Dreyfus Opportunistic Midcap Fund Manager Performance Evaluation

DVLCX Fund  USD 22.35  0.24  1.09%   
The fund shows a Beta (market volatility) of 1.0, which means possible diversification benefits within a given portfolio. Dreyfus Opportunistic returns are very sensitive to returns on the market. As the market goes up or down, Dreyfus Opportunistic is expected to follow.

Risk-Adjusted Performance

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Over the last 90 days Dreyfus Opportunistic Midcap has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Expense Ratio Date30th of December 2022
Expense Ratio1.9700
  

Dreyfus Opportunistic Relative Risk vs. Return Landscape

If you would invest  2,542  in Dreyfus Opportunistic Midcap on September 24, 2024 and sell it today you would lose (307.00) from holding Dreyfus Opportunistic Midcap or give up 12.08% of portfolio value over 90 days. Dreyfus Opportunistic Midcap is currently producing negative expected returns and takes up 1.6089% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Dreyfus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Dreyfus Opportunistic is expected to under-perform the market. In addition to that, the company is 2.0 times more volatile than its market benchmark. It trades about -0.12 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.03 per unit of volatility.

Dreyfus Opportunistic Current Valuation

Undervalued
Today
22.35
Please note that Dreyfus Opportunistic's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Dreyfus Opportunistic shows a prevailing Real Value of $22.92 per share. The current price of the fund is $22.35. We determine the value of Dreyfus Opportunistic from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Dreyfus Opportunistic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dreyfus Mutual Fund. However, Dreyfus Opportunistic'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  22.35 Real  22.92 Hype  22.35
The intrinsic value of Dreyfus Opportunistic'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 Dreyfus Opportunistic'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.
22.92
Real Value
24.53
Upside
Estimating the potential upside or downside of Dreyfus Opportunistic Midcap helps investors to forecast how Dreyfus 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 Dreyfus Opportunistic more accurately as focusing exclusively on Dreyfus Opportunistic's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
20.7422.3523.96
Details

Dreyfus Opportunistic Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Dreyfus Opportunistic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dreyfus Opportunistic Midcap, and traders can use it to determine the average amount a Dreyfus Opportunistic'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 = -0.1165

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Estimated Market Risk

 1.61
  actual daily
14
86% of assets are more volatile

Expected Return

 -0.19
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.12
  actual daily
0
Most of other assets perform better
Based on monthly moving average Dreyfus Opportunistic 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 Dreyfus Opportunistic by adding Dreyfus Opportunistic to a well-diversified portfolio.

Dreyfus Opportunistic Fundamentals Growth

Dreyfus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dreyfus Opportunistic, and Dreyfus Opportunistic 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 Dreyfus Mutual Fund performance.

About Dreyfus Opportunistic Performance

Evaluating Dreyfus Opportunistic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dreyfus Opportunistic 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 Dreyfus Opportunistic 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 at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of mid-cap companies. The advisor currently considers mid-cap companies to be those with market capitalizations, at the time of purchase, within the market capitalization range of companies comprising the Russell Midcap Value Index, the funds benchmark index. The funds portfolio managers identify potential investments through extensive quantitative and fundamental research.

Things to note about Dreyfus Opportunistic performance evaluation

Checking the ongoing alerts about Dreyfus Opportunistic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dreyfus Opportunistic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Dreyfus Opportunistic generated a negative expected return over the last 90 days
The fund retains 95.6% of its assets under management (AUM) in equities
Evaluating Dreyfus Opportunistic's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Dreyfus Opportunistic's mutual fund performance include:
  • Analyzing Dreyfus Opportunistic'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 Dreyfus Opportunistic's stock is overvalued or undervalued compared to its peers.
  • Examining Dreyfus Opportunistic'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 Dreyfus Opportunistic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dreyfus Opportunistic's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Dreyfus Opportunistic's mutual fund. These opinions can provide insight into Dreyfus Opportunistic's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Dreyfus Opportunistic's mutual fund performance is not an exact science, and many factors can impact Dreyfus Opportunistic's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Dreyfus Mutual Fund

Dreyfus Opportunistic financial ratios help investors to determine whether Dreyfus 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 Dreyfus with respect to the benefits of owning Dreyfus Opportunistic security.
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