Largecap Value Fund Manager Performance Evaluation
| PPSRX Fund | USD 22.15 0.04 0.18% |
The fund secures a Beta (Market Risk) of 0.82, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Largecap Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Largecap Value is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Largecap Value Fund are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Largecap Value may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.9600 |
Largecap |
Largecap Value Relative Risk vs. Return Landscape
If you would invest 2,045 in Largecap Value Fund on September 3, 2024 and sell it today you would earn a total of 170.00 from holding Largecap Value Fund or generate 8.31% return on investment over 90 days. Largecap Value Fund is currently producing 0.1269% returns and takes up 0.6469% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Largecap, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Largecap Value Current Valuation
Fairly Valued
Today
Please note that Largecap Value's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Largecap Value secures a last-minute Real Value of $21.89 per share. The latest price of the fund is $22.15. We determine the value of Largecap Value 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 Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Largecap Mutual Fund. However, Largecap Value'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 22.15 | Real 21.89 | Hype 22.15 | Naive 22.26 |
The intrinsic value of Largecap Value'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 Value'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 Value Fund 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 Value more accurately as focusing exclusively on Largecap Value's fundamentals will not take into account other important factors: Largecap Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Largecap Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Largecap Value Fund, and traders can use it to determine the average amount a Largecap Value'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 = 0.1962
| Best Portfolio | Best Equity | |||
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| Cash | PPSRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Largecap Value is performing at about 15% 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 Largecap Value by adding it to a well-diversified portfolio.
Largecap Value Fundamentals Growth
Largecap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Largecap Value, and Largecap Value 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 | 17.39 X | ||||
| Price To Book | 1.98 X | ||||
| Price To Sales | 1.46 X | ||||
| Total Asset | 3.33 B | ||||
About Largecap Value Performance
Evaluating Largecap Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Largecap Value 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 Value 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 companies with large market capitalizations at the time of purchase. For this fund, companies with large market capitalizations are those with market capitalizations within the range of companies comprising the Russell 1000 Value Index. The fund invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.Things to note about Largecap Value performance evaluation
Checking the ongoing alerts about Largecap Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Largecap Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Largecap Value's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Largecap Value's mutual fund performance include:- Analyzing Largecap Value'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 Value's stock is overvalued or undervalued compared to its peers.
- Examining Largecap Value'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 Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Largecap Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Largecap Value's mutual fund. These opinions can provide insight into Largecap Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Largecap Mutual Fund
Largecap Value 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 Value security.
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