Poplar Forest Partners Fund Manager Performance Evaluation
| PFPFX Fund | USD 53.26 0.20 0.38% |
The fund holds a Beta of 0.85, which implies possible diversification benefits within a given portfolio. Poplar Forest returns are very sensitive to returns on the market. As the market goes up or down, Poplar Forest is expected to follow.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Poplar Forest Partners are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Poplar Forest is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of January 2023 | |
| Expense Ratio | 1.2000 |
Poplar |
Poplar Forest Relative Risk vs. Return Landscape
If you would invest 5,045 in Poplar Forest Partners on January 26, 2024 and sell it today you would earn a total of 281.00 from holding Poplar Forest Partners or generate 5.57% return on investment over 90 days. Poplar Forest Partners is currently producing 0.0894% returns and takes up 0.6275% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Poplar, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Poplar Forest Current Valuation
Undervalued
Today
Please note that Poplar Forest's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Poplar Forest Partners holds a recent Real Value of $54.92 per share. The prevailing price of the fund is $53.26. We determine the value of Poplar Forest Partners from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Poplar Forest Partners is useful when determining the fair value of the Poplar mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Poplar Forest. Since Poplar Forest is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Poplar Mutual Fund. However, Poplar Forest's 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. | Historical | Market 53.26 | Real 54.92 | Hype 53.26 | Naive 53.41 |
The real value of Poplar Mutual Fund, also known as its intrinsic value, is the underlying worth of Poplar Forest Partners Mutual Fund, which is reflected in its stock price. It is based on Poplar Forest's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Poplar Forest's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Poplar Forest's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Poplar Forest Partners helps investors to forecast how Poplar 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 Poplar Forest more accurately as focusing exclusively on Poplar Forest's fundamentals will not take into account other important factors: Poplar Forest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Poplar Forest's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Poplar Forest Partners, and traders can use it to determine the average amount a Poplar Forest'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 = 0.1425
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Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Poplar Forest is performing at about 11% 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 Poplar Forest by adding it to a well-diversified portfolio.
Poplar Forest Fundamentals Growth
Poplar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Poplar Forest, and Poplar Forest 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 Poplar Mutual Fund performance.
| Price To Earning | 15.66 X | |||
| Price To Book | 1.32 X | |||
| Price To Sales | 1.00 X | |||
| Total Asset | 23.94 M | |||
About Poplar Forest Performance
To evaluate Poplar Forest Partners 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 Poplar Forest 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 Poplar 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 Poplar Forest Partners market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Poplar'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 fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. It generally focuses on 25 to 35 companies with an investment grade debt rating, a history of paying common stock dividends, and a market capitalization among the top 1,000 companies in the United States.Things to note about Poplar Forest Partners performance evaluation
Checking the ongoing alerts about Poplar Forest for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Poplar Forest Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Poplar Forest's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Poplar Forest's mutual fund performance include:- Analyzing Poplar Forest's 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 Poplar Forest's stock is overvalued or undervalued compared to its peers.
- Examining Poplar Forest's 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 Poplar Forest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Poplar Forest's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Poplar Forest's mutual fund. These opinions can provide insight into Poplar Forest's 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, which includes a position in Poplar Forest Partners. 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 census. Note that the Poplar Forest Partners information on this page should be used as a complementary analysis to other Poplar Forest'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 the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.