Japanese Small Pany Fund Manager Performance Evaluation
| DFJSX Fund | USD 24.03 0.02 0.08% |
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Japanese Small are completely uncorrelated.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Japanese Small Pany are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Japanese Small may actually be approaching a critical reversion point that can send shares even higher in April 2025.
...moreJapanese |
Japanese Small Relative Risk vs. Return Landscape
If you would invest 2,216 in Japanese Small Pany on December 23, 2024 and sell it today you would earn a total of 187.00 from holding Japanese Small Pany or generate 8.44% return on investment over 90 days. Japanese Small Pany is currently producing 0.1356% returns and takes up 0.739% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Japanese, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Japanese Small Current Valuation
Undervalued
Today
Please note that Japanese Small's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Japanese Small Pany retains a regular Real Value of $25.84 per share. The prevalent price of the fund is $24.03. We determine the value of Japanese Small Pany 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 Japanese Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Japanese Mutual Fund. However, Japanese Small'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 24.03 | Real 25.84 | Hype 24.03 | Naive 24.42 |
The intrinsic value of Japanese Small'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 Japanese Small'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 Japanese Small Pany helps investors to forecast how Japanese 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 Japanese Small more accurately as focusing exclusively on Japanese Small's fundamentals will not take into account other important factors: Japanese Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Japanese Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Japanese Small Pany, and traders can use it to determine the average amount a Japanese Small'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 = 0.1835
| Best Portfolio | Best Equity | |||
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| Cash | DFJSX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Japanese Small 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 Japanese Small by adding it to a well-diversified portfolio.
Japanese Small Fundamentals Growth
Japanese Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Japanese Small, and Japanese Small 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 Japanese Mutual Fund performance.
| Price To Earning | 13.18 X | ||||
| Price To Book | 0.89 X | ||||
| Price To Sales | 0.44 X | ||||
| Total Asset | 363.24 M | ||||
About Japanese Small Performance
Evaluating Japanese Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Japanese Small 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 Japanese Small 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 Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the Japanese Small Company Series of the DFA Investment Trust Company , which has the same investment objective and policies as the Portfolio. Dfa Japan is traded on NASDAQ Exchange in the United States.Things to note about Japanese Small Pany performance evaluation
Checking the ongoing alerts about Japanese Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Japanese Small Pany 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 99.92% of its assets under management (AUM) in equities |
- Analyzing Japanese Small'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 Japanese Small's stock is overvalued or undervalued compared to its peers.
- Examining Japanese Small'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 Japanese Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Japanese Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Japanese Small's mutual fund. These opinions can provide insight into Japanese Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Japanese Mutual Fund
Japanese Small financial ratios help investors to determine whether Japanese 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 Japanese with respect to the benefits of owning Japanese Small security.
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