1789 Growth And Fund Manager Performance Evaluation
| PSECX Fund | USD 16.70 0.02 0.12% |
The entity owns a Beta (Systematic Risk) of 0.76, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, 1789 Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding 1789 Growth is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in 1789 Growth And are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, 1789 Growth 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 February 2023 | |
| Expense Ratio | 2.0300 |
1789 |
1789 Growth Relative Risk vs. Return Landscape
If you would invest 1,586 in 1789 Growth And on January 25, 2024 and sell it today you would earn a total of 82.00 from holding 1789 Growth And or generate 5.17% return on investment over 90 days. 1789 Growth And is currently producing 0.0816% returns and takes up 0.5667% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than 1789, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
1789 Growth Current Valuation
Fairly Valued
Today
Please note that 1789 Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. 1789 Growth And owns a latest Real Value of $16.64 per share. The recent price of the fund is $16.7. We determine the value of 1789 Growth And from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, sooner or later, mutual fund prices and their ongoing real values will grow together.
Our valuation method for 1789 Growth And is useful when determining the fair value of the 1789 mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of 1789 Growth. Since 1789 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of 1789 Mutual Fund. However, 1789 Growth'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 16.7 | Real 16.64 | Hype 16.68 |
The real value of 1789 Mutual Fund, also known as its intrinsic value, is the underlying worth of 1789 Growth And Mutual Fund, which is reflected in its stock price. It is based on 1789 Growth's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of 1789 Growth'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 1789 Growth'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 1789 Growth And helps investors to forecast how 1789 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 1789 Growth more accurately as focusing exclusively on 1789 Growth's fundamentals will not take into account other important factors: 1789 Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 1789 Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as 1789 Growth And, and traders can use it to determine the average amount a 1789 Growth'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 = 0.1441
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Estimated Market Risk
| 0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 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 1789 Growth 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 1789 Growth by adding it to a well-diversified portfolio.
1789 Growth Fundamentals Growth
1789 Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of 1789 Growth, and 1789 Growth 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 1789 Mutual Fund performance.
| Price To Earning | 16.80 X | |||
| Price To Book | 2.73 X | |||
| Price To Sales | 1.18 X | |||
| Total Asset | 17.95 M | |||
About 1789 Growth Performance
To evaluate 1789 Growth And 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 1789 Growth 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 1789 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 1789 Growth And market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents 1789'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 achieve its objective by investing primarily in a combination of common stocks and other equity securities , debt securities and convertible securities. It may also invest in other investment companies such as mutual funds and exchange traded funds that invest primarily in these same securities. The fund may also invest in ETFs that hold physical commodities such as gold, silver, and other precious metals.Things to note about 1789 Growth And performance evaluation
Checking the ongoing alerts about 1789 Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for 1789 Growth And help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 22.01% of its assets in cash |
- Analyzing 1789 Growth'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 1789 Growth's stock is overvalued or undervalued compared to its peers.
- Examining 1789 Growth'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 1789 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of 1789 Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of 1789 Growth's mutual fund. These opinions can provide insight into 1789 Growth'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 1789 Growth And. 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 main economic indicators. Note that the 1789 Growth And information on this page should be used as a complementary analysis to other 1789 Growth'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 Dashboard module to portfolio dashboard that provides centralized access to all your investments.