Pacific Mutual Fund Manager Performance Evaluation

PFPCX -  USA Fund  

USD 17.36  0.65  3.61%

The fund holds a Beta of 1.2838, which implies a somewhat significant risk relative to the market. Let's try to break down what Pacific'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, Pacific Funds will likely underperform. Even though it is essential to pay attention to Pacific Funds SmallM current trending patterns, it is always good to be careful when utilizing equity existing price patterns. Our philosophy towards forecasting any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Pacific Funds SmallM exposes twenty-one different technical indicators, which can help you to evaluate its performance.

Pacific Mutual Fund Performance 

 
Refresh
Pacific Performance
0 of 100
Over the last 90 days Pacific Funds SmallMid-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.
Fifty Two Week Low13.69
Fifty Two Week High18.44
Annual Report Expense Ratio1.95%

Pacific Funds Relative Risk vs. Return Landscape

If you would invest  1,748  in Pacific Funds SmallMid-Cap on August 30, 2021 and sell it today you would lose (12.00)  from holding Pacific Funds SmallMid-Cap or give up 0.69% of portfolio value over 90 days. Pacific Funds SmallMid-Cap is currently producing negative expected returns and takes up 1.1245% volatility of returns over 90 trading days. Put another way, 9% 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.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Pacific Funds is expected to generate 1.51 times more return on investment than the market. However, the company is 1.51 times more volatile than its market benchmark. It trades about 0.0 of its potential returns per unit of risk. The DOW is currently generating roughly -0.03 per unit of risk.

Pacific Funds Current Valuation

Overvalued
Today
17.36
28th of November 2021
Share
Please note that Pacific Funds' price fluctuation is very steady at this time.
Pacific Funds SmallM holds a recent Real Value of $16.56 per share. The prevailing price of the fund is $17.36. At this time, the fund appears to be overvalued. We determine the value of Pacific Funds SmallM from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued entities and dropping overvalued entities since, at some point, stock prices and their ongoing real values will merge together.
Our valuation method for Pacific Funds SmallMid-Cap is useful when determining the fair value of the Pacific mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Pacific Funds. Since Pacific Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pacific Mutual Fund. However, Pacific Funds' 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.
16.56
Real Value
17.93
Upside
Estimating the potential upside or downside of Pacific Funds SmallMid-Cap helps investors to forecast how Pacific 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 Pacific Funds more accurately as focusing exclusively on Pacific Funds' fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
17.1817.8518.54
Details
Hype
Prediction
LowEstimated ValueHigh
16.0217.3918.76
Details
Naive
Forecast
LowNext ValueHigh
16.5317.9019.26
Details

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 SmallMid-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 = -0.004

Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsPFPCX
Estimated Market Risk
 1.12
  actual daily
 
 9 %
of total potential
 
99
Expected Return
 0.0
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.0
  actual daily
 
 0 %
of total potential
 
00
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.

About Pacific Funds Performance

To evaluate Pacific Funds SmallM 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 Pacific Funds 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 Pacific 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 Pacific Funds SmallM 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 Pacific'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 investment seeks long-term capital appreciation. The fund invests at least 80 percent of its assets in common stocks and other equity securities of small and medium capitalization U.S. companies. The adviser defines small and medium capitalization companies as companies whose market capitalizations fall within the range of the Russell 2500 Index. It invests in securities that the funds sub-adviser believes are attractively valued with the potential to exceed investor expectations.

Things to note about Pacific Funds SmallM

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

Pacific Funds Alerts

Equity Alerts and Improvement Suggestions

Pacific Funds SmallM generated a negative expected return over the last 90 days
The fund generated three year return of 0.0%
Pacific Funds SmallM maintains 99.46% of its assets in stocks
Please check Your Equity Center. Note that the Pacific Funds SmallM 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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

Complementary Tools for Pacific Mutual Fund analysis

When running Pacific Funds SmallM price analysis, check to measure Pacific Funds' 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 Pacific Funds is operating at the current time. Most of Pacific Funds' value examination focuses on studying past and present price action to predict the probability of Pacific Funds' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Pacific Funds' price. Additionally, you may evaluate how the addition of Pacific Funds to your portfolios can decrease your overall portfolio volatility.
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Go
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Go
Equity Valuation
Check real value of public entities based on technical and fundamental data
Go
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Go
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Go
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Stock Screener
Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Go
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Go
Please note, there is a significant difference between Pacific Funds' value and its price as these two are different measures arrived at by different means. Investors typically determine Pacific Funds value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Pacific Funds' 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.