Us Treasury Long Term Fund Manager Performance Evaluation

PRULX Fund  USD 7.44  0.05  0.67%   
The entity owns a Beta (Systematic Risk) of 0.39, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Us Treasury's returns are expected to increase less than the market. However, during the bear market, the loss of holding Us Treasury is expected to be smaller as well.

Risk-Adjusted Performance

8 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Us Treasury Long Term are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Us Treasury is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Fund Files T. Rowe PM to exit, Hartford adds PM to 950m fund - Citywire Professional Buyer
06/20/2024
Expense Ratio Date1st of October 2022
Expense Ratio0.2900
  

Us Treasury Relative Risk vs. Return Landscape

If you would invest  706.00  in Us Treasury Long Term on April 22, 2024 and sell it today you would earn a total of  38.00  from holding Us Treasury Long Term or generate 5.38% return on investment over 90 days. Us Treasury Long Term is currently producing 0.0865% returns and takes up 0.8143% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than PRULX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Us Treasury is expected to generate 1.25 times more return on investment than the market. However, the company is 1.25 times more volatile than its market benchmark. It trades about 0.11 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.13 per unit of risk.

Us Treasury Current Valuation

Fairly Valued
Today
7.44
Please note that Us Treasury's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Us Treasury Long owns a latest Real Value of $7.39 per share. The recent price of the fund is $7.44. We determine the value of Us Treasury Long from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point future time, mutual fund prices and their ongoing real values will merge together.
Since Us Treasury is currently traded on the exchange, buyers and sellers on that exchange determine the market value of PRULX Mutual Fund. However, Us Treasury'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  7.44 Real  7.39 Hype  7.44
The intrinsic value of Us Treasury'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 Us Treasury'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.
7.39
Real Value
8.20
Upside
Estimating the potential upside or downside of Us Treasury Long Term helps investors to forecast how PRULX 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 Us Treasury more accurately as focusing exclusively on Us Treasury's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
6.637.448.25
Details

Us Treasury Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Us Treasury's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Us Treasury Long Term, and traders can use it to determine the average amount a Us Treasury'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 = 0.1063

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Estimated Market Risk

 0.81
  actual daily
7
93% of assets are more volatile

Expected Return

 0.09
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.11
  actual daily
8
92% of assets perform better
Based on monthly moving average Us Treasury 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 Us Treasury by adding it to a well-diversified portfolio.

Us Treasury Fundamentals Growth

PRULX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Us Treasury, and Us Treasury 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 PRULX Mutual Fund performance.
Total Asset225.55 M

About Us Treasury Performance

Evaluating Us Treasury's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Us Treasury has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Us Treasury has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to track the investment returns of its benchmark index, the Bloomberg U.S. Long Treasury Bond Index. It invests at least 80 percent of its net assets in securities that are held in its benchmark index and at least 80 percent of its net assets in U.S. Treasury securities, which are backed by the full faith and credit of the U.S. government. The index is an index consisting of U.S. dollar-denominated, fixed rate nominal debt issued by the U.S. Treasury with maturities of 10 years or more.

Things to note about Us Treasury Long performance evaluation

Checking the ongoing alerts about Us Treasury for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Us Treasury Long help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Us Treasury Long generated five year return of -4.0%
This fund maintains about 99.19% of its assets in bonds
Evaluating Us Treasury's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Us Treasury's mutual fund performance include:
  • Analyzing Us Treasury'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 Us Treasury's stock is overvalued or undervalued compared to its peers.
  • Examining Us Treasury'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 Us Treasury's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Us Treasury's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Us Treasury's mutual fund. These opinions can provide insight into Us Treasury's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Us Treasury's mutual fund performance is not an exact science, and many factors can impact Us Treasury's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in PRULX Mutual Fund

Us Treasury financial ratios help investors to determine whether PRULX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in PRULX with respect to the benefits of owning Us Treasury security.
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