PASVX Mutual Fund Manager Performance Evaluation

PASVX
 Fund
  

USD 51.85  0.28  0.54%   

The entity has a beta of 1.0429, which indicates a somewhat significant risk relative to the market. Let's try to break down what PASVX's beta means in this case. T ROWE returns are very sensitive to returns on the market. As the market goes up or down, T ROWE is expected to follow. Even though it is essential to pay attention to T ROWE PRICE current price movements, it is always good to be careful when utilizing equity historical returns. Our way of measuring any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. T ROWE PRICE exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  
PASVX Performance
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Over the last 90 days T ROWE PRICE has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, T ROWE is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
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PASVX Price Channel

Fifty Two Week Low47.85
Fifty Two Week High65.87

T ROWE Relative Risk vs. Return Landscape

If you would invest  5,415  in T ROWE PRICE on September 10, 2022 and sell it today you would lose (230.00)  from holding T ROWE PRICE or give up 4.25% of portfolio value over 90 days. T ROWE PRICE is currently producing negative expected returns and takes up 1.6123% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than PASVX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon T ROWE is expected to under-perform the market. In addition to that, the company is 1.08 times more volatile than its market benchmark. It trades about -0.03 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.0 per unit of volatility.

T ROWE Current Valuation

Fairly Valued
Today 51.85
Please note that T ROWE's price fluctuation is very steady at this time.
T ROWE PRICE has a current Real Value of $51.61 per share. The regular price of the fund is $51.85. At this time, the entity appears to be fairly valued. We determine the value of T ROWE PRICE from analyzing 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 future date, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for T ROWE PRICE is useful when determining the fair value of the PASVX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of T ROWE. Since T ROWE is currently traded on the exchange, buyers and sellers on that exchange determine the market value of PASVX Mutual Fund. However, T ROWE'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.
51.61
Real Value
53.22
Upside
Estimating the potential upside or downside of T ROWE PRICE helps investors to forecast how PASVX 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 T ROWE more accurately as focusing exclusively on T ROWE's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
50.9952.6554.32
Details
Hype
Prediction
LowEstimated ValueHigh
50.2451.8553.46
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
1.861.992.11
Details

T ROWE Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for T ROWE's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as T ROWE PRICE, and traders can use it to determine the average amount a T ROWE'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 = -0.0348

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Negative ReturnsPASVX
Estimated Market Risk
 1.61
  actual daily
 
 13 %
of total potential
 
1313
Expected Return
 -0.06
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.03
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average T ROWE is performing at about 0% 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 T ROWE by adding it to a well-diversified portfolio.

About T ROWE Performance

To evaluate T ROWE PRICE 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 T ROWE 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 PASVX 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 T ROWE PRICE market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents PASVX'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 will invest at least 80 percent of its net assets in companies with a market capitalization that is within or below the range of companies in the Russell 2000 Index. T Rowe is traded on NASDAQ Exchange in the United States.

Things to note about T ROWE PRICE

Checking the ongoing alerts about T ROWE for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for T ROWE PRICE help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

T ROWE Alerts

Equity Alerts and Improvement Suggestions

T ROWE PRICE generated a negative expected return over the last 90 days
The fund generated three year return of 0.0%
T ROWE PRICE maintains 97.18% of its assets in stocks
Please check Your Equity Center. You can also try Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running T ROWE PRICE price analysis, check to measure T ROWE's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy T ROWE is operating at the current time. Most of T ROWE's value examination focuses on studying past and present price action to predict the probability of T ROWE's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move T ROWE's price. Additionally, you may evaluate how the addition of T ROWE to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between T ROWE's value and its price as these two are different measures arrived at by different means. Investors typically determine T ROWE value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, T ROWE's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.