Duff Phelps Global Fund Manager Performance Evaluation
| XDPGX Fund | USD 12.93 0.40 3.00% |
The fund shows a Beta (market volatility) of 0.25, which means not very significant fluctuations relative to the market. As returns on the market increase, Duff Phelps' returns are expected to increase less than the market. However, during the bear market, the loss of holding Duff Phelps is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Duff Phelps Global has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Duff Phelps is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.8200 |
Duff |
Duff Phelps Relative Risk vs. Return Landscape
If you would invest 1,294 in Duff Phelps Global on October 27, 2024 and sell it today you would lose (1.00) from holding Duff Phelps Global or give up 0.08% of portfolio value over 90 days. Duff Phelps Global is currently producing 0.0066% returns and takes up 1.2612% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Duff, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Duff Phelps Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Duff Phelps' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Duff Phelps Global, and traders can use it to determine the average amount a Duff Phelps' 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 = 0.0052
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| Negative Returns | XDPGX |
Estimated Market Risk
| 1.26 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Duff Phelps 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 Duff Phelps by adding Duff Phelps to a well-diversified portfolio.
Duff Phelps Fundamentals Growth
Duff Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Duff Phelps, and Duff Phelps 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 Duff Mutual Fund performance.
About Duff Phelps Performance
Evaluating Duff Phelps' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Duff Phelps 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 Duff Phelps 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.
Duff Phelps is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Duff Phelps Global performance evaluation
Checking the ongoing alerts about Duff Phelps for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Duff Phelps Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Duff Phelps' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Duff Phelps' mutual fund performance include:- Analyzing Duff Phelps' 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 Duff Phelps' stock is overvalued or undervalued compared to its peers.
- Examining Duff Phelps' 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 Duff Phelps' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Duff Phelps' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Duff Phelps' mutual fund. These opinions can provide insight into Duff Phelps' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Duff Mutual Fund
Duff Phelps financial ratios help investors to determine whether Duff 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 Duff with respect to the benefits of owning Duff Phelps security.
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