Dws Equity Sector Fund Manager Performance Evaluation
| SNPTX Fund | 18.91 0.04 0.21% |
The fund shows a Beta (market volatility) of 0.12, which means not very significant fluctuations relative to the market. As returns on the market increase, Dws Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dws Equity is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Dws Equity Sector are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Dws Equity may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...moreDws |
Dws Equity Relative Risk vs. Return Landscape
If you would invest 1,776 in Dws Equity Sector on September 12, 2024 and sell it today you would earn a total of 115.00 from holding Dws Equity Sector or generate 6.48% return on investment over 90 days. Dws Equity Sector is currently producing 0.1012% returns and takes up 0.5678% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Dws, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dws Equity Current Valuation
Fairly Valued
Today
Please note that Dws Equity's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Dws Equity Sector shows a prevailing Real Value of USD18.8 per share. The current price of the fund is USD18.91. Our model computes the value of Dws Equity Sector from reviewing the entity technical indicators and probability of bankruptcy. In general, investors 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 Dws Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dws Mutual Fund. However, Dws Equity'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 18.91 | Real 18.8 | Hype 18.91 | Naive 18.88 |
The intrinsic value of Dws Equity'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 Equity'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 Equity Sector helps investors to forecast how Dws 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 Dws Equity more accurately as focusing exclusively on Dws Equity's fundamentals will not take into account other important factors: Dws Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dws Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dws Equity Sector, and traders can use it to determine the average amount a Dws Equity'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 = 0.1783
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SNPTX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Dws Equity is performing at about 14% of its full potential. 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 Equity by adding it to a well-diversified portfolio.
Dws Equity Fundamentals Growth
Dws Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dws Equity, and Dws Equity 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 Dws Mutual Fund performance.
About Dws Equity Performance
Evaluating Dws Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dws Equity 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 Equity 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.
Under normal circumstances, the fund invests at least 80 percent of net assets, plus the amount of any borrowings for investment purposes, in equity securities. It seeks to achieve its objective by employing an active investment strategy that invests primarily in the stocks comprising the SP 500 Index, the funds benchmark index. The fund typically invests directly in common stocks, but may also invest in derivatives that provide exposure to the stocks of the companies in the benchmark.Things to note about Dws Equity Sector performance evaluation
Checking the ongoing alerts about Dws Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dws Equity Sector help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Dws Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Dws Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dws Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dws Equity's mutual fund. These opinions can provide insight into Dws Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dws Mutual Fund
Dws Equity financial ratios help investors to determine whether Dws 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 Dws with respect to the benefits of owning Dws Equity security.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |