Pioneer Disciplined Growth Fund Manager Performance Evaluation
| INDCX Fund | USD 11.62 0.02 0.17% |
The fund holds a Beta of 1.04, which implies a somewhat significant risk relative to the market. Pioneer Disciplined returns are very sensitive to returns on the market. As the market goes up or down, Pioneer Disciplined is expected to follow.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Pioneer Disciplined Growth are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Pioneer Disciplined is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 28th of December 2022 | |
| Expense Ratio | 1.8300 |
Pioneer |
Pioneer Disciplined Relative Risk vs. Return Landscape
If you would invest 1,142 in Pioneer Disciplined Growth on January 26, 2024 and sell it today you would earn a total of 20.00 from holding Pioneer Disciplined Growth or generate 1.75% return on investment over 90 days. Pioneer Disciplined Growth is currently producing 0.032% returns and takes up 0.8986% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Pioneer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pioneer Disciplined Current Valuation
Fairly Valued
Today
Please note that Pioneer Disciplined's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pioneer Disciplined holds a recent Real Value of $11.63 per share. The prevailing price of the fund is $11.62. We determine the value of Pioneer Disciplined 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.
Our valuation method for Pioneer Disciplined Growth is useful when determining the fair value of the Pioneer mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Pioneer Disciplined. Since Pioneer Disciplined is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pioneer Mutual Fund. However, Pioneer Disciplined'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 11.62 | Real 11.63 | Hype 11.6 |
The real value of Pioneer Mutual Fund, also known as its intrinsic value, is the underlying worth of Pioneer Disciplined Mutual Fund, which is reflected in its stock price. It is based on Pioneer Disciplined's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Pioneer Disciplined'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 Pioneer Disciplined'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 Pioneer Disciplined Growth helps investors to forecast how Pioneer 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 Pioneer Disciplined more accurately as focusing exclusively on Pioneer Disciplined's fundamentals will not take into account other important factors: Pioneer Disciplined Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pioneer Disciplined's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pioneer Disciplined Growth, and traders can use it to determine the average amount a Pioneer Disciplined'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 = 0.0356
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | INDCX |
Estimated Market Risk
| 0.9 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Pioneer Disciplined is performing at about 2% 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 Pioneer Disciplined by adding it to a well-diversified portfolio.
Pioneer Disciplined Fundamentals Growth
Pioneer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pioneer Disciplined, and Pioneer Disciplined 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 Pioneer Mutual Fund performance.
| Price To Earning | 17.98 X | |||
| Price To Book | 3.35 X | |||
| Price To Sales | 1.93 X | |||
| Total Asset | 10.44 M | |||
About Pioneer Disciplined Performance
To evaluate Pioneer Disciplined Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Pioneer Disciplined generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Pioneer Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Pioneer Disciplined market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Pioneer's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests primarily in equity securities of U.S. issuers. Equity securities include common stocks and other equity instruments, such as funds that invest primarily in equity securities, depositary receipts, warrants, rights, equity interests in real estate investment trusts and preferred stocks. It may invest in issuers of any market capitalization. The fund may invest in securities in any industry or market sector. It may invest in fewer than 40 securities. The fund may invest in initial public offerings of equity securities.Things to note about Pioneer Disciplined performance evaluation
Checking the ongoing alerts about Pioneer Disciplined for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pioneer Disciplined 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: The hidden power of index providers - Markets - Financial Times | |
| The fund retains 97.31% of its assets under management (AUM) in equities |
- Analyzing Pioneer Disciplined'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 Pioneer Disciplined's stock is overvalued or undervalued compared to its peers.
- Examining Pioneer Disciplined'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 Pioneer Disciplined's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pioneer Disciplined's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pioneer Disciplined's mutual fund. These opinions can provide insight into Pioneer Disciplined's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Pioneer Disciplined Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Pioneer Disciplined information on this page should be used as a complementary analysis to other Pioneer Disciplined's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.