Power Income Fund Manager Performance Evaluation
| PWRIX Fund | USD 8.79 0.01 0.11% |
The fund holds a Beta of 0.19, which implies not very significant fluctuations relative to the market. As returns on the market increase, Power Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Power Income is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Power Income Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Power Income 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 October 2022 | |
| Expense Ratio | 1.9200 |
Power |
Power Income Relative Risk vs. Return Landscape
If you would invest 881.00 in Power Income Fund on January 31, 2024 and sell it today you would lose (3.00) from holding Power Income Fund or give up 0.34% of portfolio value over 90 days. Power Income Fund is currently producing negative expected returns and takes up 0.2315% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Power, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Power Income Current Valuation
Fairly Valued
Today
Please note that Power Income's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Power Me Fund holds a recent Real Value of $8.8 per share. The prevailing price of the fund is $8.79. We determine the value of Power Me Fund 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 Power Income Fund is useful when determining the fair value of the Power mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Power Income. Since Power Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Power Mutual Fund. However, Power Income'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 8.79 | Real 8.8 | Hype 8.78 | Naive 8.8 |
The real value of Power Mutual Fund, also known as its intrinsic value, is the underlying worth of Power Me Fund Mutual Fund, which is reflected in its stock price. It is based on Power Income's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Power Income'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 Power Income'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 Power Income Fund helps investors to forecast how Power 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 Power Income more accurately as focusing exclusively on Power Income's fundamentals will not take into account other important factors: Power Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Power Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Power Income Fund, and traders can use it to determine the average amount a Power Income'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 = -0.0226
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| Negative Returns | PWRIX |
Estimated Market Risk
| 0.23 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Power Income 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 Power Income by adding Power Income to a well-diversified portfolio.
Power Income Fundamentals Growth
Power Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Power Income, and Power Income 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 Power Mutual Fund performance.
| Price To Earning | 15.56 X | ||||
| Price To Book | 0.92 X | ||||
| Price To Sales | 1.38 X | ||||
| Total Asset | 36.52 M | ||||
About Power Income Performance
To evaluate Power Me Fund 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 Power Income 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 Power 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 Power Me Fund market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Power'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 in income-producing fixed income and alternative strategy exchange-traded funds . Fixed income ETFs may invest in non-investment grade fixed income securities, commonly known as high yield or junk bonds that are rated below Baa3 by Moodys Investors Service or similarly by another rating agency. It may also invest in ETFs that primarily invest in dividend-paying equity securities of U.S., foreign and emerging market issuers.Things to note about Power Me Fund performance evaluation
Checking the ongoing alerts about Power Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Power Me Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Power Me Fund generated a negative expected return over the last 90 days | |
| Power Me Fund generated five year return of 0.0% | |
| This fund maintains about 43.23% of its assets in bonds |
- Analyzing Power Income'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 Power Income's stock is overvalued or undervalued compared to its peers.
- Examining Power Income'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 Power Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Power Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Power Income's mutual fund. These opinions can provide insight into Power Income'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 Power Income Fund. 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 Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.