Pinnacle Value Fund Manager Performance Evaluation
| PVFIX Fund | USD 19.13 0.03 0.16% |
The fund holds a Beta of 0.77, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pinnacle Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pinnacle Value is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Pinnacle Value Fund are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Pinnacle Value 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 May 2023 | |
| Expense Ratio | 1.3300 |
Pinnacle |
Pinnacle Value Relative Risk vs. Return Landscape
If you would invest 1,840 in Pinnacle Value Fund on August 27, 2024 and sell it today you would earn a total of 73.00 from holding Pinnacle Value Fund or generate 3.97% return on investment over 90 days. Pinnacle Value Fund is currently producing 0.0638% returns and takes up 0.7826% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Pinnacle, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pinnacle Value Current Valuation
Fairly Valued
Today
Please note that Pinnacle Value's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pinnacle Value holds a recent Real Value of $18.98 per share. The prevailing price of the fund is $19.13. We determine the value of Pinnacle Value 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 Pinnacle Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pinnacle Mutual Fund. However, Pinnacle 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 19.13 | Real 18.98 | Hype 19.13 | Naive 18.97 |
The intrinsic value of Pinnacle 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 Pinnacle 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 Pinnacle Value Fund helps investors to forecast how Pinnacle 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 Pinnacle Value more accurately as focusing exclusively on Pinnacle Value's fundamentals will not take into account other important factors: Pinnacle Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pinnacle Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pinnacle Value Fund, and traders can use it to determine the average amount a Pinnacle 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 = 0.0815
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| Cash | PVFIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Pinnacle Value is performing at about 6% 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 Pinnacle Value by adding it to a well-diversified portfolio.
Pinnacle Value Fundamentals Growth
Pinnacle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pinnacle Value, and Pinnacle 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 Pinnacle Mutual Fund performance.
| Price To Earning | 15.20 X | ||||
| Price To Book | 0.75 X | ||||
| Price To Sales | 0.51 X | ||||
About Pinnacle Value Performance
Evaluating Pinnacle Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pinnacle 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 Pinnacle 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.
The fund invests primarily in publicly traded equity securities of companies including common and preferred stocks, convertible securities, rights, warrants and other securities. It will invest in a diversified portfolio of securities issued primarily by small and micro-cap domestic companies which the advisor believes are trading at significant discounts to underlying earnings power or asset values.Things to note about Pinnacle Value performance evaluation
Checking the ongoing alerts about Pinnacle Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pinnacle Value 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 37.99% of its assets in cash |
- Analyzing Pinnacle 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 Pinnacle Value's stock is overvalued or undervalued compared to its peers.
- Examining Pinnacle 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 Pinnacle Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pinnacle Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pinnacle Value's mutual fund. These opinions can provide insight into Pinnacle Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pinnacle Mutual Fund
Pinnacle Value financial ratios help investors to determine whether Pinnacle 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 Pinnacle with respect to the benefits of owning Pinnacle Value security.
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