Stocksplus Tr Short Fund Manager Performance Evaluation
PSTIX Fund | USD 7.82 0.08 1.01% |
The entity has a beta of 0.0185, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Stocksplus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Stocksplus is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Stocksplus Tr Short has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Stocksplus is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreExpense Ratio | 0.7200 |
Stocksplus |
Stocksplus Relative Risk vs. Return Landscape
If you would invest 794.00 in Stocksplus Tr Short on January 26, 2024 and sell it today you would lose (12.00) from holding Stocksplus Tr Short or give up 1.51% of portfolio value over 90 days. Stocksplus Tr Short is currently producing negative expected returns and takes up 0.7518% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Stocksplus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
Risk |
Stocksplus Current Valuation
Overvalued
Today
Please note that Stocksplus' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Stocksplus Tr Short has a current Real Value of $7.18 per share. The regular price of the fund is $7.82. We determine the value of Stocksplus Tr Short 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, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for Stocksplus Tr Short is useful when determining the fair value of the Stocksplus mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Stocksplus. Since Stocksplus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Stocksplus Mutual Fund. However, Stocksplus' 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 7.82 | Real 7.18 | Hype 7.82 | Naive 7.91 |
The real value of Stocksplus Mutual Fund, also known as its intrinsic value, is the underlying worth of Stocksplus Tr Short Mutual Fund, which is reflected in its stock price. It is based on Stocksplus' financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Stocksplus' 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 Stocksplus' 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 Stocksplus Tr Short helps investors to forecast how Stocksplus 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 Stocksplus more accurately as focusing exclusively on Stocksplus' fundamentals will not take into account other important factors: Stocksplus Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stocksplus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Stocksplus Tr Short, and traders can use it to determine the average amount a Stocksplus' 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 = -0.029
Best Portfolio | Best Equity | |||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | PSTIX |
Estimated Market Risk
0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
-0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Stocksplus is not performing at its full potential. However, 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 Stocksplus by adding Stocksplus to a well-diversified portfolio.
Stocksplus Fundamentals Growth
Stocksplus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Stocksplus, and Stocksplus 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 Stocksplus Mutual Fund performance.
Total Asset | 136.09 M | ||||
About Stocksplus Performance
To evaluate Stocksplus Tr Short 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 Stocksplus 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 Stocksplus 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 Stocksplus Tr Short market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Stocksplus'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 investment objective by investing primarily in short positions with respect to the SP 500 Index or specific index securities, backed by a portfolio of Fixed Income Instruments. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.Things to note about Stocksplus Tr Short performance evaluation
Checking the ongoing alerts about Stocksplus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Stocksplus Tr Short help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Stocksplus Tr Short generated a negative expected return over the last 90 days | |
This fund generated-11.0 ten year return of -11.0% | |
Stocksplus maintains about 50.69% of its assets in cash |
- Analyzing Stocksplus' 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 Stocksplus' stock is overvalued or undervalued compared to its peers.
- Examining Stocksplus' 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 Stocksplus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stocksplus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Stocksplus' mutual fund. These opinions can provide insight into Stocksplus' 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 Stocksplus Tr Short. 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 gross domestic product. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.