Paydenkravitz Cash Balance Fund Manager Performance Evaluation
| PKBIX Fund | USD 10.67 0.01 0.09% |
The fund holds a Beta of -0.0048, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Payden/kravitz Cash are expected to decrease at a much lower rate. During the bear market, Payden/kravitz Cash is likely to outperform the market.
Risk-Adjusted Performance
20 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Paydenkravitz Cash Balance are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Payden/kravitz Cash 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 | 28th of February 2023 | |
| Expense Ratio | 0.9500 |
Payden/kravitz |
Payden/kravitz Cash Relative Risk vs. Return Landscape
If you would invest 1,051 in Paydenkravitz Cash Balance on September 1, 2024 and sell it today you would earn a total of 16.00 from holding Paydenkravitz Cash Balance or generate 1.52% return on investment over 90 days. Paydenkravitz Cash Balance is currently producing 0.024% returns and takes up 0.0929% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Payden/kravitz, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Payden/kravitz Cash Current Valuation
Overvalued
Today
Please note that Payden/kravitz Cash's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Payden/kravitz Cash holds a recent Real Value of $9.8 per share. The prevailing price of the fund is $10.67. We determine the value of Payden/kravitz Cash 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 Payden/kravitz Cash is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Payden/kravitz Mutual Fund. However, Payden/kravitz Cash'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 10.67 | Real 9.8 | Hype 10.67 | Naive 10.66 |
The intrinsic value of Payden/kravitz Cash'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 Payden/kravitz Cash'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 Paydenkravitz Cash Balance helps investors to forecast how Payden/kravitz 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 Payden/kravitz Cash more accurately as focusing exclusively on Payden/kravitz Cash's fundamentals will not take into account other important factors: Payden/kravitz Cash Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Payden/kravitz Cash's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Paydenkravitz Cash Balance, and traders can use it to determine the average amount a Payden/kravitz Cash'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 = 0.2587
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| PKBIX |
Based on monthly moving average Payden/kravitz Cash is performing at about 20% 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 Payden/kravitz Cash by adding it to a well-diversified portfolio.
Payden/kravitz Cash Fundamentals Growth
Payden/kravitz Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Payden/kravitz Cash, and Payden/kravitz Cash 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 Payden/kravitz Mutual Fund performance.
| Price To Earning | 21.78 X | ||||
| Price To Book | 4.75 X | ||||
| Price To Sales | 2.88 X | ||||
| Total Asset | 74.11 M | ||||
About Payden/kravitz Cash Performance
Evaluating Payden/kravitz Cash's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Payden/kravitz Cash 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 Payden/kravitz Cash 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 is designed as an investment vehicle for cash balance pension plans. It seeks to earn a total return, net of fees and expenses, that is equivalent to the interest crediting rate established by the Internal Revenue Service for cash balance pension plans using the 30-year U.S. Treasury Bond Yield. The fund seeks to earn this rate each calendar year. It invests in a wide variety of debt instruments and income-producing securities.Things to note about Payden/kravitz Cash performance evaluation
Checking the ongoing alerts about Payden/kravitz Cash for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Payden/kravitz Cash 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 14.3% of its assets in cash |
- Analyzing Payden/kravitz Cash'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 Payden/kravitz Cash's stock is overvalued or undervalued compared to its peers.
- Examining Payden/kravitz Cash'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 Payden/kravitz Cash's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Payden/kravitz Cash's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Payden/kravitz Cash's mutual fund. These opinions can provide insight into Payden/kravitz Cash's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Payden/kravitz Mutual Fund
Payden/kravitz Cash financial ratios help investors to determine whether Payden/kravitz 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 Payden/kravitz with respect to the benefits of owning Payden/kravitz Cash security.
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