Core Plus Bond Fund Market Value
| PMSIX Fund | USD 9.21 0.03 0.32% |
| Symbol | Core |
Core Plus '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 Core Plus' 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 Core Plus.
| 12/03/2025 |
| 03/03/2026 |
If you would invest 0.00 in Core Plus on December 3, 2025 and sell it all today you would earn a total of 0.00 from holding Core Plus Bond or generate 0.0% return on investment in Core Plus over 90 days. Core Plus is related to or competes with Dodge Cox, Aqr Large, Morningstar Unconstrained, Strategic Allocation:, Guidemark Large, Qs Us, and Ab Global. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment p... More
Core Plus 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 Core Plus' 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 Core Plus Bond upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2073 | |||
| Information Ratio | (0.34) | |||
| Maximum Drawdown | 0.8691 | |||
| Value At Risk | (0.32) | |||
| Potential Upside | 0.3297 |
Core Plus Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Core Plus' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Core Plus' standard deviation. In reality, there are many statistical measures that can use Core Plus historical prices to predict the future Core Plus' volatility.| Risk Adjusted Performance | 0.0447 | |||
| Jensen Alpha | 0.0081 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.30) | |||
| Treynor Ratio | 2.33 |
Core Plus March 3, 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 | 0.0447 | |||
| Market Risk Adjusted Performance | 2.34 | |||
| Mean Deviation | 0.1419 | |||
| Semi Deviation | 0.0611 | |||
| Downside Deviation | 0.2073 | |||
| Coefficient Of Variation | 1003.36 | |||
| Standard Deviation | 0.1844 | |||
| Variance | 0.034 | |||
| Information Ratio | (0.34) | |||
| Jensen Alpha | 0.0081 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.30) | |||
| Treynor Ratio | 2.33 | |||
| Maximum Drawdown | 0.8691 | |||
| Value At Risk | (0.32) | |||
| Potential Upside | 0.3297 | |||
| Downside Variance | 0.043 | |||
| Semi Variance | 0.0037 | |||
| Expected Short fall | (0.21) | |||
| Skewness | 0.0757 | |||
| Kurtosis | (0.0006) |
Core Plus Bond Backtested Returns
At this stage we consider Core Mutual Fund to be very steady. Core Plus Bond secures Sharpe Ratio (or Efficiency) of 0.0794, which signifies that the fund had a 0.0794 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Core Plus Bond, which you can use to evaluate the volatility of the entity. Please confirm Core Plus' Risk Adjusted Performance of 0.0447, downside deviation of 0.2073, and Mean Deviation of 0.1419 to double-check if the risk estimate we provide is consistent with the expected return of 0.0145%. The fund shows a Beta (market volatility) of 0.0036, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Core Plus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Core Plus is expected to be smaller as well.
Auto-correlation | 0.71 |
Good predictability
Core Plus Bond has good predictability. Overlapping area represents the amount of predictability between Core Plus time series from 3rd of December 2025 to 17th of January 2026 and 17th of January 2026 to 3rd of March 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 Core Plus Bond price movement. The serial correlation of 0.71 indicates that around 71.0% of current Core Plus price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.71 | |
| Spearman Rank Test | 0.77 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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 Core Mutual Fund
Core Plus financial ratios help investors to determine whether Core 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 Core with respect to the benefits of owning Core Plus security.
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