Pacific Funds Floating Fund Price on November 30, 2021
| PLBCX Fund | USD 9.51 0.01 0.11% |
Below is the normalized historical share price chart for Pacific Funds Floating extending back to December 30, 2011. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Pacific Funds stands at 9.51, as last reported on the 18th of April 2024, with the highest price reaching 9.51 and the lowest price hitting 9.51 during the day.
If you're considering investing in Pacific Mutual Fund, it is important to understand the factors that can impact its price. We consider Pacific Funds very steady. Pacific Funds Floating maintains Sharpe Ratio (i.e., Efficiency) of 0.22, which implies the entity had a 0.22% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Pacific Funds Floating, which you can use to evaluate the volatility of the fund. Please check Pacific Funds' Downside Deviation of 0.1125, risk adjusted performance of 0.0997, and Standard Deviation of 0.1454 to confirm if the risk estimate we provide is consistent with the expected return of 0.0327%.
Pacific Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Pacific |
Sharpe Ratio = 0.2197
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Estimated Market Risk
| 0.15 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Pacific Funds is performing at about 17% 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 Pacific Funds by adding it to a well-diversified portfolio.
Pacific Funds Valuation on November 30, 2021
It is possible to determine the worth of Pacific Funds on a given historical date. On November 30, 2021 Pacific was worth 9.66 at the beginning of the trading date compared to the closed value of 8.41. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Pacific Funds mutual fund. Still, in general, we apply an absolute valuation method to find Pacific Funds' value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Pacific Funds where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Pacific Funds' related companies.
| Open | High | Low | Close | Volume | |
04/04/2022 | 9.66 | 9.66 | 8.41 | 8.41 | 1.00 |
| 9.67 | 9.67 | 8.42 | 8.42 | 1.00 |
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Pacific Funds Trading Date Momentum on November 30, 2021
The event impact on price volatility cannot be determined at this time. Please check this event after some time to allow current data to be analyzed.Pacific Funds Floating Fundamentals Correlations and Trends
By evaluating Pacific Funds' financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Pacific Funds' main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Pacific financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Pacific Funds Mutual Fund history
Pacific Funds investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Pacific is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Pacific Funds Floating will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Pacific Funds stock prices may prove useful in developing a viable investing in Pacific Funds
The fund invests principally in income producing floating rate loans and floating rate debt securities. Under normal circumstances, it invests at least 80 percent of its assets in floating rate loans and floating rate debt securities. The fund may invest up to 25 percent of its assets in U.S. dollar denominated foreign investments, principally in developed markets. It may invest up to 20 percent of its assets in other types of debt instruments or securities including non-investment grade debt instruments.
Pacific Funds Mutual Fund Technical Analysis
Pacific Funds technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Pacific Funds Period Price Range
Low | April 4, 2022
| High |
9.66 | 8.41 |
Pacific Funds April 18, 2024 Market Strength
Market strength indicators help investors to evaluate how Pacific Funds mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Pacific Funds shares will generate the highest return on investment. By undertsting and applying Pacific Funds mutual fund market strength indicators, traders can identify Pacific Funds Floating entry and exit signals to maximize returns
Pacific Funds Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Pacific Funds' price direction in advance. Along with the technical and fundamental analysis of Pacific Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Pacific to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0997 | |||
| Jensen Alpha | 0.0177 | |||
| Total Risk Alpha | 0.0102 | |||
| Sortino Ratio | (0.22) | |||
| Treynor Ratio | 0.3111 |
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Pacific Funds Floating. 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 Pacific Funds Floating information on this page should be used as a complementary analysis to other Pacific Funds' 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 Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.