Premier Money Market Fund Manager Performance Evaluation

IPVXX -  USA Fund  

USD 0.0102  0.99  98.98%

The fund holds a Beta of 95.0, which implies a somewhat significant risk relative to the market. Let's try to break down what Premier's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Premier Portfolio will likely underperform. Although it is essential to pay attention to Premier Portfolio current trending patterns, it is also good to be reasonable about what you can do with equity existing price patterns. Our philosophy towards forecasting future potential of any fund is to look not only at its past charts but also at the business as a whole, including all available fundamental and technical indicators. To evaluate if Premier Portfolio expected return of 13.86 will be sustainable into the future, we have found twenty-one different technical indicators, which can help you to check if the expected returns are sustainable.

Premier Money Market Fund Performance 

 
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 Premier Performance
8 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Premier Portfolio Personal are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Premier Portfolio showed solid returns over the last few months and may actually be approaching a breakup point.

Premier Portfolio Relative Risk vs. Return Landscape

If you would invest  1.02  in Premier Portfolio Personal on July 25, 2021 and sell it today you would earn a total of  0.00  from holding Premier Portfolio Personal or generate 0.0% return on investment over 90 days. Premier Portfolio Personal is currently producing 13.8624% returns and takes up 124.832% volatility of returns over 90 trading days. Put another way, most equities are less risky on the basis of their return distribution than Premier, and majority of traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Premier Portfolio is expected to generate 175.06 times more return on investment than the market. However, the company is 175.06 times more volatile than its market benchmark. It trades about 0.11 of its potential returns per unit of risk. The DOW is currently generating roughly 0.04 per unit of risk.

Premier Portfolio Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Premier Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of money market funds, such as Premier Portfolio Personal, and traders can use it to determine the average amount a Premier Portfolio'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 = 0.111

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Estimated Market Risk
 124.83
  actual daily
 
 96 %
of total potential
 
9696
Expected Return
 5.28
  actual daily
 
 96 %
of total potential
 
9696
Risk-Adjusted Return
 0.11
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 8 %
of total potential
 
88
Based on monthly moving average Premier Portfolio is performing at about 8% 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 Premier Portfolio by adding it to a well-diversified portfolio.

About Premier Portfolio Performance

To evaluate Premier Portfolio Money Market 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 Premier Portfolio 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 Premier Money Market 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 Premier Portfolio stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Premier'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.
Premier Portfolio is entity of United States. It is traded as Fund on NASDAQ exchange.

Things to note about Premier Portfolio

Checking the ongoing alerts about Premier Portfolio for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Premier Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Premier Portfolio Alerts

Equity Alerts and Improvement Suggestions

Premier Portfolio is way too risky over 90 days horizon
Premier Portfolio has some characteristics of a very speculative penny stock
Premier Portfolio appears to be risky and price may revert if volatility continues
Please see Risk vs Return Analysis. Note that the Premier Portfolio information on this page should be used as a complementary analysis to other Premier Portfolio'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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

Complementary Tools for Premier Money Market Fund analysis

When running Premier Portfolio price analysis, check to measure Premier Portfolio'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 Premier Portfolio is operating at the current time. Most of Premier Portfolio's value examination focuses on studying past and present price action to predict the probability of Premier Portfolio's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Premier Portfolio's price. Additionally, you may evaluate how the addition of Premier Portfolio to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Premier Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine Premier Portfolio value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Premier Portfolio'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.