Pacific Funds Manager Performance Evaluation

PFWDX -- USA Fund  

USD 11.50  0.01  0.09%

The fund holds Beta of -0.0877 which implies as returns on market increase, returns on owning Pacific Funds are expected to decrease at a much smaller rate. During bear market, Pacific Funds is likely to outperform the market. Even though it is essential to pay attention to Pacific Funds Small current trending patterns, it is always good to be careful when utilizing equity existing price patterns. Macroaxis philosophy towards forecasting future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Pacific Funds Small exposes twenty-one different technical indicators which can help you to evaluate its performance.

Risk-Adjusted Fund Performance

Over the last 30 days Pacific Funds Small Cap Growth has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, Pacific Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low9.75
Fifty Two Week High13.26
Annual Report Expense Ratio0.95%
Horizon     30 Days    Login   to change

Pacific Funds Small Relative Risk vs. Return Landscape

If you would invest  1,181  in Pacific Funds Small Cap Growth on September 17, 2019 and sell it today you would lose (31.00)  from holding Pacific Funds Small Cap Growth or give up 2.62% of portfolio value over 30 days. Pacific Funds Small Cap Growth is currently producing negative expected returns and takes up 1.3023% volatility of returns over 30 trading days. Put another way, 11% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Pacific Funds is expected to under-perform the market. In addition to that, the company is 1.31 times more volatile than its market benchmark. It trades about -0.02 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.0 per unit of volatility.

Pacific Funds Current Valuation

Fairly Valued
October 17, 2019
Market Value
Real Value
Pacific Funds is somewhat reliable asset. Pacific Funds Small holds recent Real Value of $11.49 per share. The prevailing price of the fund is $11.5. At this time the fund appears to be fairly valued. We determine the value of Pacific Funds Small from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together.

Pacific Funds Market Risk Analysis

Sharpe Ratio = -0.0232
Good Returns
Average Returns
Small Returns
Negative ReturnsPFWDX

Pacific Funds Relative Performance Indicators

Estimated Market Risk
  actual daily
 11 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 0 %
of total potential
Based on monthly moving average Pacific Funds is performing at about 0% 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 Alerts

Equity Alerts and Improvement Suggestions

Pacific Funds Small generates negative expected return over the last 30 days
Latest headline from MacroaxisInsider: Acquisition by Howey Gregory B of 516 shares of Rogers subject to Rule 16b-3
The fund maintains 97.88% of its assets in stocks
Additionally take a look at Your Equity Center. Please also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.