Dreyfus Strategic Municipal Fund Manager Performance Evaluation
| XDSMX Fund | USD 6.50 0.03 0.46% |
The fund shows a Beta (market volatility) of -0.026, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Dreyfus Strategic are expected to decrease at a much lower rate. During the bear market, Dreyfus Strategic is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Dreyfus Strategic Municipal has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Dreyfus Strategic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.4400 |
Dreyfus |
Dreyfus Strategic Relative Risk vs. Return Landscape
If you would invest 666.00 in Dreyfus Strategic Municipal on December 27, 2024 and sell it today you would lose (16.00) from holding Dreyfus Strategic Municipal or give up 2.4% of portfolio value over 90 days. Dreyfus Strategic Municipal is currently producing negative expected returns and takes up 0.4408% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Dreyfus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dreyfus Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dreyfus Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dreyfus Strategic Municipal, and traders can use it to determine the average amount a Dreyfus Strategic'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 = -0.0897
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XDSMX |
Estimated Market Risk
| 0.44 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dreyfus Strategic 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 Dreyfus Strategic by adding Dreyfus Strategic to a well-diversified portfolio.
Dreyfus Strategic Fundamentals Growth
Dreyfus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dreyfus Strategic, and Dreyfus Strategic 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 Dreyfus Mutual Fund performance.
About Dreyfus Strategic Performance
Evaluating Dreyfus Strategic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dreyfus Strategic 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 Dreyfus Strategic 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.
Dreyfus Strategic is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Dreyfus Strategic performance evaluation
Checking the ongoing alerts about Dreyfus Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dreyfus Strategic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dreyfus Strategic generated a negative expected return over the last 90 days |
- Analyzing Dreyfus Strategic'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 Dreyfus Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Dreyfus Strategic'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 Dreyfus Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dreyfus Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dreyfus Strategic's mutual fund. These opinions can provide insight into Dreyfus Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dreyfus Mutual Fund
Dreyfus Strategic financial ratios help investors to determine whether Dreyfus 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 Dreyfus with respect to the benefits of owning Dreyfus Strategic security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |