| Total Asset | 100.97 M | ||||
| Year To Date Return | 3.21 % | ||||
| One Year Return | 10.72 % | ||||
| Three Year Return | 11.16 % | ||||
| Five Year Return | 6.25 % | ||||
| Net Asset | 100.97 M | ||||
| Cash Position Weight | 6.20 % | ||||
| Equity Positions Weight | 93.38 % | ||||
| Bond Positions Weight | 0.30 % |
About Riskproreg; Pfg Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Riskproreg Pfg 30's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Riskproreg; Pfg using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Riskproreg Pfg 30 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.The fund seeks to achieve its investment objective by investing more than 80 percent of the funds assets, plus any amounts for borrowing, in shares of mutual funds and exchange-traded funds managed by MFS. The balance of the funds net assets will be invested in MFS underlying funds or mutual funds or ETFs managed by the advisers other than MFS , under normal market circumstances.
Also Currently Popular
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 Riskproreg; Mutual Fund
Riskproreg; Pfg financial ratios help investors to determine whether Riskproreg; 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 Riskproreg; with respect to the benefits of owning Riskproreg; Pfg security.
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