Bny Mellon Insight Fund Manager Performance Evaluation
| DCPIX Fund | USD 9.10 0.02 0.22% |
The fund shows a Beta (market volatility) of 0.0365, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Bny Mellon's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bny Mellon is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Bny Mellon Insight has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Bny Mellon is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | 10 Bond Funds That Keep On Beating the Indexes - Barrons | 10/09/2024 |
2 | BNY Mellon Core Plus Fund Q3 2024 Commentary - Seeking Alpha | 12/05/2024 |
| Expense Ratio | 0.4500 |
Bny |
Bny Mellon Relative Risk vs. Return Landscape
If you would invest 948.00 in Bny Mellon Insight on September 23, 2024 and sell it today you would lose (38.00) from holding Bny Mellon Insight or give up 4.01% of portfolio value over 90 days. Bny Mellon Insight is currently producing negative expected returns and takes up 0.3079% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Bny, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bny Mellon Current Valuation
Fairly Valued
Today
Please note that Bny Mellon's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Bny Mellon Insight shows a prevailing Real Value of $9.06 per share. The current price of the fund is $9.1. We determine the value of Bny Mellon Insight from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Bny Mellon is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bny Mutual Fund. However, Bny Mellon'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 9.1 | Real 9.06 | Hype 9.1 |
The intrinsic value of Bny Mellon'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 Bny Mellon'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 Bny Mellon Insight helps investors to forecast how Bny 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 Bny Mellon more accurately as focusing exclusively on Bny Mellon's fundamentals will not take into account other important factors: Bny Mellon Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bny Mellon's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bny Mellon Insight, and traders can use it to determine the average amount a Bny Mellon'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 = -0.2028
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| Negative Returns | DCPIX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bny Mellon 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 Bny Mellon by adding Bny Mellon to a well-diversified portfolio.
Bny Mellon Fundamentals Growth
Bny Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bny Mellon, and Bny Mellon 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 Bny Mutual Fund performance.
| Total Asset | 1.61 B | ||||
About Bny Mellon Performance
Evaluating Bny Mellon's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bny Mellon 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 Bny Mellon has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
To pursue its goal, the fund normally invests in a diversified portfolio of fixed-income securities of U.S. and foreign issuers. It normally invests primarily in fixed-income securities rated, at the time of purchase, investment grade or the unrated equivalent as determined by the funds sub-adviser. The fund, however, may invest up to 25 percent of its net assets in fixed-income securities rated, at the time of purchase, below investment grade or the unrated equivalent as determined by the funds sub-adviser.Things to note about Bny Mellon Insight performance evaluation
Checking the ongoing alerts about Bny Mellon for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bny Mellon Insight help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bny Mellon Insight generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: BNY Mellon Core Plus Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund generated three year return of -2.0% | |
| Bny Mellon Insight retains about 98.23% of its assets under management (AUM) in fixed income securities |
- Analyzing Bny Mellon'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 Bny Mellon's stock is overvalued or undervalued compared to its peers.
- Examining Bny Mellon'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 Bny Mellon's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bny Mellon's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bny Mellon's mutual fund. These opinions can provide insight into Bny Mellon's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bny Mutual Fund
Bny Mellon financial ratios help investors to determine whether Bny 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 Bny with respect to the benefits of owning Bny Mellon security.
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