Poplar Forest Partners Fund Manager Performance Evaluation
| IPFPX Fund | USD 56.58 0.27 0.48% |
The fund holds a Beta of 0.84, 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.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Poplar Forest Partners are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Poplar Forest 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 January 2023 | |
| Expense Ratio | 0.9500 |
Poplar |
Poplar Forest Relative Risk vs. Return Landscape
If you would invest 5,426 in Poplar Forest Partners on August 30, 2024 and sell it today you would earn a total of 232.00 from holding Poplar Forest Partners or generate 4.28% return on investment over 90 days. Poplar Forest Partners is currently producing 0.0683% returns and takes up 0.7601% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Poplar, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Poplar Forest Current Valuation
Fairly Valued
Today
Please note that Poplar Forest's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Poplar Forest Partners holds a recent Real Value of $56.05 per share. The prevailing price of the fund is $56.58. We determine the value of Poplar Forest Partners 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 Poplar Forest is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Poplar Mutual Fund. However, Poplar Forest'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 56.58 | Real 56.05 | Hype 56.58 |
The intrinsic value of Poplar Forest'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 Poplar Forest'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 Poplar Forest Partners helps investors to forecast how Poplar 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 Poplar Forest more accurately as focusing exclusively on Poplar Forest's fundamentals will not take into account other important factors: Poplar Forest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Poplar Forest's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Poplar Forest Partners, and traders can use it to determine the average amount a Poplar Forest'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 = 0.0898
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| Cash | IPFPX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Poplar Forest is performing at about 7% 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 Poplar Forest by adding it to a well-diversified portfolio.
Poplar Forest Fundamentals Growth
Poplar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Poplar Forest, and Poplar Forest 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 Poplar Mutual Fund performance.
| Price To Earning | 15.66 X | ||||
| Price To Book | 1.32 X | ||||
| Price To Sales | 1.00 X | ||||
| Total Asset | 295.23 M | ||||
About Poplar Forest Performance
Evaluating Poplar Forest's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Poplar Forest 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 Poplar Forest 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 seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. It generally focuses on 25 to 35 companies with an investment grade debt rating, a history of paying common stock dividends, and a market capitalization among the top 1,000 companies in the United States.Things to note about Poplar Forest Partners performance evaluation
Checking the ongoing alerts about Poplar Forest for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Poplar Forest Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 97.14% of its assets under management (AUM) in equities |
- Analyzing Poplar Forest'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 Poplar Forest's stock is overvalued or undervalued compared to its peers.
- Examining Poplar Forest'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 Poplar Forest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Poplar Forest's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Poplar Forest's mutual fund. These opinions can provide insight into Poplar Forest's potential for growth and whether the stock is currently undervalued or overvalued.
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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