Dynamic Growth Fund Manager Performance Evaluation
| DYGAX Fund | USD 16.04 0.02 0.12% |
The fund shows a Beta (market volatility) of 0.76, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dynamic Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dynamic Growth is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Dynamic Growth Fund are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Dynamic Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0900 |
Dynamic |
Dynamic Growth Relative Risk vs. Return Landscape
If you would invest 1,540 in Dynamic Growth Fund on September 2, 2024 and sell it today you would earn a total of 64.00 from holding Dynamic Growth Fund or generate 4.16% return on investment over 90 days. Dynamic Growth Fund is currently producing 0.0657% returns and takes up 0.6518% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Dynamic, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dynamic Growth Current Valuation
Fairly Valued
Today
Please note that Dynamic Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dynamic Growth shows a prevailing Real Value of $16.15 per share. The current price of the fund is $16.04. We determine the value of Dynamic Growth 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 Dynamic Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dynamic Mutual Fund. However, Dynamic Growth'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 16.04 | Real 16.15 | Hype 17.81 | Naive 16.09 |
The intrinsic value of Dynamic Growth'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 Dynamic Growth'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 Dynamic Growth Fund helps investors to forecast how Dynamic 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 Dynamic Growth more accurately as focusing exclusively on Dynamic Growth's fundamentals will not take into account other important factors: Dynamic Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dynamic Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dynamic Growth Fund, and traders can use it to determine the average amount a Dynamic Growth'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 = 0.1008
| Best Portfolio | Best Equity | |||
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| Cash | DYGAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Dynamic Growth is performing at about 7% 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 Dynamic Growth by adding it to a well-diversified portfolio.
Dynamic Growth Fundamentals Growth
Dynamic Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dynamic Growth, and Dynamic Growth 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 Dynamic Mutual Fund performance.
| Total Asset | 213.13 M | ||||
About Dynamic Growth Performance
Evaluating Dynamic Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dynamic Growth 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 Dynamic Growth 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.
The fund pursues its investment objective by investing primarily in common and preferred stocks, as well as fixed income securities. It also invests in equity investment companies , which include foreign and domestic mutual funds, as well as in exchange traded funds , closed-end funds, and unit investment trusts. The fund will have a minimum of 80 percent and a maximum of 95 percent of its net assets invested in equity securities or underlying funds investing in equity securities.Things to note about Dynamic Growth performance evaluation
Checking the ongoing alerts about Dynamic Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dynamic Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 95.39% of its assets under management (AUM) in equities |
- Analyzing Dynamic Growth'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 Dynamic Growth's stock is overvalued or undervalued compared to its peers.
- Examining Dynamic Growth'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 Dynamic Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dynamic Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dynamic Growth's mutual fund. These opinions can provide insight into Dynamic Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dynamic Mutual Fund
Dynamic Growth financial ratios help investors to determine whether Dynamic 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 Dynamic with respect to the benefits of owning Dynamic Growth security.
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