Dana Epiphany Financials
| ESGIX Fund | USD 15.60 0.05 0.32% |
Dana |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dana Epiphany Fund Summary
Dana Epiphany competes with American Mutual, Tax-managed, Neiman Large, Dodge Cox, and Touchstone Large. The fund seeks to achieve its investment objective through investment in publicly traded equity securities using a disciplined, risk-controlled investment process. Under normal circumstances, it will invest at least 80 percent of its net assets in a diversified portfolio of equity securities. Under normal circumstances, at least 80 percent of the funds net assets will be subject to the ESG screening process.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Valued Advisers Trust |
| Mutual Fund Family | Dana Investment |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 320 2185 |
| Currency | USD - US Dollar |
Dana Epiphany Key Financial Ratios
Dana Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dana Epiphany's current stock value. Our valuation model uses many indicators to compare Dana Epiphany value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dana Epiphany competition to find correlations between indicators driving Dana Epiphany's intrinsic value. More Info.Dana Epiphany Esg is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 513.12 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dana Epiphany's earnings, one of the primary drivers of an investment's value.Dana Epiphany Esg Systematic Risk
Dana Epiphany's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dana Epiphany volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Dana Epiphany Esg correlated with the market. If Beta is less than 0 Dana Epiphany generally moves in the opposite direction as compared to the market. If Dana Epiphany Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dana Epiphany Esg is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dana Epiphany is generally in the same direction as the market. If Beta > 1 Dana Epiphany moves generally in the same direction as, but more than the movement of the benchmark.
Dana Epiphany February 26, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dana Epiphany help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dana Epiphany Esg. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dana Epiphany Esg based on widely used predictive technical indicators. In general, we focus on analyzing Dana Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dana Epiphany's daily price indicators and compare them against related drivers.
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 3.75 | |||
| Value At Risk | (1.75) | |||
| Potential Upside | 1.02 |
Other Information on Investing in Dana Mutual Fund
Dana Epiphany financial ratios help investors to determine whether Dana Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dana with respect to the benefits of owning Dana Epiphany security.
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