Imgp Sbh Focused Fund Manager Performance Evaluation
| PFSVX Fund | USD 18.39 0.02 0.11% |
The fund retains a Market Volatility (i.e., Beta) of 0.21, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Imgp Sbh's returns are expected to increase less than the market. However, during the bear market, the loss of holding Imgp Sbh is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Imgp Sbh Focused are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Imgp Sbh showed solid returns over the last few months and may actually be approaching a breakup point.
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Imgp Sbh Relative Risk vs. Return Landscape
If you would invest 1,587 in Imgp Sbh Focused on September 5, 2024 and sell it today you would earn a total of 252.00 from holding Imgp Sbh Focused or generate 15.88% return on investment over 90 days. Imgp Sbh Focused is currently producing 0.2421% returns and takes up 1.2785% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Imgp, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Imgp Sbh Current Valuation
Fairly Valued
Today
Please note that Imgp Sbh's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Imgp Sbh Focused retains a regular Real Value of $18.07 per share. The prevalent price of the fund is $18.39. We determine the value of Imgp Sbh Focused from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Imgp Sbh is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Imgp Mutual Fund. However, Imgp Sbh'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 18.39 | Real 18.07 | Hype 18.39 | Naive 18.46 |
The intrinsic value of Imgp Sbh'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 Imgp Sbh'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 Imgp Sbh Focused helps investors to forecast how Imgp 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 Imgp Sbh more accurately as focusing exclusively on Imgp Sbh's fundamentals will not take into account other important factors: Imgp Sbh Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Imgp Sbh's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Imgp Sbh Focused, and traders can use it to determine the average amount a Imgp Sbh'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 = 0.1894
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PFSVX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Imgp Sbh is performing at about 14% 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 Imgp Sbh by adding it to a well-diversified portfolio.
Imgp Sbh Fundamentals Growth
Imgp Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Imgp Sbh, and Imgp Sbh 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 Imgp Mutual Fund performance.
| Total Asset | 65.64 M | ||||
About Imgp Sbh Performance
Evaluating Imgp Sbh's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Imgp Sbh 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 Imgp Sbh 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 Small Company Fund invests in the securities of smaller companies that the sub-advisors to the fund believe have strong appreciation potential. Under normal market conditions, the fund invests at least 80 percent of its net assets, in securities of small-sized U.S. companies, as measured by market capitalization at the time of acquisition. The manager may invest up to 15 percent of its net assets in the securities of foreign companies, including those located in emerging markets.Things to note about Imgp Sbh Focused performance evaluation
Checking the ongoing alerts about Imgp Sbh for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Imgp Sbh Focused help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Imgp Sbh's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Imgp Sbh's mutual fund performance include:- Analyzing Imgp Sbh'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 Imgp Sbh's stock is overvalued or undervalued compared to its peers.
- Examining Imgp Sbh'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 Imgp Sbh's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Imgp Sbh's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Imgp Sbh's mutual fund. These opinions can provide insight into Imgp Sbh's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Imgp Mutual Fund
Imgp Sbh financial ratios help investors to determine whether Imgp 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 Imgp with respect to the benefits of owning Imgp Sbh security.
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