Pgim Laddered Etf Performance
| PBFR Etf | 26.43 0.04 0.15% |
The etf holds a Beta of 0.23, which implies not very significant fluctuations relative to the market. As returns on the market increase, PGIM Laddered's returns are expected to increase less than the market. However, during the bear market, the loss of holding PGIM Laddered is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in PGIM Laddered are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical and fundamental indicators, PGIM Laddered is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
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PGIM |
PGIM Laddered Relative Risk vs. Return Landscape
If you would invest 2,570 in PGIM Laddered on August 26, 2024 and sell it today you would earn a total of 73.00 from holding PGIM Laddered or generate 2.84% return on investment over 90 days. PGIM Laddered is currently generating 0.0434% in daily expected returns and assumes 0.2468% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than PGIM, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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PGIM Laddered Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PGIM Laddered's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as PGIM Laddered, and traders can use it to determine the average amount a PGIM Laddered'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 = 0.1758
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Estimated Market Risk
| 0.25 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average PGIM Laddered is performing at about 13% 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 PGIM Laddered by adding it to a well-diversified portfolio.
About PGIM Laddered Performance
Assessing PGIM Laddered's fundamental ratios provides investors with valuable insights into PGIM Laddered's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the PGIM Laddered is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in PGIM Laddered. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
The market value of PGIM Laddered is measured differently than its book value, which is the value of PGIM that is recorded on the company's balance sheet. Investors also form their own opinion of PGIM Laddered's value that differs from its market value or its book value, called intrinsic value, which is PGIM Laddered's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because PGIM Laddered's market value can be influenced by many factors that don't directly affect PGIM Laddered's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between PGIM Laddered's value and its price as these two are different measures arrived at by different means. Investors typically determine if PGIM Laddered is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PGIM Laddered's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.