Platinum Asia Investments Fund Manager Performance Evaluation
| PAI Fund | USD 12.49 0.04 0.32% |
The fund holds a Beta of 0.066, which implies not very significant fluctuations relative to the market. As returns on the market increase, Platinum Asia's returns are expected to increase less than the market. However, during the bear market, the loss of holding Platinum Asia is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Platinum Asia Investments are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. Despite fairly strong basic indicators, Platinum Asia is not utilizing all of its potentials. The latest stock price confusion, may contribute to short-horizon losses for the traders.
...more1 | PAI Fed Turns Dovish, Whats Next For This Bond Fund - Seeking Alpha | 09/19/2024 |
2 | PAI Partners flagship fund selects BNP Paribas as depositary bank - Asset Servicing Times | 09/25/2024 |
3 | Ajit Pai Congress Should Fund the USF - BroadbandBreakfast.com | 11/21/2024 |
| Expense Ratio | 0.8100 |
Platinum |
Platinum Asia Relative Risk vs. Return Landscape
If you would invest 1,241 in Platinum Asia Investments on August 28, 2024 and sell it today you would earn a total of 8.00 from holding Platinum Asia Investments or generate 0.64% return on investment over 90 days. Platinum Asia Investments is generating 0.0123% of daily returns assuming volatility of 0.648% on return distribution over 90 days investment horizon. In other words, 5% of funds are less volatile than Platinum, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Platinum Asia Current Valuation
Fairly Valued
Today
Please note that Platinum Asia's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Platinum Asia Investments holds a recent Real Value of $12.47 per share. The prevailing price of the fund is $12.49. We determine the value of Platinum Asia Investments from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support purchasing undervalued funds and trading away overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Platinum Asia is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Platinum Fund. However, Platinum Asia'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 12.49 | Real 12.47 | Hype 12.49 | Naive 12.25 |
The intrinsic value of Platinum Asia's stock can be calculated using various methods such as discounted cash flow or dividend analysis. That value may differ from its market price, which is determined by factors such as investor sentiment, market trends, headlines, and other external factors that may influence Platinum Asia's stock price.
Estimating the potential upside or downside of Platinum Asia Investments helps investors to forecast how Platinum 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 Platinum Asia more accurately as focusing exclusively on Platinum Asia's fundamentals will not take into account other important factors: Platinum Asia Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Platinum Asia's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Platinum Asia Investments, and traders can use it to determine the average amount a Platinum Asia'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 = 0.0189
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PAI |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Platinum Asia is performing at about 1% 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 Platinum Asia by adding it to a well-diversified portfolio.
Platinum Asia Fundamentals Growth
Platinum Fund prices reflect investors' perceptions of the future prospects and financial health of Platinum Asia, and Platinum Asia 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 Platinum Fund performance.
| Return On Equity | -17.05 | ||||
| Return On Asset | 2.48 | ||||
| Operating Margin | 84.38 % | ||||
| Current Valuation | 106.33 M | ||||
| Shares Outstanding | 9.51 M | ||||
| Price To Earning | 8.80 X | ||||
| Price To Book | 0.73 X | ||||
| Price To Sales | 17.37 X | ||||
| Revenue | 6.49 M | ||||
| Cash And Equivalents | 172.44 K | ||||
| Cash Per Share | 0.02 X | ||||
| Book Value Per Share | 16.23 X | ||||
| Earnings Per Share | 1.35 X | ||||
| Total Asset | 102.33 M | ||||
| Retained Earnings | (41.89 M) | ||||
About Platinum Asia Performance
By evaluating Platinum Asia's fundamental ratios, stakeholders can gain valuable insights into Platinum Asia's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Platinum Asia 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 Platinum Asia 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.
Western Asset Income Fund is a closed-ended fixed income mutual fund launched and managed by Western Asset Management Company. It is co-managed by Western Asset Management Company Limited. The fund invests in the fixed income markets of the United States. It primarily invests in investment grade debt, including government securities, bank debt, commercial paper, and cash or cash equivalents. The fund benchmarks the performance of its portfolio against the Barclays U.S. Corporate High Yield Index and the Barclays U.S. Credit Index. Western Asset Income Fund was formed on March 22, 1973 and is domiciled in the United States.Things to note about Platinum Asia Investments performance evaluation
Checking the ongoing alerts about Platinum Asia for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Platinum Asia Investments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Ajit Pai Congress Should Fund the USF - BroadbandBreakfast.com | |
| The fund generated three year return of -2.0% |
- Analyzing Platinum Asia'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 Platinum Asia's stock is overvalued or undervalued compared to its peers.
- Examining Platinum Asia'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 Platinum Asia's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Platinum Asia's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Platinum Asia's fund. These opinions can provide insight into Platinum Asia's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Platinum Fund
Platinum Asia financial ratios help investors to determine whether Platinum 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 Platinum with respect to the benefits of owning Platinum Asia security.
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