World Ex Core Fund Manager Performance Evaluation
| DFWIX Fund | USD 13.07 0.06 0.46% |
The entity maintains a market beta of 0.1, which attests to not very significant fluctuations relative to the market. As returns on the market increase, World Ex's returns are expected to increase less than the market. However, during the bear market, the loss of holding World Ex is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days World Ex Core has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 0.3000 |
World |
World Ex Relative Risk vs. Return Landscape
If you would invest 1,414 in World Ex Core on October 7, 2024 and sell it today you would lose (107.00) from holding World Ex Core or give up 7.57% of portfolio value over 90 days. World Ex Core is currently producing negative expected returns and takes up 0.6524% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than World, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
World Ex Current Valuation
Fairly Valued
Today
Please note that World Ex's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. World Ex Core maintains a prevalent Real Value of $13.18 per share. The last-minute price of the fund is $13.07. We determine the value of World Ex Core from examining 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 grow together.
Since World Ex is currently traded on the exchange, buyers and sellers on that exchange determine the market value of World Mutual Fund. However, World Ex'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 13.07 | Real 13.18 | Hype 13.07 | Naive 13.09 |
The intrinsic value of World Ex'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 World Ex'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 World Ex Core helps investors to forecast how World 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 World Ex more accurately as focusing exclusively on World Ex's fundamentals will not take into account other important factors: World Ex Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for World Ex's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as World Ex Core, and traders can use it to determine the average amount a World Ex'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 = -0.1881
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DFWIX |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average World Ex 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 World Ex by adding World Ex to a well-diversified portfolio.
World Ex Fundamentals Growth
World Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of World Ex, and World Ex 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 World Mutual Fund performance.
| Price To Earning | 13.88 X | |||
| Price To Book | 1.25 X | |||
| Price To Sales | 0.74 X | |||
| Total Asset | 4.04 B | |||
About World Ex Performance
Evaluating World Ex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if World Ex 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 World Ex 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 designed to provide exposure to a broad and diverse group of securities of non-U.S. companies in countries with developed and emerging markets. As a non-fundamental policy, under normal circumstances, it will invest at least 80 percent of its net assets in non-U.S. equity securities andor investments that provide exposure to non-U.S. securities.Things to note about World Ex Core performance evaluation
Checking the ongoing alerts about World Ex for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for World Ex Core help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| World Ex Core generated a negative expected return over the last 90 days | |
| The fund retains 98.25% of its assets under management (AUM) in equities |
- Analyzing World Ex'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 World Ex's stock is overvalued or undervalued compared to its peers.
- Examining World Ex'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 World Ex's management team can have a significant impact on its success or failure. Reviewing the track record and experience of World Ex's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of World Ex's mutual fund. These opinions can provide insight into World Ex's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in World Mutual Fund
World Ex financial ratios help investors to determine whether World 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 World with respect to the benefits of owning World Ex security.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |