Inflation Protection Fund Manager Performance Evaluation
| PIPIX Fund | USD 7.90 0.02 0.25% |
The fund retains a Market Volatility (i.e., Beta) of 0.0315, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Inflation Protection's returns are expected to increase less than the market. However, during the bear market, the loss of holding Inflation Protection is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Inflation Protection Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Inflation Protection is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.4000 |
Inflation |
Inflation Protection Relative Risk vs. Return Landscape
If you would invest 792.00 in Inflation Protection Fund on August 30, 2024 and sell it today you would lose (2.00) from holding Inflation Protection Fund or give up 0.25% of portfolio value over 90 days. Inflation Protection Fund is currently producing negative expected returns and takes up 0.2653% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Inflation, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Inflation Protection Current Valuation
Fairly Valued
Today
Please note that Inflation Protection's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Inflation Protection retains a regular Real Value of $7.91 per share. The prevalent price of the fund is $7.9. We determine the value of Inflation Protection 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 Inflation Protection is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Inflation Mutual Fund. However, Inflation Protection'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 7.9 | Real 7.91 | Hype 7.9 | Naive 7.92 |
The intrinsic value of Inflation Protection'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 Inflation Protection'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 Inflation Protection Fund helps investors to forecast how Inflation 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 Inflation Protection more accurately as focusing exclusively on Inflation Protection's fundamentals will not take into account other important factors: Inflation Protection Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Inflation Protection's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Inflation Protection Fund, and traders can use it to determine the average amount a Inflation Protection'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 = -0.0136
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PIPIX |
Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Inflation Protection 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 Inflation Protection by adding Inflation Protection to a well-diversified portfolio.
Inflation Protection Fundamentals Growth
Inflation Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Inflation Protection, and Inflation Protection 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 Inflation Mutual Fund performance.
| Total Asset | 1.52 B | ||||
About Inflation Protection Performance
Evaluating Inflation Protection's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Inflation Protection 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 Inflation Protection 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 primarily in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations. Under normal circumstances, the fund maintains an average portfolio duration that is within 20 percent of the duration of the Bloomberg U.S. Treasury Inflation Protected Securities Index. The fund is not managed to a particular maturity.Things to note about Inflation Protection performance evaluation
Checking the ongoing alerts about Inflation Protection for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Inflation Protection help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Inflation Protection generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Inflation Protection maintains most of the assets in different exotic instruments. |
- Analyzing Inflation Protection'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 Inflation Protection's stock is overvalued or undervalued compared to its peers.
- Examining Inflation Protection'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 Inflation Protection's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Inflation Protection's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Inflation Protection's mutual fund. These opinions can provide insight into Inflation Protection's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Inflation Mutual Fund
Inflation Protection financial ratios help investors to determine whether Inflation 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 Inflation with respect to the benefits of owning Inflation Protection security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |