Dreyfus Institutional Sp Fund Manager Performance Evaluation
| DSPIX Fund | USD 50.13 0.87 1.77% |
The fund shows a Beta (market volatility) of 0.88, which means possible diversification benefits within a given portfolio. Dreyfus Institutional returns are very sensitive to returns on the market. As the market goes up or down, Dreyfus Institutional is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Dreyfus Institutional Sp has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Dreyfus Institutional is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 |
Dreyfus |
Dreyfus Institutional Relative Risk vs. Return Landscape
If you would invest 5,233 in Dreyfus Institutional Sp on December 25, 2024 and sell it today you would lose (220.00) from holding Dreyfus Institutional Sp or give up 4.2% of portfolio value over 90 days. Dreyfus Institutional Sp is currently producing negative expected returns and takes up 1.0172% volatility of returns over 90 trading days. Put another way, 9% 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 Institutional Current Valuation
Fairly Valued
Today
Please note that Dreyfus Institutional's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dreyfus Institutional shows a prevailing Real Value of $50.18 per share. The current price of the fund is $50.13. We determine the value of Dreyfus Institutional 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 Institutional is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dreyfus Mutual Fund. However, Dreyfus Institutional'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 50.13 | Real 50.18 | Hype 49.45 | Naive 51.15 |
The intrinsic value of Dreyfus Institutional'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 Institutional'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 Institutional Sp 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 Institutional more accurately as focusing exclusively on Dreyfus Institutional's fundamentals will not take into account other important factors: Dreyfus Institutional Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dreyfus Institutional's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dreyfus Institutional Sp, and traders can use it to determine the average amount a Dreyfus Institutional'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 = -0.0665
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DSPIX |
Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dreyfus Institutional 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 Institutional by adding Dreyfus Institutional to a well-diversified portfolio.
Dreyfus Institutional Fundamentals Growth
Dreyfus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dreyfus Institutional, and Dreyfus Institutional 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.
| Price To Earning | 18.74 X | ||||
| Price To Book | 2.61 X | ||||
| Price To Sales | 1.83 X | ||||
About Dreyfus Institutional Performance
Evaluating Dreyfus Institutional's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dreyfus Institutional 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 Institutional 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 95 percent of its total assets in common stocks included in the SP 500 Index. To replicate index performance, its portfolio managers use a passive management approach and generally purchase all of the securities comprising the SP 500 Index.Things to note about Dreyfus Institutional performance evaluation
Checking the ongoing alerts about Dreyfus Institutional for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dreyfus Institutional help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dreyfus Institutional generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: BNY Mellon Appreciation Fund Q4 2024 Commentary - Seeking Alpha | |
| The fund retains 99.44% of its assets under management (AUM) in equities |
- Analyzing Dreyfus Institutional'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 Institutional's stock is overvalued or undervalued compared to its peers.
- Examining Dreyfus Institutional'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 Institutional's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dreyfus Institutional's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dreyfus Institutional's mutual fund. These opinions can provide insight into Dreyfus Institutional's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dreyfus Mutual Fund
Dreyfus Institutional 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 Institutional security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |