Private Capital Management Fund Manager Performance Evaluation
| VFPIX Fund | USD 18.36 0.07 0.38% |
The fund holds a Beta of 1.13, which implies a somewhat significant risk relative to the market. Private Capital returns are very sensitive to returns on the market. As the market goes up or down, Private Capital is expected to follow.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Private Capital Management are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Private Capital 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 September 2025 | |
| Expense Ratio | 1.2200 |
Private |
Private Capital Relative Risk vs. Return Landscape
If you would invest 1,743 in Private Capital Management on November 2, 2025 and sell it today you would earn a total of 93.00 from holding Private Capital Management or generate 5.34% return on investment over 90 days. Private Capital Management is currently producing 0.0913% returns and takes up 1.2325% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Private, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Private Capital Current Valuation
Fairly Valued
Today
Please note that Private Capital's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Private Capital Mana holds a recent Real Value of $18.24 per share. The prevailing price of the fund is $18.36. We determine the value of Private Capital Mana 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 Private Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Private Mutual Fund. However, Private Capital'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 18.36 | Real 18.24 | Hype 18.36 | Naive 18.02 |
The intrinsic value of Private Capital'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 Private Capital'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 Private Capital Management helps investors to forecast how Private 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 Private Capital more accurately as focusing exclusively on Private Capital's fundamentals will not take into account other important factors: Private Capital Target Price Odds to finish over Current Price
The tendency of Private 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 |
| 18.36 | 90 days | 18.36 | about 41.48 |
Based on a normal probability distribution, the odds of Private Capital to move above the current price in 90 days from now is about 41.48 (This Private Capital Management probability density function shows the probability of Private 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 1.13 . This entails Private Capital Management market returns are sensitive to returns on the market. As the market goes up or down, Private Capital is expected to follow. Additionally Private Capital Management has an alpha of 0.0434, implying that it can generate a 0.0434 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Private Capital Price Density |
| Price |
Predictive Modules for Private Capital
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Private Capital Mana. 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.Private Capital Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Private Capital is not an exception. The market had few large corrections towards the Private Capital'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 Private Capital Management, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Private Capital within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 1.13 | |
σ | Overall volatility | 0.79 | |
Ir | Information ratio | 0.04 |
Private Capital 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 Private Capital for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Private Capital Mana can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps about 11.09% of its net assets in cash |
Private Capital Fundamentals Growth
Private Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Private Capital, and Private Capital 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 Private Mutual Fund performance.
| Price To Earning | 15.81 X | ||||
| Price To Book | 1.32 X | ||||
| Price To Sales | 0.28 X | ||||
| Total Asset | 70.81 M | ||||
About Private Capital Performance
Evaluating Private Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Private Capital 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 Private Capital 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, under normal circumstances, primarily invests in common stocks of companies listed on stock exchanges in North America. Private Capital is traded on NASDAQ Exchange in the United States.Things to note about Private Capital Mana performance evaluation
Checking the ongoing alerts about Private Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Private Capital Mana help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 11.09% of its net assets in cash |
- Analyzing Private Capital'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 Private Capital's stock is overvalued or undervalued compared to its peers.
- Examining Private Capital'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 Private Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Private Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Private Capital's mutual fund. These opinions can provide insight into Private Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Private Mutual Fund
Private Capital financial ratios help investors to determine whether Private 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 Private with respect to the benefits of owning Private Capital security.
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