Ultrashort Mid Cap Profund Fund Manager Performance Evaluation
| UIPSX Fund | USD 30.52 0.17 0.55% |
The entity has a beta of -2.72, which indicates a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Ultrashort Mid are expected to decrease by larger amounts. On the other hand, during market turmoil, Ultrashort Mid is expected to outperform it.
Risk-Adjusted Performance
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Over the last 90 days Ultrashort Mid Cap Profund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ultrashort Mid is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.7800 |
Ultrashort |
Ultrashort Mid Relative Risk vs. Return Landscape
If you would invest 3,278 in Ultrashort Mid Cap Profund on January 30, 2024 and sell it today you would lose (226.00) from holding Ultrashort Mid Cap Profund or give up 6.89% of portfolio value over 90 days. Ultrashort Mid Cap Profund is currently producing negative expected returns and takes up 1.8451% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Ultrashort, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Ultrashort Mid Current Valuation
Overvalued
Today
Please note that Ultrashort Mid's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Ultrashort Mid Cap has a current Real Value of $28.11 per share. The regular price of the fund is $30.52. We determine the value of Ultrashort Mid Cap 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 Ultrashort Mid Cap Profund is useful when determining the fair value of the Ultrashort mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Ultrashort Mid. Since Ultrashort Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ultrashort Mutual Fund. However, Ultrashort Mid'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 30.52 | Real 28.11 | Hype 30.52 | Naive 29.82 |
The real value of Ultrashort Mutual Fund, also known as its intrinsic value, is the underlying worth of Ultrashort Mid Cap Mutual Fund, which is reflected in its stock price. It is based on Ultrashort Mid's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Ultrashort Mid'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 Ultrashort Mid'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 Ultrashort Mid Cap Profund helps investors to forecast how Ultrashort 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 Ultrashort Mid more accurately as focusing exclusively on Ultrashort Mid's fundamentals will not take into account other important factors: Ultrashort Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ultrashort Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ultrashort Mid Cap Profund, and traders can use it to determine the average amount a Ultrashort Mid'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 = -0.0524
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| Negative Returns | UIPSX |
Estimated Market Risk
| 1.85 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ultrashort Mid 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 Ultrashort Mid by adding Ultrashort Mid to a well-diversified portfolio.
Ultrashort Mid Fundamentals Growth
Ultrashort Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ultrashort Mid, and Ultrashort Mid 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 Ultrashort Mutual Fund performance.
| Total Asset | 1.37 M | |||
About Ultrashort Mid Performance
To evaluate Ultrashort Mid Cap 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 Ultrashort Mid 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 Ultrashort 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 Ultrashort Mid Cap market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Ultrashort'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 financial instruments that ProFund Advisors believes, in combination, should produce daily returns consistent with the Daily Target. It is a market capitalization-weighted index of 400 U.S. operating companies and real estate investment trusts selected through a process that factors in criteria such as liquidity, price, market capitalization, financial viability and public float. It is non-diversified.Things to note about Ultrashort Mid Cap performance evaluation
Checking the ongoing alerts about Ultrashort Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ultrashort Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ultrashort Mid Cap generated a negative expected return over the last 90 days | |
| This fund generated-29.0 ten year return of -29.0% | |
| Ultrashort Mid keeps about 126.55% of its net assets in cash |
- Analyzing Ultrashort Mid'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 Ultrashort Mid's stock is overvalued or undervalued compared to its peers.
- Examining Ultrashort Mid'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 Ultrashort Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ultrashort Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ultrashort Mid's mutual fund. These opinions can provide insight into Ultrashort Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Ultrashort Mid Cap Profund. 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 state. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.