T Rowe Price Fund Manager Performance Evaluation

PACOX Fund  USD 50.79  0.33  0.65%   
The entity has a beta of -0.0561, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning T Rowe are expected to decrease at a much lower rate. During the bear market, T Rowe is likely to outperform the market. By analyzing T Rowe Price technical indicators, you can at this time evaluate if the expected return of 0.14% will be sustainable into the future.

Risk-Adjusted Performance

14 of 100

 
Low
 
High
Good
Compared to the overall equity markets, risk-adjusted returns on investments in T Rowe Price are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, T Rowe may actually be approaching a critical reversion point that can send shares even higher in April 2024.
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio - Yahoo Finance
01/11/2024
Expense Ratio0.8200
  

T Rowe Relative Risk vs. Return Landscape

If you would invest  4,648  in T Rowe Price on December 19, 2023 and sell it today you would earn a total of  398.00  from holding T Rowe Price or generate 8.56% return on investment over 90 days. T Rowe Price is currently producing 0.1374% returns and takes up 0.7323% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than PACOX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon T Rowe is expected to generate 1.23 times more return on investment than the market. However, the company is 1.23 times more volatile than its market benchmark. It trades about 0.19 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.17 per unit of risk.

T Rowe Current Valuation

Fairly Valued
Today
50.79
Please note that T Rowe's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. T Rowe Price has a current Real Value of $51.17 per share. The regular price of the fund is $50.79. We determine the value of T Rowe Price from analyzing 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 future date, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for T Rowe Price is useful when determining the fair value of the PACOX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of T Rowe. Since T Rowe is currently traded on the exchange, buyers and sellers on that exchange determine the market value of PACOX Mutual Fund. However, T Rowe'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  50.79 Real  51.17 Hype  50.46 Naive  50.61
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock 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 the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
51.17
Real Value
51.90
Upside
Estimating the potential upside or downside of T Rowe Price helps investors to forecast how PACOX 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 T Rowe more accurately as focusing exclusively on T Rowe's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
47.2449.4151.58
Details
Hype
Prediction
LowEstimatedHigh
49.7350.4651.19
Details
Naive
Forecast
LowNext ValueHigh
49.8850.6151.35
Details

T Rowe Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for T Rowe's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as T Rowe Price, and traders can use it to determine the average amount a T Rowe'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 = 0.1876

Best PortfolioBest Equity
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Estimated Market Risk

 0.73
  actual daily
6
94% of assets are more volatile

Expected Return

 0.14
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.19
  actual daily
14
86% of assets perform better
Based on monthly moving average T Rowe is performing at about 14% 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 T Rowe by adding it to a well-diversified portfolio.

T Rowe Fundamentals Growth

PACOX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of T Rowe, and T Rowe 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 PACOX Mutual Fund performance.

About T Rowe Performance

To evaluate T Rowe Price 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 T Rowe 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 PACOX 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 T Rowe Price market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents PACOX'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 uses a disciplined portfolio construction process whereby it weights each sector and industry approximately the same as the Standard Poors 500 Stock Index . While the majority of assets will be invested in large-capitalization U.S. common stocks, the fund may have small- and mid-capitalization and foreign exposure in keeping with fund objectives.

Things to note about T Rowe Price performance evaluation

Checking the ongoing alerts about T Rowe for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for T Rowe Price 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 99.9% of its assets in stocks
Evaluating T Rowe's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate T Rowe's mutual fund performance include:
  • Analyzing T Rowe'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 T Rowe's stock is overvalued or undervalued compared to its peers.
  • Examining T Rowe'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 T Rowe's management team can have a significant impact on its success or failure. Reviewing the track record and experience of T Rowe's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of T Rowe's mutual fund. These opinions can provide insight into T Rowe's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating T Rowe's mutual fund performance is not an exact science, and many factors can impact T Rowe's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in T Rowe Price. 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 persons.
You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

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When running T Rowe's price analysis, check to measure T Rowe's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy T Rowe is operating at the current time. Most of T Rowe's value examination focuses on studying past and present price action to predict the probability of T Rowe's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move T Rowe's price. Additionally, you may evaluate how the addition of T Rowe to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between T Rowe's value and its price as these two are different measures arrived at by different means. Investors typically determine if T Rowe is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, T Rowe's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.