Stocksplus Fund Institutional Fund Manager Performance Evaluation
| PSTKX Fund | USD 12.90 0.05 0.39% |
The entity has a beta of 1.06, which indicates a somewhat significant risk relative to the market. Stocksplus Fund returns are very sensitive to returns on the market. As the market goes up or down, Stocksplus Fund is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Stocksplus Fund Institutional are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Stocksplus Fund showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Fund Files Pimco launches stock-bond ETF John Hancock plots active strategy - Citywire | 01/16/2026 |
Stocksplus |
Stocksplus Fund Relative Risk vs. Return Landscape
If you would invest 1,082 in Stocksplus Fund Institutional on November 4, 2025 and sell it today you would earn a total of 208.00 from holding Stocksplus Fund Institutional or generate 19.22% return on investment over 90 days. Stocksplus Fund Institutional is currently producing 0.3022% returns and takes up 1.7044% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Stocksplus, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Stocksplus Fund Current Valuation
Undervalued
Today
Please note that Stocksplus Fund's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Stocksplus Fund Inst has a current Real Value of $13.71 per share. The regular price of the fund is $12.9. We determine the value of Stocksplus Fund Inst from inspecting 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 draw towards each other.
Since Stocksplus Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Stocksplus Mutual Fund. However, Stocksplus Fund'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 12.9 | Real 13.71 | Hype 12.9 | Naive 13.17 |
The intrinsic value of Stocksplus Fund'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 Stocksplus Fund'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 Stocksplus Fund Institutional helps investors to forecast how Stocksplus 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 Stocksplus Fund more accurately as focusing exclusively on Stocksplus Fund's fundamentals will not take into account other important factors: Stocksplus Fund Target Price Odds to finish over Current Price
The tendency of Stocksplus 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 |
| 12.90 | 90 days | 12.90 | about 11.67 |
Based on a normal probability distribution, the odds of Stocksplus Fund to move above the current price in 90 days from now is about 11.67 (This Stocksplus Fund Institutional probability density function shows the probability of Stocksplus Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.06 indicating Stocksplus Fund Institutional market returns are sensitive to returns on the market. As the market goes up or down, Stocksplus Fund is expected to follow. Additionally Stocksplus Fund Institutional has an alpha of 0.2101, implying that it can generate a 0.21 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Stocksplus Fund Price Density |
| Price |
Predictive Modules for Stocksplus Fund
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Stocksplus Fund Inst. 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.Stocksplus Fund Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Stocksplus Fund is not an exception. The market had few large corrections towards the Stocksplus Fund'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 Stocksplus Fund Institutional, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Stocksplus Fund within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.21 | |
β | Beta against Dow Jones | 1.06 | |
σ | Overall volatility | 0.94 | |
Ir | Information ratio | 0.13 |
Stocksplus Fund 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 Stocksplus Fund for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Stocksplus Fund Inst can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Fund Files Pimco launches stock-bond ETF John Hancock plots active strategy - Citywire | |
| The fund maintains about 13.41% of its assets in bonds |
Stocksplus Fund Fundamentals Growth
Stocksplus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Stocksplus Fund, and Stocksplus Fund 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 Stocksplus Mutual Fund performance.
| Price To Earning | 19.08 X | |||
| Price To Book | 2.67 X | |||
| Price To Sales | 1.87 X | |||
| Total Asset | 2.03 B | |||
About Stocksplus Fund Performance
Evaluating Stocksplus Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Stocksplus Fund 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 Stocksplus Fund 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 seeks to exceed the total return of the SP 500 Index by investing under normal circumstances in SP 500 Index derivatives, backed by a portfolio of fixed income instruments. Fixed income instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest up to 30 percent of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.Things to note about Stocksplus Fund Inst performance evaluation
Checking the ongoing alerts about Stocksplus Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Stocksplus Fund Inst help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Fund Files Pimco launches stock-bond ETF John Hancock plots active strategy - Citywire | |
| The fund maintains about 13.41% of its assets in bonds |
- Analyzing Stocksplus Fund'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 Stocksplus Fund's stock is overvalued or undervalued compared to its peers.
- Examining Stocksplus Fund'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 Stocksplus Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stocksplus Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Stocksplus Fund's mutual fund. These opinions can provide insight into Stocksplus Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Stocksplus Mutual Fund
Stocksplus Fund financial ratios help investors to determine whether Stocksplus 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 Stocksplus with respect to the benefits of owning Stocksplus Fund security.
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