Preferred Securities Fund Manager Performance Evaluation
| PRFCX Fund | USD 9.33 0.02 0.21% |
The fund holds a Beta of 0.0198, which implies not very significant fluctuations relative to the market. As returns on the market increase, Preferred Securities' returns are expected to increase less than the market. However, during the bear market, the loss of holding Preferred Securities is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Preferred Securities Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Preferred Securities 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 | 31st of December 2022 | |
| Expense Ratio | 1.8200 |
Preferred |
Preferred Securities Relative Risk vs. Return Landscape
If you would invest 923.00 in Preferred Securities Fund on August 28, 2024 and sell it today you would earn a total of 10.00 from holding Preferred Securities Fund or generate 1.08% return on investment over 90 days. Preferred Securities Fund is currently producing 0.0169% returns and takes up 0.1224% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Preferred, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Preferred Securities Current Valuation
Overvalued
Today
Please note that Preferred Securities' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Preferred Securities holds a recent Real Value of $8.58 per share. The prevailing price of the fund is $9.33. We determine the value of Preferred Securities 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 Preferred Securities is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Preferred Mutual Fund. However, Preferred Securities' 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 9.33 | Real 8.58 | Hype 9.33 |
The intrinsic value of Preferred Securities' 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 Preferred Securities' 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 Preferred Securities Fund helps investors to forecast how Preferred 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 Preferred Securities more accurately as focusing exclusively on Preferred Securities' fundamentals will not take into account other important factors: Preferred Securities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Preferred Securities' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Preferred Securities Fund, and traders can use it to determine the average amount a Preferred Securities' 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 = 0.1382
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PRFCX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Preferred Securities is performing at about 10% 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 Preferred Securities by adding it to a well-diversified portfolio.
Preferred Securities Fundamentals Growth
Preferred Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Preferred Securities, and Preferred Securities 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 Preferred Mutual Fund performance.
| Total Asset | 149.25 M | ||||
About Preferred Securities Performance
Evaluating Preferred Securities' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Preferred Securities 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 Preferred Securities 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 at least 80 percent of its net assets, plus any borrowing for investment purposes, in preferred securities and capital securities at the time of purchase. Preferred securities typically include preferred stock and various types of junior subordinated debt and trust preferred securities. It also invests up to 55 percent of its assets in below-investment-grade preferred securities and bonds , which are rated at the time of purchase Ba1 or lower by Moodys and BB or lower by SP Global.Things to note about Preferred Securities performance evaluation
Checking the ongoing alerts about Preferred Securities for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Preferred Securities 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 15.71% of its assets in bonds |
- Analyzing Preferred Securities' 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 Preferred Securities' stock is overvalued or undervalued compared to its peers.
- Examining Preferred Securities' 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 Preferred Securities' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Preferred Securities' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Preferred Securities' mutual fund. These opinions can provide insight into Preferred Securities' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Preferred Mutual Fund
Preferred Securities financial ratios help investors to determine whether Preferred 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 Preferred with respect to the benefits of owning Preferred Securities security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
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