Pgim Esg High Fund Manager Performance Evaluation
| PGAQX Fund | USD 8.94 0.01 0.11% |
The fund holds a Beta of 0.0606, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pgim Esg's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pgim Esg is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Pgim Esg High are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pgim Esg is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Pgim Esg Relative Risk vs. Return Landscape
If you would invest 877.00 in Pgim Esg High on August 28, 2024 and sell it today you would earn a total of 17.00 from holding Pgim Esg High or generate 1.94% return on investment over 90 days. Pgim Esg High is currently producing 0.0301% returns and takes up 0.1716% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Pgim, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pgim Esg Current Valuation
Overvalued
Today
Please note that Pgim Esg's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Pgim Esg High holds a recent Real Value of $8.21 per share. The prevailing price of the fund is $8.94. We determine the value of Pgim Esg High 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 Pgim Esg is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pgim Mutual Fund. However, Pgim Esg'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 8.94 | Real 8.21 | Hype 8.94 |
The intrinsic value of Pgim Esg'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 Pgim Esg'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 Pgim Esg High helps investors to forecast how Pgim 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 Pgim Esg more accurately as focusing exclusively on Pgim Esg's fundamentals will not take into account other important factors: Pgim Esg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pgim Esg's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pgim Esg High, and traders can use it to determine the average amount a Pgim Esg'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 = 0.1757
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PGAQX |
Estimated Market Risk
| 0.17 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Pgim Esg is performing at about 13% 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 Pgim Esg by adding it to a well-diversified portfolio.
Pgim Esg Fundamentals Growth
Pgim Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pgim Esg, and Pgim Esg 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 Pgim Mutual Fund performance.
| Total Asset | 21.61 M | ||||
About Pgim Esg Performance
Evaluating Pgim Esg's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pgim Esg 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 Pgim Esg 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 funds sub-adviser seeks to achieve its investment objective while applying an environmental, social and governance methodology developed by the funds sub-adviser in the selection of portfolio investments. The fund invests, under normal circumstances, at least 80 percent of its investable assets in a diversified portfolio of high yield fixed income instruments that, at the time of investment, are included in the investable universe based on the sub-advisers ESG methodology.Things to note about Pgim Esg High performance evaluation
Checking the ongoing alerts about Pgim Esg for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pgim Esg High 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 7.68% of its assets in cash |
- Analyzing Pgim Esg'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 Pgim Esg's stock is overvalued or undervalued compared to its peers.
- Examining Pgim Esg'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 Pgim Esg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pgim Esg's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pgim Esg's mutual fund. These opinions can provide insight into Pgim Esg's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pgim Mutual Fund
Pgim Esg financial ratios help investors to determine whether Pgim 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 Pgim with respect to the benefits of owning Pgim Esg security.
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