Pfg Fidelity Institutional Fund Manager Performance Evaluation
| PFFFX Fund | USD 15.38 0.02 0.13% |
The fund holds a Beta of 0.0747, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pfg Fidelity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pfg Fidelity is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Pfg Fidelity Institutional are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Pfg Fidelity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...morePfg |
Pfg Fidelity Relative Risk vs. Return Landscape
If you would invest 1,488 in Pfg Fidelity Institutional on August 30, 2024 and sell it today you would earn a total of 50.00 from holding Pfg Fidelity Institutional or generate 3.36% return on investment over 90 days. Pfg Fidelity Institutional is currently producing 0.0541% returns and takes up 0.7057% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Pfg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pfg Fidelity Current Valuation
Fairly Valued
Today
Please note that Pfg Fidelity's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pfg Fidelity Institu holds a recent Real Value of $15.25 per share. The prevailing price of the fund is $15.38. We determine the value of Pfg Fidelity Institu 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 Pfg Fidelity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pfg Mutual Fund. However, Pfg Fidelity'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 15.38 | Real 15.25 | Hype 15.38 | Naive 15.33 |
The intrinsic value of Pfg Fidelity'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 Pfg Fidelity'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 Pfg Fidelity Institutional helps investors to forecast how Pfg 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 Pfg Fidelity more accurately as focusing exclusively on Pfg Fidelity's fundamentals will not take into account other important factors: Pfg Fidelity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pfg Fidelity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pfg Fidelity Institutional, and traders can use it to determine the average amount a Pfg Fidelity'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 = 0.0767
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | PFFFX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Pfg Fidelity is performing at about 6% 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 Pfg Fidelity by adding it to a well-diversified portfolio.
Pfg Fidelity Fundamentals Growth
Pfg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pfg Fidelity, and Pfg Fidelity 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 Pfg Mutual Fund performance.
| Total Asset | 142.62 M | |||
About Pfg Fidelity Performance
Evaluating Pfg Fidelity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pfg Fidelity 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 Pfg Fidelity 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, under normal circumstances, will invest at least 80 percent of its net assets, plus any amounts of borrowing, in Fidelity mutual funds and Fidelity exchange traded funds , with each Fidelity underlying fund investing primarily in U.S. equity securities of varying market capitalizations. Pfg Equity is traded on NASDAQ Exchange in the United States.Things to note about Pfg Fidelity Institu performance evaluation
Checking the ongoing alerts about Pfg Fidelity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pfg Fidelity Institu help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pfg Fidelity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pfg Fidelity's mutual fund performance include:- Analyzing Pfg Fidelity'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 Pfg Fidelity's stock is overvalued or undervalued compared to its peers.
- Examining Pfg Fidelity'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 Pfg Fidelity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pfg Fidelity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pfg Fidelity's mutual fund. These opinions can provide insight into Pfg Fidelity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pfg Mutual Fund
Pfg Fidelity financial ratios help investors to determine whether Pfg 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 Pfg with respect to the benefits of owning Pfg Fidelity security.
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