International E Equity Fund Manager Performance Evaluation
| DFIEX Fund | USD 16.85 0.11 0.65% |
The fund retains a Market Volatility (i.e., Beta) of -0.18, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning International are expected to decrease at a much lower rate. During the bear market, International is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in International E Equity are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, International may actually be approaching a critical reversion point that can send shares even higher in April 2025.
...moreInternational |
International Relative Risk vs. Return Landscape
If you would invest 1,546 in International E Equity on December 25, 2024 and sell it today you would earn a total of 139.00 from holding International E Equity or generate 8.99% return on investment over 90 days. International E Equity is currently producing 0.1492% returns and takes up 0.8056% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than International, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
International Current Valuation
Undervalued
Today
Please note that International's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. International E Equity retains a regular Real Value of $18.16 per share. The prevalent price of the fund is $16.85. We determine the value of International E Equity from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of International Mutual Fund. However, International'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 16.85 | Real 18.16 | Hype 16.85 |
The intrinsic value of International'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 International'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 International E Equity helps investors to forecast how International 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 International more accurately as focusing exclusively on International's fundamentals will not take into account other important factors: International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as International E Equity, and traders can use it to determine the average amount a International'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 = 0.1852
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | DFIEX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.15 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average International is performing at about 14% 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 International by adding it to a well-diversified portfolio.
International Fundamentals Growth
International Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of International, and International 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 International Mutual Fund performance.
| Price To Earning | 14.91 X | ||||
| Price To Book | 1.30 X | ||||
| Price To Sales | 0.74 X | ||||
| Total Asset | 34.68 B | ||||
About International Performance
Evaluating International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if International 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 International 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 purchases a broad and diverse group of securities of non-U.S. companies in developed markets. As a non-fundamental policy, under normal circumstances, it will invest at least 80 percent of its net assets in equity securities. The fund may lend its portfolio securities to generate additional income.Things to note about International E Equity performance evaluation
Checking the ongoing alerts about International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for International E Equity 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 99.16% of its assets under management (AUM) in equities |
- Analyzing International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of International's mutual fund. These opinions can provide insight into International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in International Mutual Fund
International financial ratios help investors to determine whether International 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 International with respect to the benefits of owning International security.
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