Dow 2x Strategy Fund Manager Performance Evaluation
| RYCYX Fund | USD 133.26 0.12 0.09% |
The fund shows a Beta (market volatility) of 1.71, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Dow 2x will likely underperform.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Dow 2x Strategy has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Dow 2x 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 August 2022 |
Dow |
Dow 2x Relative Risk vs. Return Landscape
If you would invest 14,159 in Dow 2x Strategy on December 22, 2024 and sell it today you would lose (833.00) from holding Dow 2x Strategy or give up 5.88% of portfolio value over 90 days. Dow 2x Strategy is currently producing negative expected returns and takes up 1.6969% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Dow, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dow 2x Current Valuation
Overvalued
Today
Please note that Dow 2x's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Dow 2x Strategy shows a prevailing Real Value of $124.01 per share. The current price of the fund is $133.26. We determine the value of Dow 2x Strategy 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 Dow 2x is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dow Mutual Fund. However, Dow 2x'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 133.26 | Real 124.01 | Hype 133.26 | Naive 135.2 |
The intrinsic value of Dow 2x'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 Dow 2x'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 Dow 2x Strategy helps investors to forecast how Dow 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 Dow 2x more accurately as focusing exclusively on Dow 2x's fundamentals will not take into account other important factors: Dow 2x Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dow 2x's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dow 2x Strategy, and traders can use it to determine the average amount a Dow 2x'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 = -0.0511
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RYCYX |
Estimated Market Risk
| 1.7 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dow 2x 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 Dow 2x by adding Dow 2x to a well-diversified portfolio.
Dow 2x Fundamentals Growth
Dow Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dow 2x, and Dow 2x 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 Dow Mutual Fund performance.
| Price To Earning | 17.75 X | ||||
| Price To Book | 2.98 X | ||||
| Price To Sales | 1.74 X | ||||
| Total Asset | 910 K | ||||
About Dow 2x Performance
Evaluating Dow 2x's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dow 2x 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 Dow 2x 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 employs as its investment strategy a program of investing in the common stock of companies that are generally within the capitalization range of the underlying index and derivative instruments. It will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform similarly to the securities of companies in the underlying index. The fund is non-diversified.Things to note about Dow 2x Strategy performance evaluation
Checking the ongoing alerts about Dow 2x for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dow 2x Strategy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dow 2x Strategy generated a negative expected return over the last 90 days | |
| The fund maintains about 12.16% of its assets in cash |
- Analyzing Dow 2x'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 Dow 2x's stock is overvalued or undervalued compared to its peers.
- Examining Dow 2x'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 Dow 2x's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dow 2x's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dow 2x's mutual fund. These opinions can provide insight into Dow 2x's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dow Mutual Fund
Dow 2x financial ratios help investors to determine whether Dow 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 Dow with respect to the benefits of owning Dow 2x security.
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