Pace High Yield Fund Five Year Return
| PHDTX Fund | USD 8.73 0.01 0.11% |
Pace High Yield fundamentals help investors to digest information that contributes to Pace High's financial success or failures. It also enables traders to predict the movement of Pace Mutual Fund. The fundamental analysis module provides a way to measure Pace High's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Pace High mutual fund.
Pace |
Pace High Yield Mutual Fund Five Year Return Analysis
Pace High's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Pace High Yield has a Five Year Return of 0.0%. This indicator is about the same for the UBS Asset Management average (which is currently at 0.0) family and about the same as High Yield Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Did you try this?
Run Stock Screener Now
Stock ScreenerFind equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. |
| All Next | Launch Module |
Fund Asset Allocation for Pace High
The fund consists of 96.04% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Pace High's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Pace Fundamentals
| Total Asset | 285.4 M | |||
| Annual Yield | 0.06 % | |||
| Net Asset | 193.4 M | |||
| Cash Position Weight | 1.93 % | |||
| Equity Positions Weight | 0.48 % | |||
| Bond Positions Weight | 96.04 % |
About Pace High Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pace High Yield's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pace High using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pace High Yield based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Pace High in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Pace High's short interest history, or implied volatility extrapolated from Pace High options trading.
Becoming a Better Investor with Macroaxis
Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Pace High Yield using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
Align your risk with return expectations
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Pace High Yield. 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 estimate. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.