Disciplined Growth Fund Manager Performance Evaluation
| ADGGX Fund | USD 21.61 0.48 2.27% |
The fund shows a Beta (market volatility) of -0.12, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Disciplined Growth are expected to decrease at a much lower rate. During the bear market, Disciplined Growth is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Disciplined Growth Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreDisciplined |
Disciplined Growth Relative Risk vs. Return Landscape
If you would invest 2,372 in Disciplined Growth Fund on December 25, 2024 and sell it today you would lose (211.00) from holding Disciplined Growth Fund or give up 8.9% of portfolio value over 90 days. Disciplined Growth Fund is currently producing negative expected returns and takes up 1.4693% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Disciplined, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Disciplined Growth Current Valuation
Fairly Valued
Today
Please note that Disciplined Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Disciplined Growth shows a prevailing Real Value of $21.4 per share. The current price of the fund is $21.61. We determine the value of Disciplined 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 Disciplined Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Disciplined Mutual Fund. However, Disciplined 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 21.61 | Real 21.4 | Hype 21.16 |
The intrinsic value of Disciplined 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 Disciplined 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 Disciplined Growth Fund helps investors to forecast how Disciplined 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 Disciplined Growth more accurately as focusing exclusively on Disciplined Growth's fundamentals will not take into account other important factors: Disciplined Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Disciplined Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Disciplined Growth Fund, and traders can use it to determine the average amount a Disciplined 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 = -0.1001
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ADGGX |
Estimated Market Risk
| 1.47 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Disciplined Growth 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 Disciplined Growth by adding Disciplined Growth to a well-diversified portfolio.
Disciplined Growth Fundamentals Growth
Disciplined Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Disciplined Growth, and Disciplined 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 Disciplined Mutual Fund performance.
| Total Asset | 501.6 M | ||||
About Disciplined Growth Performance
Evaluating Disciplined Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Disciplined 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 Disciplined 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.
In selecting stocks for the fund, the portfolio managers initially identify an eligible universe of growth stocks then use quantitative and qualitative management techniques in a multi-step process. American Century is traded on NASDAQ Exchange in the United States.Things to note about Disciplined Growth performance evaluation
Checking the ongoing alerts about Disciplined Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Disciplined Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Disciplined Growth generated a negative expected return over the last 90 days | |
| The fund holds 98.3% of its assets under management (AUM) in equities |
- Analyzing Disciplined 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 Disciplined Growth's stock is overvalued or undervalued compared to its peers.
- Examining Disciplined 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 Disciplined Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Disciplined Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Disciplined Growth's mutual fund. These opinions can provide insight into Disciplined Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Disciplined Mutual Fund
Disciplined Growth financial ratios help investors to determine whether Disciplined 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 Disciplined with respect to the benefits of owning Disciplined Growth security.
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