Pacific Mutual Fund Manager Performance Evaluation

PLBCX -  USA Fund  

USD 9.75  0.00  0.00%

The fund holds a Beta of -0.0095, which implies not very significant fluctuations relative to the market. Let's try to break down what Pacific's beta means in this case. As returns on the market increase, returns on owning Pacific Funds are expected to decrease at a much lower rate. During the bear market, Pacific Funds is likely to outperform the market. Even though it is essential to pay attention to Pacific Funds Floating 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 Floating exposes twenty-one different technical indicators, which can help you to evaluate its performance.

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 Pacific Performance
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Over the last 90 days Pacific Funds Floating 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 Low9.45
Fifty Two Week High9.77
Annual Report Expense Ratio1.73%

Pacific Funds Relative Risk vs. Return Landscape

If you would invest  976.00  in Pacific Funds Floating on June 27, 2021 and sell it today you would lose (1.00)  from holding Pacific Funds Floating or give up 0.1% of portfolio value over 90 days. Pacific Funds Floating is currently producing negative expected returns and takes up 0.0401% 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.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Pacific Funds is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 17.89 times less risky than the market. the firm trades about -0.04 of its potential returns per unit of risk. The DOW is currently generating roughly 0.0 of returns per unit of risk over similar time horizon.

Pacific Funds Current Valuation

Fairly Valued
Today
9.75
25th of September 2021
Share
Please note that Pacific Funds' price fluctuation is very steady at this time.
Pacific Funds Floating holds a recent Real Value of $9.75 per share. The prevailing price of the fund is $9.75. At this time, the fund appears to be fairly valued. We determine the value of Pacific Funds Floating 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 Floating 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.
9.75
Real Value
9.79
Upside
Estimating the potential upside or downside of Pacific Funds Floating 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
9.719.739.76
Details
Hype
Prediction
LowEstimated ValueHigh
9.719.759.79
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.180.180.18
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 Floating, 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 = -0.0425

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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 Floating 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 Floating 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 fund invests principally in income producing floating rate loans and floating rate debt securities. Pacific Funds is traded on NASDAQ Exchange in the United States.

Things to note about Pacific Funds Floating

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 Floating 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 generates negative expected return over the last 90 days
Pacific Funds is unlikely to experience financial distress in the next 2 years
The fund maintains about 8.54% of its assets in cash
Please check Your Equity Center. Note that the Pacific Funds Floating 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 Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.

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When running Pacific Funds Floating 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.
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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.