Prudential Total Return Fund Manager Performance Evaluation
| PDBSX Fund | USD 12.08 0.04 0.33% |
The fund holds a Beta of -0.0629, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Prudential Total are expected to decrease at a much lower rate. During the bear market, Prudential Total is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Prudential Total Return has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Prudential Total is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6400 |
Prudential |
Prudential Total Relative Risk vs. Return Landscape
If you would invest 1,214 in Prudential Total Return on September 1, 2024 and sell it today you would lose (6.00) from holding Prudential Total Return or give up 0.49% of portfolio value over 90 days. Prudential Total Return is currently producing negative expected returns and takes up 0.2944% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Prudential, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Prudential Total Current Valuation
Overvalued
Today
Please note that Prudential Total's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Prudential Total Return holds a recent Real Value of $11.66 per share. The prevailing price of the fund is $12.08. We determine the value of Prudential Total Return 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 Prudential Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Prudential Mutual Fund. However, Prudential Total'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 12.08 | Real 11.66 | Hype 12.08 | Naive 12.11 |
The intrinsic value of Prudential Total'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 Prudential Total'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 Prudential Total Return helps investors to forecast how Prudential 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 Prudential Total more accurately as focusing exclusively on Prudential Total's fundamentals will not take into account other important factors: Prudential Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Prudential Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Prudential Total Return, and traders can use it to determine the average amount a Prudential Total'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 = -0.0249
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PDBSX |
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 Prudential Total 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 Prudential Total by adding Prudential Total to a well-diversified portfolio.
Prudential Total Fundamentals Growth
Prudential Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential Total, and Prudential Total 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 Prudential Mutual Fund performance.
| Price To Earning | 19.24 X | ||||
| Total Asset | 39.22 B | ||||
About Prudential Total Performance
Evaluating Prudential Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential Total 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 Prudential Total 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 will seek to achieve its objective through a mix of current income and capital appreciation as determined by the funds subadviser. It invests, under normal circumstances, at least 80 percent of the funds investable assets in bonds. For purposes of this policy, bonds include all fixed income securities, other than preferred stock, with a maturity at date of issue of greater than one year. The fund may invest up to 30 percent of its investable assets in speculative, high risk, below investment-grade securities. It may invest up to 30 percent of its investable assets in foreign debt securities, including emerging market debt securities.Things to note about Prudential Total Return performance evaluation
Checking the ongoing alerts about Prudential Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential Total Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Prudential Total generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Prudential Total Return maintains about 5.89% of its assets in cash |
- Analyzing Prudential Total'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 Prudential Total's stock is overvalued or undervalued compared to its peers.
- Examining Prudential Total'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 Prudential Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Prudential Total's mutual fund. These opinions can provide insight into Prudential Total's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Prudential Mutual Fund
Prudential Total financial ratios help investors to determine whether Prudential 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 Prudential with respect to the benefits of owning Prudential Total security.
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