DWS Top (Germany) Manager Performance Evaluation
| HJUA Fund | EUR 137.30 2.70 1.93% |
The fund shows a Beta (market volatility) of -0.18, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning DWS Top are expected to decrease at a much lower rate. During the bear market, DWS Top is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days DWS Top Dividende has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound technical and fundamental indicators, DWS Top is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
...moreDWS |
DWS Top Relative Risk vs. Return Landscape
If you would invest 14,297 in DWS Top Dividende on October 5, 2024 and sell it today you would lose (567.00) from holding DWS Top Dividende or give up 3.97% of portfolio value over 90 days. DWS Top Dividende is generating negative expected returns and assumes 0.8705% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than DWS, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
DWS Top Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for DWS Top's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as DWS Top Dividende, and traders can use it to determine the average amount a DWS Top'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 = -0.0802
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HJUA |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average DWS Top 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 DWS Top by adding DWS Top to a well-diversified portfolio.
About DWS Top Performance
By analyzing DWS Top's fundamental ratios, stakeholders can gain valuable insights into DWS Top's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if DWS Top 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 DWS Top has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about DWS Top Dividende performance evaluation
Checking the ongoing alerts about DWS Top for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for DWS Top Dividende help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| DWS Top Dividende generated a negative expected return over the last 90 days |
- Analyzing DWS Top'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 DWS Top's stock is overvalued or undervalued compared to its peers.
- Examining DWS Top'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 DWS Top's management team can have a significant impact on its success or failure. Reviewing the track record and experience of DWS Top's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of DWS Top's fund. These opinions can provide insight into DWS Top's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in DWS Fund
DWS Top financial ratios help investors to determine whether DWS 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 DWS with respect to the benefits of owning DWS Top security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Global Correlations Find global opportunities by holding instruments from different markets |