Prudential Health Sciences Fund Manager Performance Evaluation
| PHLCX Fund | USD 12.75 0.17 1.32% |
The fund holds a Beta of 0.34, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Prudential Health's returns are expected to increase less than the market. However, during the bear market, the loss of holding Prudential Health is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Prudential Health Sciences has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 1.9600 |
Prudential |
Prudential Health Relative Risk vs. Return Landscape
If you would invest 1,836 in Prudential Health Sciences on December 7, 2024 and sell it today you would lose (561.00) from holding Prudential Health Sciences or give up 30.56% of portfolio value over 90 days. Prudential Health Sciences is currently producing negative expected returns and takes up 3.7778% volatility of returns over 90 trading days. Put another way, 33% of traded mutual funds are less volatile than Prudential, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Prudential Health Current Valuation
Overvalued
Today
Please note that Prudential Health's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be overvalued. Prudential Health holds a recent Real Value of $12.29 per share. The prevailing price of the fund is $12.75. We determine the value of Prudential Health 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 Prudential Health is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Prudential Mutual Fund. However, Prudential Health'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 12.75 | Real 12.29 | Hype 12.75 | Naive 13.85 |
The intrinsic value of Prudential Health'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 Prudential Health'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 Prudential Health Sciences helps investors to forecast how Prudential 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 Prudential Health more accurately as focusing exclusively on Prudential Health's fundamentals will not take into account other important factors: Prudential Health Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Prudential Health's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Prudential Health Sciences, and traders can use it to determine the average amount a Prudential Health'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 = -0.1377
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PHLCX |
Estimated Market Risk
| 3.78 actual daily | 33 67% of assets are more volatile |
Expected Return
| -0.52 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Prudential Health 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 Prudential Health by adding Prudential Health to a well-diversified portfolio.
Prudential Health Fundamentals Growth
Prudential Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential Health, and Prudential Health 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 Prudential Mutual Fund performance.
| Price To Earning | 25.62 X | |||
| Price To Book | 2.63 X | |||
| Price To Sales | 2.12 X | |||
| Total Asset | 16.57 M | |||
About Prudential Health Performance
Evaluating Prudential Health's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential Health 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 Prudential Health 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 investments whose prices will increase over time. It normally invests at least 80 percent of its investable assets in equity and equity-related securities of companies within the health sciences sector, such as pharmaceutical companies, biotechnology companies, medical device manufacturers, healthcare service providers and health maintenance organizations and other companies that derive at least 50 percent of their assets, revenues or profits from operations in the healthcare sector.Things to note about Prudential Health performance evaluation
Checking the ongoing alerts about Prudential Health for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential Health help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Prudential Health generated a negative expected return over the last 90 days | |
| Prudential Health has high historical volatility and very poor performance | |
| The fund maintains about 5.13% of its assets in cash |
- Analyzing Prudential Health'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 Prudential Health's stock is overvalued or undervalued compared to its peers.
- Examining Prudential Health'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 Prudential Health's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential Health's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Prudential Health's mutual fund. These opinions can provide insight into Prudential Health's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Prudential Mutual Fund
Prudential Health financial ratios help investors to determine whether Prudential 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 Prudential with respect to the benefits of owning Prudential Health security.
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