Pace Smallmedium Growth Fund Manager Performance Evaluation
| PCSGX Fund | USD 15.73 0.13 0.82% |
The fund holds a Beta of 0.54, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pace Small/medium's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pace Small/medium is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Pace Smallmedium Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Pace Small/medium is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0800 |
Pace |
Pace Small/medium Relative Risk vs. Return Landscape
If you would invest 1,656 in Pace Smallmedium Growth on November 11, 2024 and sell it today you would lose (83.00) from holding Pace Smallmedium Growth or give up 5.01% of portfolio value over 90 days. Pace Smallmedium Growth is currently producing negative expected returns and takes up 1.1702% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Pace, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pace Small/medium Current Valuation
Fairly Valued
Today
Please note that Pace Small/medium's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pace Smallmedium Growth holds a recent Real Value of $15.78 per share. The prevailing price of the fund is $15.73. We determine the value of Pace Smallmedium Growth 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 Pace Small/medium is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pace Mutual Fund. However, Pace Small/medium'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 15.73 | Real 15.78 | Hype 15.73 | Naive 15.0 |
The intrinsic value of Pace Small/medium'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 Pace Small/medium'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 Pace Smallmedium Growth helps investors to forecast how Pace 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 Pace Small/medium more accurately as focusing exclusively on Pace Small/medium's fundamentals will not take into account other important factors: Pace Small/medium Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pace Small/medium's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pace Smallmedium Growth, and traders can use it to determine the average amount a Pace Small/medium'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 = -0.0662
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PCSGX |
Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pace Small/medium 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 Pace Small/medium by adding Pace Small/medium to a well-diversified portfolio.
Pace Small/medium Fundamentals Growth
Pace Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pace Small/medium, and Pace Small/medium 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 Pace Mutual Fund performance.
| Price To Earning | 32.17 X | ||||
| Price To Book | 3.54 X | ||||
| Price To Sales | 1.89 X | ||||
| Total Asset | 470.13 M | ||||
About Pace Small/medium Performance
Evaluating Pace Small/medium's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pace Small/medium 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 Pace Small/medium 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities issued by smallmedium capitalization companies. Pace SmallMedium is traded on NASDAQ Exchange in the United States.Things to note about Pace Smallmedium Growth performance evaluation
Checking the ongoing alerts about Pace Small/medium for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pace Smallmedium Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pace Small/medium generated a negative expected return over the last 90 days | |
| The fund maintains 99.12% of its assets in stocks |
- Analyzing Pace Small/medium'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 Pace Small/medium's stock is overvalued or undervalued compared to its peers.
- Examining Pace Small/medium'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 Pace Small/medium's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pace Small/medium's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pace Small/medium's mutual fund. These opinions can provide insight into Pace Small/medium's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pace Mutual Fund
Pace Small/medium financial ratios help investors to determine whether Pace 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 Pace with respect to the benefits of owning Pace Small/medium security.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |