Pgim Esg Total Fund Manager Performance Evaluation
| PAJBX Fund | USD 8.30 0.03 0.36% |
The fund holds a Beta of -0.0509, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pgim Esg are expected to decrease at a much lower rate. During the bear market, Pgim Esg is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Pgim Esg Total has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Pgim Esg is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Pgim Esg Relative Risk vs. Return Landscape
If you would invest 834.00 in Pgim Esg Total on September 1, 2024 and sell it today you would lose (4.00) from holding Pgim Esg Total or give up 0.48% of portfolio value over 90 days. Pgim Esg Total is currently producing negative expected returns and takes up 0.2892% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Pgim, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pgim Esg Current Valuation
Overvalued
Today
Please note that Pgim Esg's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Pgim Esg Total holds a recent Real Value of $8.1 per share. The prevailing price of the fund is $8.3. We determine the value of Pgim Esg Total 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 Pgim Esg is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pgim Mutual Fund. However, Pgim Esg'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 8.3 | Real 8.1 | Hype 8.3 | Naive 8.32 |
The intrinsic value of Pgim Esg'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 Pgim Esg'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 Pgim Esg Total helps investors to forecast how Pgim 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 Pgim Esg more accurately as focusing exclusively on Pgim Esg's fundamentals will not take into account other important factors: Pgim Esg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pgim Esg's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pgim Esg Total, and traders can use it to determine the average amount a Pgim Esg'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 = -0.0246
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PAJBX |
Estimated Market Risk
| 0.29 actual daily | 2 98% 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 | 0 Most of other assets perform better |
Based on monthly moving average Pgim Esg is not performing at its full potential. However, 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 Pgim Esg by adding Pgim Esg to a well-diversified portfolio.
Pgim Esg Fundamentals Growth
Pgim Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pgim Esg, and Pgim Esg 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 Pgim Mutual Fund performance.
| Total Asset | 24.52 M | ||||
About Pgim Esg Performance
Evaluating Pgim Esg's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pgim Esg 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 Pgim Esg 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 invests, under normal circumstances, at least 80 percent of its investable assets in bonds that, at the time of investment, are included in the investable universe based on the sub-advisers ESG methodology. Bonds include all fixed income securities, other than preferred stock, with a maturity at date of issue of greater than one year. The sub-adviser allocates assets among different debt securities, including U.S. government securities, mortgage-related and asset-backed securities, corporate debt securities and foreign debt securities.Things to note about Pgim Esg Total performance evaluation
Checking the ongoing alerts about Pgim Esg for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pgim Esg Total help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pgim Esg Total generated a negative expected return over the last 90 days | |
| The fund maintains about 5.39% of its assets in cash |
- Analyzing Pgim Esg'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 Pgim Esg's stock is overvalued or undervalued compared to its peers.
- Examining Pgim Esg'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 Pgim Esg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pgim Esg's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pgim Esg's mutual fund. These opinions can provide insight into Pgim Esg's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pgim Mutual Fund
Pgim Esg financial ratios help investors to determine whether Pgim 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 Pgim with respect to the benefits of owning Pgim Esg security.
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