DWS Top (Germany) Manager Performance Evaluation
| HJUA Fund | EUR 138.28 0.07 0.05% |
The fund shows a Beta (market volatility) of -0.0581, 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
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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 very healthy primary indicators, DWS Top is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.
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DWS Top Relative Risk vs. Return Landscape
If you would invest 14,284 in DWS Top Dividende on October 5, 2024 and sell it today you would lose (456.00) from holding DWS Top Dividende or give up 3.19% of portfolio value over 90 days. DWS Top Dividende is generating negative expected returns and assumes 0.6829% volatility on return distribution over the 90 days horizon. Simply put, 6% 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 Current Valuation
Overvalued
Today
Please note that DWS Top's price fluctuation is very steady at this time. DWS Top Dividende shows a prevailing Real Value of €125.78 per share. The current price of the fund is €138.28. Our model computes the value of DWS Top Dividende from evaluating the entity technical indicators and probability of bankruptcy. In general, investors advise obtaining undervalued funds and abandoning overvalued funds since, at some point future time, fund prices and their ongoing real values will submerge.
The fair value of the DWS fund is determined by what a typical buyer is willing to pay for full or partial control of DWS Top Dividende. Since DWS Top is currently traded on the exchange, buyers and sellers on that exchange determine the market value of DWS Fund. However, DWS Top'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 138.28 | Real 125.78 | Hype 138.28 | Naive 139.48 |
The intrinsic value of DWS Top'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 DWS Top'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 DWS Top Dividende helps investors to forecast how DWS 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 DWS Top more accurately as focusing exclusively on DWS Top's fundamentals will not take into account other important factors: 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 = -0.0771
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HJUA |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.05 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 examining DWS Top's fundamental ratios, stakeholders can obtain critical insights into DWS Top's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that DWS Top is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the 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.
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