Mawer Dactions Internationales Fund Manager Performance Evaluation
| 0P00007149 | CAD 88.05 0.53 0.61% |
The fund secures a Beta (Market Risk) of 0.0214, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mawer Dactions' returns are expected to increase less than the market. However, during the bear market, the loss of holding Mawer Dactions is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mawer dactions internationales are ranked lower than 23 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, Mawer Dactions sustained solid returns over the last few months and may actually be approaching a breakup point.
...more| Fifty Two Week Low | 51.29 | |
| Fifty Two Week High | 69.26 | |
| Annual Report Expense Ratio | 1.39% |
Mawer |
Mawer Dactions Relative Risk vs. Return Landscape
If you would invest 7,781 in Mawer dactions internationales on December 21, 2024 and sell it today you would earn a total of 1,024 from holding Mawer dactions internationales or generate 13.16% return on investment over 90 days. Mawer dactions internationales is generating 0.2086% of daily returns and assumes 0.6912% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than Mawer, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Mawer Dactions Current Valuation
Undervalued
Today
Please note that Mawer Dactions' price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Mawer dactions inter secures a last-minute Real Value of C$94.3 per share. The latest price of the fund is C$88.05. We determine the value of Mawer dactions inter from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Mawer Dactions is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mawer Fund. However, Mawer Dactions' 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 88.05 | Real 94.3 | Hype 88.05 | Naive 87.92 |
The real value of Mawer Fund, also known as its intrinsic value, is the underlying worth of Mawer dactions inter Fund, which is reflected in its stock price. It is based on Mawer Dactions' financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Mawer Dactions' 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, or news.
Estimating the potential upside or downside of Mawer dactions internationales helps investors to forecast how Mawer 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 Mawer Dactions more accurately as focusing exclusively on Mawer Dactions' fundamentals will not take into account other important factors: Mawer Dactions Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mawer Dactions' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Mawer dactions internationales, and traders can use it to determine the average amount a Mawer Dactions' 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 = 0.3018
| Best Portfolio | Best Equity | |||
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| Small Returns | 0P00007149 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.3 actual daily | 23 77% of assets perform better |
Based on monthly moving average Mawer Dactions is performing at about 23% 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 Mawer Dactions by adding it to a well-diversified portfolio.
Mawer Dactions Fundamentals Growth
Mawer Fund prices reflect investors' perceptions of the future prospects and financial health of Mawer Dactions, and Mawer Dactions 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 Mawer Fund performance.
| Total Asset | 5.69 B | |||
About Mawer Dactions Performance
By analyzing Mawer Dactions' fundamental ratios, stakeholders can gain valuable insights into Mawer Dactions' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Mawer Dactions has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Mawer Dactions has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The objectives of this Fund are to achieve above-average long-term, risk-adjusted returns and to provide diversification of risk by investing primarily in entities outside of Canada and the United States. Mawer International is traded on Toronto Stock Exchange in Canada.Things to note about Mawer dactions inter performance evaluation
Checking the ongoing alerts about Mawer Dactions for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Mawer dactions inter help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 95.82% of its total net assets in equities |
- Analyzing Mawer Dactions' 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 Mawer Dactions' stock is overvalued or undervalued compared to its peers.
- Examining Mawer Dactions' 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 Mawer Dactions' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mawer Dactions' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Mawer Dactions' fund. These opinions can provide insight into Mawer Dactions' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mawer Fund
Mawer Dactions financial ratios help investors to determine whether Mawer 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 Mawer with respect to the benefits of owning Mawer Dactions security.
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| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |