Pfg Invesco Thematic Fund Manager Performance Evaluation
| PFIOX Fund | USD 9.35 0.08 0.86% |
The fund holds a Beta of 0.76, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pfg Invesco's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pfg Invesco is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Pfg Invesco Thematic are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pfg Invesco is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...morePfg |
Pfg Invesco Relative Risk vs. Return Landscape
If you would invest 908.00 in Pfg Invesco Thematic on August 24, 2024 and sell it today you would earn a total of 27.00 from holding Pfg Invesco Thematic or generate 2.97% return on investment over 90 days. Pfg Invesco Thematic is currently producing 0.0478% returns and takes up 0.6347% volatility of returns over 90 trading days. Put another way, 5% 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 Invesco Current Valuation
Undervalued
Today
Please note that Pfg Invesco's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Pfg Invesco Thematic recent Real Value cannot be determined due to lack of data. The prevailing price of Pfg Invesco Thematic is $9.35. We determine the value of Pfg Invesco Thematic 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 Invesco is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pfg Mutual Fund. However, Pfg Invesco'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 9.35 | Real 0.0 | Hype 0.0 | Naive 9.25 |
The intrinsic value of Pfg Invesco'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 Invesco'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 Invesco Thematic 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 Invesco more accurately as focusing exclusively on Pfg Invesco's fundamentals will not take into account other important factors: Pfg Invesco Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pfg Invesco's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pfg Invesco Thematic, and traders can use it to determine the average amount a Pfg Invesco'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 = 0.0753
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| Negative Returns | PFIOX |
Estimated Market Risk
| 0.63 actual daily | 5 95% 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 | 5 95% of assets perform better |
Based on monthly moving average Pfg Invesco is performing at about 5% 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 Invesco by adding it to a well-diversified portfolio.
Pfg Invesco Fundamentals Growth
Pfg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pfg Invesco, and Pfg Invesco 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 | 51.94 M | |||
About Pfg Invesco Performance
Evaluating Pfg Invesco's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pfg Invesco 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 Invesco 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 seeks to achieve its investment objective by investing at least 80 percent of its assets in mutual funds and exchange traded funds managed by Invesco Advisers, Inc. or its affiliates collectively , an indirect wholly-owned subsidiary of Invesco Ltd. . The balance of the funds net assets will be invested in Invesco underlying funds or mutual funds or ETFs managed by the advisers other than Invesco .Things to note about Pfg Invesco Thematic performance evaluation
Checking the ongoing alerts about Pfg Invesco for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pfg Invesco Thematic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pfg Invesco's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pfg Invesco's mutual fund performance include:- Analyzing Pfg Invesco'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 Invesco's stock is overvalued or undervalued compared to its peers.
- Examining Pfg Invesco'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 Invesco's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pfg Invesco's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pfg Invesco's mutual fund. These opinions can provide insight into Pfg Invesco's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pfg Mutual Fund
Pfg Invesco 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 Invesco security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |