Pax Large Cap Fund Manager Performance Evaluation
| PXLIX Fund | USD 10.89 0.16 1.49% |
The fund holds a Beta of 1.11, which implies a somewhat significant risk relative to the market. Pax Large returns are very sensitive to returns on the market. As the market goes up or down, Pax Large is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pax Large Cap are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Pax Large showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 0.7300 |
Pax |
Pax Large Relative Risk vs. Return Landscape
If you would invest 805.00 in Pax Large Cap on November 9, 2025 and sell it today you would earn a total of 284.00 from holding Pax Large Cap or generate 35.28% return on investment over 90 days. Pax Large Cap is currently producing 0.613% returns and takes up 5.4704% volatility of returns over 90 trading days. Put another way, 49% of traded mutual funds are less volatile than Pax, and 88% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pax Large Current Valuation
Undervalued
Today
Please note that Pax Large's price fluctuation is slightly risky at this time. At this time, the fund appears to be undervalued. Pax Large Cap holds a recent Real Value of $11.7 per share. The prevailing price of the fund is $10.89. We determine the value of Pax Large Cap 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 Pax Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pax Mutual Fund. However, Pax Large'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 10.89 | Real 11.7 | Hype 10.73 | Naive 11.44 |
The intrinsic value of Pax Large'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 Pax Large'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 Pax Large Cap helps investors to forecast how Pax 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 Pax Large more accurately as focusing exclusively on Pax Large's fundamentals will not take into account other important factors: Pax Large Target Price Odds to finish over Current Price
The tendency of Pax 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 |
| 10.89 | 90 days | 10.89 | about 19.16 |
Based on a normal probability distribution, the odds of Pax Large to move above the current price in 90 days from now is about 19.16 (This Pax Large Cap probability density function shows the probability of Pax Mutual Fund to fall within a particular range of prices over 90 days) .
Pax Large Price Density |
| Price |
Predictive Modules for Pax Large
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Pax Large Cap. 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.Pax Large Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Pax Large is not an exception. The market had few large corrections towards the Pax Large'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 Pax Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pax Large within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.46 | |
β | Beta against Dow Jones | 1.11 | |
σ | Overall volatility | 1.64 | |
Ir | Information ratio | 0.09 |
Pax Large 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 Pax Large for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pax Large Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Pax Large Cap is way too risky over 90 days horizon | |
| Pax Large Cap appears to be risky and price may revert if volatility continues | |
| The fund maintains 97.66% of its assets in stocks |
Pax Large Fundamentals Growth
Pax Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pax Large, and Pax Large 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 Pax Mutual Fund performance.
| Total Asset | 893.35 M | ||||
About Pax Large Performance
Evaluating Pax Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pax Large 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 Pax Large 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 market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies that, when purchased, have capitalizations within the range of Standard Poors 500 Index as measured by market capitalization. It may invest up to 45 percent of its assets in securities of non-U.S. issuers, including American Depositary Receipts . The fund may invest no more than 25 percent of its assets in securities of non-U.S. issuers other than ADRs.Things to note about Pax Large Cap performance evaluation
Checking the ongoing alerts about Pax Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pax Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pax Large Cap is way too risky over 90 days horizon | |
| Pax Large Cap appears to be risky and price may revert if volatility continues | |
| The fund maintains 97.66% of its assets in stocks |
- Analyzing Pax Large'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 Pax Large's stock is overvalued or undervalued compared to its peers.
- Examining Pax Large'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 Pax Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pax Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pax Large's mutual fund. These opinions can provide insight into Pax Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pax Mutual Fund
Pax Large financial ratios help investors to determine whether Pax 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 Pax with respect to the benefits of owning Pax Large security.
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