Desjardins Sustainable Maximum Fund Manager Performance Evaluation
| 0P0000J2C7 | CAD 26.37 0.14 0.53% |
The fund shows a Beta (market volatility) of 0.28, which means not very significant fluctuations relative to the market. As returns on the market increase, Desjardins Sustainable's returns are expected to increase less than the market. However, during the bear market, the loss of holding Desjardins Sustainable is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Desjardins Sustainable Maximum are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. Even with relatively steady forward-looking indicators, Desjardins Sustainable is not utilizing all of its potentials. The current stock price chaos, may contribute to medium-term losses for the stakeholders.
...more| Fifty Two Week Low | 16.05 | |
| Fifty Two Week High | 21.87 | |
| Annual Report Expense Ratio | 2.49% |
Desjardins |
Desjardins Sustainable Relative Risk vs. Return Landscape
If you would invest 2,504 in Desjardins Sustainable Maximum on September 13, 2024 and sell it today you would earn a total of 133.00 from holding Desjardins Sustainable Maximum or generate 5.31% return on investment over 90 days. Desjardins Sustainable Maximum is generating 0.083% of daily returns and assumes 0.4094% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than Desjardins, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Desjardins Sustainable Current Valuation
Overvalued
Today
Please note that Desjardins Sustainable's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Desjardins Sustainable shows a prevailing Real Value of C$24.14 per share. The current price of the fund is C$26.37. We determine the value of Desjardins Sustainable from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued funds and dropping overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
Desjardins Sustainable's intrinsic value may or may not be the same as its current market price of 26.37, 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 26.37 | Real 24.14 | Hype 26.37 | Naive 26.47 |
The intrinsic value of Desjardins Sustainable's stock can be calculated using various methods such as discounted cash flow or dividend analysis. That value may differ from its market price, which is determined by factors such as investor sentiment, market trends, headlines, and other external factors that may influence Desjardins Sustainable's stock price.
Estimating the potential upside or downside of Desjardins Sustainable Maximum helps investors to forecast how Desjardins 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 Desjardins Sustainable more accurately as focusing exclusively on Desjardins Sustainable's fundamentals will not take into account other important factors: Desjardins Sustainable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Desjardins Sustainable's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Desjardins Sustainable Maximum, and traders can use it to determine the average amount a Desjardins Sustainable'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 = 0.2027
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| Cash | 0P0000J2C7 | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Desjardins Sustainable is performing at about 15% 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 Desjardins Sustainable by adding it to a well-diversified portfolio.
Desjardins Sustainable Fundamentals Growth
Desjardins Fund prices reflect investors' perceptions of the future prospects and financial health of Desjardins Sustainable, and Desjardins Sustainable 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 Desjardins Fund performance.
| Total Asset | 444.83 M | |||
About Desjardins Sustainable Performance
By evaluating Desjardins Sustainable's fundamental ratios, stakeholders can gain valuable insights into Desjardins Sustainable's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Desjardins Sustainable 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 Desjardins Sustainable 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.
Its primary objective is to provide long-term capital appreciation. Desjardins SocieTerra is traded on Toronto Stock Exchange in Canada.Things to note about Desjardins Sustainable performance evaluation
Checking the ongoing alerts about Desjardins Sustainable for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Desjardins Sustainable 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 about 16.38% of its total net assets in fixed income securities |
- Analyzing Desjardins Sustainable'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 Desjardins Sustainable's stock is overvalued or undervalued compared to its peers.
- Examining Desjardins Sustainable'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 Desjardins Sustainable's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Desjardins Sustainable's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Desjardins Sustainable's fund. These opinions can provide insight into Desjardins Sustainable's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Desjardins Fund
Desjardins Sustainable financial ratios help investors to determine whether Desjardins 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 Desjardins with respect to the benefits of owning Desjardins Sustainable security.
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