Long Term Government Fund Manager Performance Evaluation
| PGOVX Fund | USD 14.02 0.01 0.07% |
The fund secures a Beta (Market Risk) of -0.24, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Long-term are expected to decrease at a much lower rate. During the bear market, Long-term is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Long Term Government Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Long-term is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.8650 |
Long-term |
Long-term Relative Risk vs. Return Landscape
If you would invest 1,491 in Long Term Government Fund on August 26, 2024 and sell it today you would lose (89.00) from holding Long Term Government Fund or give up 5.97% of portfolio value over 90 days. Long Term Government Fund is currently producing negative expected returns and takes up 0.7127% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Long-term, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Long-term Current Valuation
Overvalued
Today
Please note that Long-term's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Long Term Government secures a last-minute Real Value of $13.04 per share. The latest price of the fund is $14.02. We determine the value of Long Term Government from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend 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 Long-term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Long-term Mutual Fund. However, Long-term'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 14.02 | Real 13.04 | Hype 14.02 | Naive 13.98 |
The intrinsic value of Long-term'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 Long-term'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 Long Term Government Fund helps investors to forecast how Long-term 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 Long-term more accurately as focusing exclusively on Long-term's fundamentals will not take into account other important factors: Long-term Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Long-term's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Long Term Government Fund, and traders can use it to determine the average amount a Long-term'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 = -0.1293
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PGOVX |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Long-term is not performing at its full potential. However, 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 Long-term by adding Long-term to a well-diversified portfolio.
Long-term Fundamentals Growth
Long-term Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Long-term, and Long-term 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 Long-term Mutual Fund performance.
| Total Asset | 615.62 M | ||||
About Long-term Performance
Evaluating Long-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Long-term 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 Long-term 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 normally invests at least 80 percent of its assets in a diversified portfolio of fixed income securities that are issued or guaranteed by the U.S. government, its agencies or government-sponsored enterprises , which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest, without limitation, in derivative instruments, such as options, futures contracts or swap agreements, or in mortgage- or asset-backed securities.Things to note about Long Term Government performance evaluation
Checking the ongoing alerts about Long-term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Long Term Government help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Long Term Government generated a negative expected return over the last 90 days | |
| Long Term Government generated five year return of -5.0% | |
| This fund maintains about 7.64% of its assets in cash |
- Analyzing Long-term'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 Long-term's stock is overvalued or undervalued compared to its peers.
- Examining Long-term'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 Long-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Long-term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Long-term's mutual fund. These opinions can provide insight into Long-term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Long-term Mutual Fund
Long-term financial ratios help investors to determine whether Long-term 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 Long-term with respect to the benefits of owning Long-term security.
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