Pioneer Fund Class Fund Manager Performance Evaluation
| PIOKX Fund | USD 47.13 0.19 0.40% |
The fund holds a Beta of 1.03, which implies a somewhat significant risk relative to the market. Pioneer Fund returns are very sensitive to returns on the market. As the market goes up or down, Pioneer Fund is expected to follow.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Pioneer Fund Class are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking signals, Pioneer Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6500 |
Pioneer |
Pioneer Fund Relative Risk vs. Return Landscape
If you would invest 4,543 in Pioneer Fund Class on August 27, 2024 and sell it today you would earn a total of 170.00 from holding Pioneer Fund Class or generate 3.74% return on investment over 90 days. Pioneer Fund Class is currently producing 0.0619% returns and takes up 0.9545% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Pioneer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pioneer Fund Current Valuation
Fairly Valued
Today
Please note that Pioneer Fund's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pioneer Fund Class holds a recent Real Value of $46.71 per share. The prevailing price of the fund is $47.13. We determine the value of Pioneer Fund Class 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 Pioneer Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pioneer Mutual Fund. However, Pioneer Fund'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 47.13 | Real 46.71 | Hype 47.13 | Naive 46.5 |
The intrinsic value of Pioneer Fund'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 Pioneer Fund'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 Pioneer Fund Class helps investors to forecast how Pioneer 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 Pioneer Fund more accurately as focusing exclusively on Pioneer Fund's fundamentals will not take into account other important factors: Pioneer Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pioneer Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pioneer Fund Class, and traders can use it to determine the average amount a Pioneer Fund'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 = 0.0648
| Best Portfolio | Best Equity | |||
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| Cash | PIOKX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 5 95% of assets perform better |
Based on monthly moving average Pioneer Fund 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 Pioneer Fund by adding it to a well-diversified portfolio.
Pioneer Fund Fundamentals Growth
Pioneer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pioneer Fund, and Pioneer Fund 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 Pioneer Mutual Fund performance.
| Total Asset | 6.23 B | ||||
About Pioneer Fund Performance
Evaluating Pioneer Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pioneer Fund 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 Pioneer Fund 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 invests in a broad group of carefully selected securities that the funds adviser believes are reasonably priced, rather than in securities whose prices reflect a premium resulting from their current market popularity. It invests predominantly in equity securities. The fund primarily invests in securities of U.S. issuers. It may invest up to 15 percent of its total assets in securities of non-U.S. issuers.Things to note about Pioneer Fund Class performance evaluation
Checking the ongoing alerts about Pioneer Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pioneer Fund Class help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pioneer Fund's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pioneer Fund's mutual fund performance include:- Analyzing Pioneer Fund'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 Pioneer Fund's stock is overvalued or undervalued compared to its peers.
- Examining Pioneer Fund'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 Pioneer Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pioneer Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pioneer Fund's mutual fund. These opinions can provide insight into Pioneer Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pioneer Mutual Fund
Pioneer Fund financial ratios help investors to determine whether Pioneer 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 Pioneer with respect to the benefits of owning Pioneer Fund security.
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