Pacific Funds Small Cap Manager Performance
The fund holds a Beta of 0.0, which implies not very significant fluctuations relative to the market. the returns on MARKET and Pacific Funds are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Pacific Funds Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Pacific Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 7.15 | |
| Fifty Two Week High | 12.77 | |
| Annual Report Expense Ratio | 0.95% |
PACIFIC |
Pacific Funds Relative Risk vs. Return Landscape
If you would invest (100.00) in Pacific Funds Small Cap on January 25, 2024 and sell it today you would earn a total of 100.00 from holding Pacific Funds Small Cap or generate -100.0% return on investment over 90 days. Pacific Funds Small Cap is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than PACIFIC, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pacific Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pacific Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pacific Funds Small Cap, and traders can use it to determine the average amount a Pacific Funds' 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 = 0.0
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Based on monthly moving average Pacific Funds is not performing at its full potential. However, 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 Pacific Funds to a well-diversified portfolio.
Pacific Funds Fundamentals Growth
PACIFIC Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pacific Funds, and Pacific Funds 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 PACIFIC Mutual Fund performance.
| Total Asset | 8.36 M | |||
Things to note about Pacific Funds Small performance evaluation
Checking the ongoing alerts about Pacific Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pacific Funds Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pacific Funds Small is not yet fully synchronised with the market data | |
| Pacific Funds Small has some characteristics of a very speculative penny stock | |
| Pacific Funds Small has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains 97.45% of its assets in stocks |
- Analyzing Pacific Funds' 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 Pacific Funds' stock is overvalued or undervalued compared to its peers.
- Examining Pacific Funds' 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 Pacific Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pacific Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pacific Funds' mutual fund. These opinions can provide insight into Pacific Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios. 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 unemployment. Note that the Pacific Funds Small 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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Other Consideration for investing in PACIFIC Mutual Fund
If you are still planning to invest in Pacific Funds Small check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Pacific Funds' history and understand the potential risks before investing.
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