Power Floating Rate Fund Manager Performance Evaluation
| FLOTX Fund | USD 9.70 0.01 0.10% |
The fund holds a Beta of 0.0494, which implies not very significant fluctuations relative to the market. As returns on the market increase, Power Floating's returns are expected to increase less than the market. However, during the bear market, the loss of holding Power Floating is expected to be smaller as well.
Risk-Adjusted Performance
32 of 100
Weak | Strong |
Very Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Power Floating Rate are ranked lower than 32 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Power Floating 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 | 28th of October 2022 | |
| Expense Ratio | 1.7300 |
Power |
Power Floating Relative Risk vs. Return Landscape
If you would invest 953.00 in Power Floating Rate on August 27, 2024 and sell it today you would earn a total of 17.00 from holding Power Floating Rate or generate 1.78% return on investment over 90 days. Power Floating Rate is currently producing 0.0277% returns and takes up 0.0674% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Power, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Power Floating Current Valuation
Overvalued
Today
Please note that Power Floating's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Power Floating Rate holds a recent Real Value of $8.91 per share. The prevailing price of the fund is $9.7. We determine the value of Power Floating Rate 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 Power Floating is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Power Mutual Fund. However, Power Floating'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 9.7 | Real 8.91 | Hype 9.7 | Naive 9.71 |
The intrinsic value of Power Floating'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 Power Floating'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 Power Floating Rate helps investors to forecast how Power 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 Power Floating more accurately as focusing exclusively on Power Floating's fundamentals will not take into account other important factors: Power Floating Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Power Floating's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Power Floating Rate, and traders can use it to determine the average amount a Power Floating'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 = 0.4103
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| FLOTX |
Based on monthly moving average Power Floating is performing at about 32% 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 Power Floating by adding it to a well-diversified portfolio.
Power Floating Fundamentals Growth
Power Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Power Floating, and Power Floating 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 Power Mutual Fund performance.
| Total Asset | 90.97 M | ||||
About Power Floating Performance
Evaluating Power Floating's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Power Floating 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 Power Floating 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 adviser seeks to achieve its investment objectives by managing The fund invests in a manner that follows a rules based strategy that employs a disciplined investment selection process with tactical overlays that determines whether it will be in a bullish or defensive position. The fund has adopted a non-fundamental policy to invest at least 80 percent of its net assets in the constituent securities that make up the model.Things to note about Power Floating Rate performance evaluation
Checking the ongoing alerts about Power Floating for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Power Floating Rate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Power is showing solid risk-adjusted performance over 90 days | |
| The fund retains about 9.36% of its assets under management (AUM) in cash |
- Analyzing Power Floating'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 Power Floating's stock is overvalued or undervalued compared to its peers.
- Examining Power Floating'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 Power Floating's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Power Floating's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Power Floating's mutual fund. These opinions can provide insight into Power Floating's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Power Mutual Fund
Power Floating financial ratios help investors to determine whether Power 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 Power with respect to the benefits of owning Power Floating security.
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