Largecap Sp 500 Fund Manager Performance Evaluation
| PLSAX Fund | USD 32.71 0.01 0.03% |
The fund secures a Beta (Market Risk) of 0.0444, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Largecap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Largecap is expected to be smaller as well.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Largecap Sp 500 are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Largecap 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 2025 | |
| Expense Ratio | 0.3300 |
Largecap |
Largecap Relative Risk vs. Return Landscape
If you would invest 3,178 in Largecap Sp 500 on October 27, 2025 and sell it today you would earn a total of 93.00 from holding Largecap Sp 500 or generate 2.93% return on investment over 90 days. Largecap Sp 500 is currently producing 0.0497% returns and takes up 0.8094% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Largecap, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Largecap Current Valuation
Fairly Valued
Today
Please note that Largecap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Largecap Sp 500 secures a last-minute Real Value of $32.44 per share. The latest price of the fund is $32.71. We determine the value of Largecap Sp 500 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 Largecap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Largecap Mutual Fund. However, Largecap'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 32.71 | Real 32.44 | Hype 32.71 | Naive 32.53 |
The intrinsic value of Largecap'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 Largecap'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 Largecap Sp 500 helps investors to forecast how Largecap 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 Largecap more accurately as focusing exclusively on Largecap's fundamentals will not take into account other important factors: Largecap Target Price Odds to finish over Current Price
The tendency of Largecap Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 32.71 | 90 days | 32.71 | about 12.7 |
Based on a normal probability distribution, the odds of Largecap to move above the current price in 90 days from now is about 12.7 (This Largecap Sp 500 probability density function shows the probability of Largecap Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Largecap has a beta of 0.0444 indicating as returns on the market go up, Largecap average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Largecap Sp 500 will be expected to be much smaller as well. Additionally Largecap Sp 500 has an alpha of 0.0367, implying that it can generate a 0.0367 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Largecap Price Density |
| Price |
Predictive Modules for Largecap
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Largecap Sp 500. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Largecap Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Largecap is not an exception. The market had few large corrections towards the Largecap's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Largecap Sp 500, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Largecap within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 0.04 | |
σ | Overall volatility | 0.71 | |
Ir | Information ratio | -0.04 |
Largecap Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Largecap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Largecap Sp 500 can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Largecap Fundamentals Growth
Largecap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Largecap, and Largecap 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 Largecap Mutual Fund performance.
| Price To Earning | 18.15 X | |||
| Price To Book | 2.53 X | |||
| Price To Sales | 1.76 X | |||
| Total Asset | 961.85 M | |||
About Largecap Performance
Evaluating Largecap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Largecap 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 Largecap 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the SP 500 Index at the time of purchase. Principal Fds is traded on NASDAQ Exchange in the United States.Things to note about Largecap Sp 500 performance evaluation
Checking the ongoing alerts about Largecap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Largecap Sp 500 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Largecap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Largecap's mutual fund performance include:- Analyzing Largecap'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 Largecap's stock is overvalued or undervalued compared to its peers.
- Examining Largecap'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 Largecap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Largecap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Largecap's mutual fund. These opinions can provide insight into Largecap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Largecap Mutual Fund
Largecap financial ratios help investors to determine whether Largecap 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 Largecap with respect to the benefits of owning Largecap security.
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