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Pioneer Floating Rate Trust
PHD | US
9.80
USD0.01
0.10%
PHD | US
About Pioneer Floating Rate Trust
Sector
Financial Services
Industry
Asset Management
Earnings date
30/11/2023
As of date
21/10/2024
Close
9.80
Open
9.79
High
9.83
Low
9.75
Pioneer Floating Rate Fund Inc. is closed ended fixed income mutual fund launched and managed by Pioneer Investment Management Inc. It invests in the fixed income markets of the United States. The fund primarily invests in senior secured floating-rate loans. It benchmarks the performance of its portfolio against the Barclays U.S. High Yield Loans Index. Pioneer Floating Rate Fund Inc. was formed on October 6 2004 and is domiciled in the United States.
View LessPHD | US
Risk
5.7
Sharpe
2.14
Luna's Score
64/100
Recommendation
Hold
Luna says (PHD | US)
What's Working
Low 6-Month Volatility (<30%)
Low Market Beta (-0.4 to 0.8)
Value Stock (Price to Book < 3)
Strong Operating Margin (> 25%)
Strong Sharpe Ratio (> 1.2)
What's not Working
Price Below SMA10D
Microcap (<300M USD)
Volatility Signals
Bearish: Increased Volatility (6-month > 1-month volatility)
Risk Meter
10 days
6.9%1 month
5.7%3 months
10.9%6 months
9.6%Returns
Fundamental Ratios
PE
5.73
Fwd. PE
-
Price to book
0.96
Debt to equity
0.49
Debt to assets
0.32
Ent. to EBITDA
-
Ent. to rev.
8.40
PEG
-
Other Fundamentals
EBITDA
-
MarketCap
121.27M
MarketCap(USD)
121.27M
Div. yield
11.34
Op. margin
88.55
Erngs. growth
110.40
Rev. growth
3.10
Ret. on equity
16.98
Short ratio
0.67
Short perc.
-
Market Sentiment (SMA and Price signals)
Short-term: Bullish (SMA10D > SMA1M)
Intermediate-term: Bullish (SMA1M > SMA3M)
Long-term: Bullish (SMA6M > SMA12M)
SMAs: Stock Price Trends
Range10D
0.21
Range1M
0.21
Range3M
0.78
Volumes: Market Activity
Rel. volume
0.81
Price X volume
437.02K
Peers
Diversifiers
Industry Comparison
| Parameter | Company | Industry | Indicator |
|---|---|---|---|
| Enterprise to EBITDA | - | - | - |
| Ent. to Revenue | 8.40 | - | Cheaper |
| PE Ratio | 5.73 | 20.20 | Cheaper |
| Price to Book | 0.96 | 2.63 | Cheaper |
| Dividend Yield | 11.34 | - | Leader |
| Std. Deviation (3M) | 10.90 | - | Lower Risk |
| Debt to Equity | 0.49 | 50.50 | Cheaper |
| Debt to Assets | 0.32 | 44.08 | Cheaper |
| Market Cap | 121.27M | - | Emerging |
