Dreyfus Active Midcap Fund Manager Performance Evaluation
| DNLYX Fund | USD 58.21 0.57 0.97% |
The fund shows a Beta (market volatility) of 0.72, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dreyfus Active's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dreyfus Active is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Dreyfus Active Midcap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Dreyfus Active is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7500 |
Dreyfus |
Dreyfus Active Relative Risk vs. Return Landscape
If you would invest 6,166 in Dreyfus Active Midcap on September 29, 2024 and sell it today you would lose (345.00) from holding Dreyfus Active Midcap or give up 5.6% of portfolio value over 90 days. Dreyfus Active Midcap is currently producing negative expected returns and takes up 1.3739% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Dreyfus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dreyfus Active Current Valuation
Fairly Valued
Today
Please note that Dreyfus Active's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dreyfus Active Midcap shows a prevailing Real Value of $59.18 per share. The current price of the fund is $58.21. We determine the value of Dreyfus Active Midcap 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 Dreyfus Active is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dreyfus Mutual Fund. However, Dreyfus Active'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 58.21 | Real 59.18 | Hype 58.21 |
The intrinsic value of Dreyfus Active'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 Dreyfus Active'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 Dreyfus Active Midcap helps investors to forecast how Dreyfus 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 Dreyfus Active more accurately as focusing exclusively on Dreyfus Active's fundamentals will not take into account other important factors: Dreyfus Active Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dreyfus Active's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dreyfus Active Midcap, and traders can use it to determine the average amount a Dreyfus Active'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 = -0.0585
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DNLYX |
Estimated Market Risk
| 1.37 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.08 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 Dreyfus Active 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 Dreyfus Active by adding Dreyfus Active to a well-diversified portfolio.
Dreyfus Active Fundamentals Growth
Dreyfus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dreyfus Active, and Dreyfus Active 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 Dreyfus Mutual Fund performance.
| Total Asset | 426.51 M | ||||
About Dreyfus Active Performance
Evaluating Dreyfus Active's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dreyfus Active 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 Dreyfus Active 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.
To pursue its goal, the fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in the stocks of midsize companies. The advisor currently defines midsize companies as companies included in the Russell Midcap Index, the funds benchmark index. Its portfolio managers apply a systematic, quantitative investment approach designed to identify and exploit relative misvaluations primarily within mid-cap stocks in the U.S. stock market. The fund typically will hold between 100 and 250 securities.Things to note about Dreyfus Active Midcap performance evaluation
Checking the ongoing alerts about Dreyfus Active for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dreyfus Active Midcap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dreyfus Active generated a negative expected return over the last 90 days | |
| The fund retains 99.44% of its assets under management (AUM) in equities |
- Analyzing Dreyfus Active'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 Dreyfus Active's stock is overvalued or undervalued compared to its peers.
- Examining Dreyfus Active'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 Dreyfus Active's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dreyfus Active's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dreyfus Active's mutual fund. These opinions can provide insight into Dreyfus Active's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dreyfus Mutual Fund
Dreyfus Active financial ratios help investors to determine whether Dreyfus 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 Dreyfus with respect to the benefits of owning Dreyfus Active security.
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