Pace Smallmedium Value Fund Manager Performance Evaluation

PEVAX Fund  USD 17.88  0.19  1.07%   
The fund holds a Beta of 0.99, which implies possible diversification benefits within a given portfolio. Pace Smallmedium returns are very sensitive to returns on the market. As the market goes up or down, Pace Smallmedium is expected to follow.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Pace Smallmedium Value are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Pace Smallmedium showed solid returns over the last few months and may actually be approaching a breakup point.
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Pace Smallmedium Relative Risk vs. Return Landscape

If you would invest  1,492  in Pace Smallmedium Value on November 18, 2025 and sell it today you would earn a total of  296.00  from holding Pace Smallmedium Value or generate 19.84% return on investment over 90 days. Pace Smallmedium Value is currently producing 0.3025% returns and takes up 1.0458% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Pace, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Pace Smallmedium is expected to generate 1.38 times more return on investment than the market. However, the company is 1.38 times more volatile than its market benchmark. It trades about 0.29 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.16 per unit of risk.

Pace Smallmedium Current Valuation

Undervalued
Today
17.88
Please note that Pace Smallmedium's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Pace Smallmedium Value holds a recent Real Value of $19.06 per share. The prevailing price of the fund is $17.88. We determine the value of Pace Smallmedium Value 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 Smallmedium is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pace Mutual Fund. However, Pace Smallmedium'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  17.88 Real  19.06 Hype  17.88
The intrinsic value of Pace Smallmedium'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 Smallmedium'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.
19.06
Real Value
20.11
Upside
Estimating the potential upside or downside of Pace Smallmedium Value 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 Smallmedium more accurately as focusing exclusively on Pace Smallmedium's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
16.8317.8818.93
Details
Below is the normalized historical share price chart for Pace Smallmedium Value extending back to November 27, 2000. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Pace Smallmedium stands at 17.88, as last reported on the 16th of February 2026, with the highest price reaching 17.88 and the lowest price hitting 17.88 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Pace Smallmedium Target Price Odds to finish over Current Price

The tendency of Pace Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 17.88 90 days 17.88 
about 9.29
Based on a normal probability distribution, the odds of Pace Smallmedium to move above the current price in 90 days from now is about 9.29 (This Pace Smallmedium Value probability density function shows the probability of Pace Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Pace Smallmedium has a beta of 0.99 indicating Pace Smallmedium Value market returns are sensitive to returns on the market. As the market goes up or down, Pace Smallmedium is expected to follow. Additionally Pace Smallmedium Value has an alpha of 0.1687, implying that it can generate a 0.17 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Pace Smallmedium Price Density   
       Price  

Predictive Modules for Pace Smallmedium

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Pace Smallmedium Value. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
16.8317.8818.93
Details
Intrinsic
Valuation
LowRealHigh
16.0919.0620.11
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Pace Smallmedium. Your research has to be compared to or analyzed against Pace Smallmedium's peers to derive any actionable benefits. When done correctly, Pace Smallmedium's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Pace Smallmedium Value.

Pace Smallmedium Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Pace Smallmedium is not an exception. The market had few large corrections towards the Pace Smallmedium's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Pace Smallmedium Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pace Smallmedium within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.17
β
Beta against Dow Jones0.99
σ
Overall volatility
0.96
Ir
Information ratio 0.16

Pace Smallmedium Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Pace Smallmedium for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pace Smallmedium Value can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund maintains about 6.12% of its assets in cash

Pace Smallmedium Fundamentals Growth

Pace Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pace Smallmedium, and Pace Smallmedium 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.

About Pace Smallmedium Performance

Evaluating Pace Smallmedium's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pace Smallmedium 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 Smallmedium 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 primarily in stocks of companies that are believed to be undervalued or overlooked in the marketplace. Under normal circumstances, it invests at least 80 percent of its net assets in equity securities issued by smallmedium capitalization companies. The fund may invest up to 10 percent of its total assets in non-U.S. securities, which may trade either within or outside the U.S.

Things to note about Pace Smallmedium Value performance evaluation

Checking the ongoing alerts about Pace Smallmedium for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pace Smallmedium Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains about 6.12% of its assets in cash
Evaluating Pace Smallmedium's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pace Smallmedium's mutual fund performance include:
  • Analyzing Pace Smallmedium'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 Smallmedium's stock is overvalued or undervalued compared to its peers.
  • Examining Pace Smallmedium'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 Smallmedium's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pace Smallmedium's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Pace Smallmedium's mutual fund. These opinions can provide insight into Pace Smallmedium's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Pace Smallmedium's mutual fund performance is not an exact science, and many factors can impact Pace Smallmedium's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Pace Mutual Fund

Pace Smallmedium 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 Smallmedium security.
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