Driehaus Multi Asset Growth Fund Manager Performance Evaluation
| DMAGX Fund | USD 16.36 0.10 0.62% |
The fund shows a Beta (market volatility) of 0.24, which means not very significant fluctuations relative to the market. As returns on the market increase, Driehaus Multi-asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Driehaus Multi-asset is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Driehaus Multi Asset Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Driehaus Multi-asset is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7600 |
Driehaus |
Driehaus Multi-asset Relative Risk vs. Return Landscape
If you would invest 1,664 in Driehaus Multi Asset Growth on November 19, 2024 and sell it today you would lose (28.00) from holding Driehaus Multi Asset Growth or give up 1.68% of portfolio value over 90 days. Driehaus Multi Asset Growth is currently producing negative expected returns and takes up 1.2914% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Driehaus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Driehaus Multi-asset Current Valuation
Fairly Valued
Today
Please note that Driehaus Multi-asset's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Driehaus Multi Asset shows a prevailing Real Value of $16.38 per share. The current price of the fund is $16.36. We determine the value of Driehaus Multi Asset from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Driehaus Multi-asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Driehaus Mutual Fund. However, Driehaus Multi-asset'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 16.36 | Real 16.38 | Hype 16.36 | Naive 16.04 |
The intrinsic value of Driehaus Multi-asset'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 Driehaus Multi-asset'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 Driehaus Multi Asset Growth helps investors to forecast how Driehaus 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 Driehaus Multi-asset more accurately as focusing exclusively on Driehaus Multi-asset's fundamentals will not take into account other important factors: Driehaus Multi-asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Driehaus Multi-asset's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Driehaus Multi Asset Growth, and traders can use it to determine the average amount a Driehaus Multi-asset'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 = -0.0154
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DMAGX |
Estimated Market Risk
| 1.29 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Driehaus Multi-asset 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 Driehaus Multi-asset by adding Driehaus Multi-asset to a well-diversified portfolio.
Driehaus Multi-asset Fundamentals Growth
Driehaus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Driehaus Multi-asset, and Driehaus Multi-asset 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 Driehaus Mutual Fund performance.
| Total Asset | 57.73 M | ||||
About Driehaus Multi-asset Performance
Evaluating Driehaus Multi-asset's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Driehaus Multi-asset 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 Driehaus Multi-asset 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 manager using a growth style of investment, opportunistically invests in equity securities, including common stocks and sponsored or unsponsored American Depositary Receipts , European Depositary Receipts or Global Depositary Receipts , of issuers located throughout the world, including the United States , and in both developed and emerging markets. Equity securities include common and preferred stocks, ADRs, GDRs, EDRs, equity-convertible securities such as warrants, rights, or options, and other classes of stock that may exist.Things to note about Driehaus Multi Asset performance evaluation
Checking the ongoing alerts about Driehaus Multi-asset for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Driehaus Multi Asset help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Driehaus Multi Asset generated a negative expected return over the last 90 days | |
| The fund retains about 15.34% of its assets under management (AUM) in fixed income securities |
- Analyzing Driehaus Multi-asset'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 Driehaus Multi-asset's stock is overvalued or undervalued compared to its peers.
- Examining Driehaus Multi-asset'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 Driehaus Multi-asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Driehaus Multi-asset's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Driehaus Multi-asset's mutual fund. These opinions can provide insight into Driehaus Multi-asset's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Driehaus Mutual Fund
Driehaus Multi-asset financial ratios help investors to determine whether Driehaus 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 Driehaus with respect to the benefits of owning Driehaus Multi-asset security.
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