Us E Equity Fund Manager Performance Evaluation
| DFQTX Fund | USD 37.41 0.42 1.14% |
The entity owns a Beta (Systematic Risk) of -0.1, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Us Core are expected to decrease at a much lower rate. During the bear market, Us Core is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Us E Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Us Core is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreDFQTX |
Us Core Relative Risk vs. Return Landscape
If you would invest 3,882 in Us E Equity on December 20, 2024 and sell it today you would lose (141.00) from holding Us E Equity or give up 3.63% of portfolio value over 90 days. Us E Equity is currently producing negative expected returns and takes up 0.9669% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than DFQTX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Us Core Current Valuation
Overvalued
Today
Please note that Us Core's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Us E Equity owns a latest Real Value of $34.41 per share. The recent price of the fund is $37.41. We determine the value of Us E Equity from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point future time, mutual fund prices and their ongoing real values will merge together.
Since Us Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of DFQTX Mutual Fund. However, Us Core'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 37.41 | Real 34.41 | Hype 37.41 | Naive 37.85 |
The intrinsic value of Us Core'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 Us Core'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 Us E Equity helps investors to forecast how DFQTX 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 Us Core more accurately as focusing exclusively on Us Core's fundamentals will not take into account other important factors: Us Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Us Core's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Us E Equity, and traders can use it to determine the average amount a Us Core'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 = -0.059
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DFQTX |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Us Core 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 Us Core by adding Us Core to a well-diversified portfolio.
Us Core Fundamentals Growth
DFQTX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Us Core, and Us Core 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 DFQTX Mutual Fund performance.
| Price To Earning | 17.45 X | |||
| Price To Book | 2.09 X | |||
| Price To Sales | 1.19 X | |||
| Total Asset | 35.52 B | |||
About Us Core Performance
Evaluating Us Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Us Core 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 Us Core 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 U.S. companies. Dfa US is traded on NASDAQ Exchange in the United States.Things to note about Us E Equity performance evaluation
Checking the ongoing alerts about Us Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Us E Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Us E Equity generated a negative expected return over the last 90 days | |
| The fund retains 99.08% of its assets under management (AUM) in equities |
- Analyzing Us Core'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 Us Core's stock is overvalued or undervalued compared to its peers.
- Examining Us Core'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 Us Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Us Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Us Core's mutual fund. These opinions can provide insight into Us Core's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in DFQTX Mutual Fund
Us Core financial ratios help investors to determine whether DFQTX 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 DFQTX with respect to the benefits of owning Us Core security.
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