Us Large Pany Fund Manager Performance Evaluation
| DFUSX Fund | USD 40.09 0.21 0.52% |
The entity owns a Beta (Systematic Risk) of 0.0591, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Us Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Us Large is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Us Large Pany are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Us Large may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.0800 |
DFUSX |
Us Large Relative Risk vs. Return Landscape
If you would invest 3,736 in Us Large Pany on September 15, 2024 and sell it today you would earn a total of 273.00 from holding Us Large Pany or generate 7.31% return on investment over 90 days. Us Large Pany is currently producing 0.1125% returns and takes up 0.672% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than DFUSX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Us Large Current Valuation
Undervalued
Today
Please note that Us Large's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Us Large Pany owns a latest Real Value of $43.42 per share. The recent price of the fund is $40.09. We determine the value of Us Large Pany 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 Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of DFUSX Mutual Fund. However, Us Large'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 40.09 | Real 43.42 | Hype 40.09 |
The intrinsic value of Us Large'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 Large'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 Large Pany helps investors to forecast how DFUSX 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 Large more accurately as focusing exclusively on Us Large's fundamentals will not take into account other important factors: Us Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Us Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Us Large Pany, and traders can use it to determine the average amount a Us Large'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 = 0.1674
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| Cash | DFUSX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Us Large is performing at about 13% 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 Us Large by adding it to a well-diversified portfolio.
Us Large Fundamentals Growth
DFUSX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Us Large, and Us Large 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 DFUSX Mutual Fund performance.
| Price To Earning | 19.37 X | ||||
| Price To Book | 2.71 X | ||||
| Price To Sales | 1.89 X | ||||
| Total Asset | 12.33 B | ||||
About Us Large Performance
Evaluating Us Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Us Large 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 Large 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 generally invests in the stocks that comprise the SP 500 Index in approximately the proportions they are represented in the SP 500 Index. Under normal market conditions, at least 95 percent of the funds net assets will be invested in the stocks that comprise the SP 500 Index. The fund may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.Things to note about Us Large Pany performance evaluation
Checking the ongoing alerts about Us Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Us Large 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 99.95% of its assets under management (AUM) in equities |
- Analyzing Us Large'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 Large's stock is overvalued or undervalued compared to its peers.
- Examining Us Large'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 Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Us Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Us Large's mutual fund. These opinions can provide insight into Us Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in DFUSX Mutual Fund
Us Large financial ratios help investors to determine whether DFUSX 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 DFUSX with respect to the benefits of owning Us Large security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Transaction History View history of all your transactions and understand their impact on performance |