Df Dent Financial Statements From 2010 to 2024
| DFSGX Fund | USD 27.18 0.46 1.72% |
Check Df Dent financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Df Dent's main balance sheet or income statement drivers, such as , as well as many indicators such as . DFSGX financial statements analysis is a perfect complement when working with Df Dent Valuation or Volatility modules.
DFSGX |
Df Dent Small Mutual Fund Five Year Return Analysis
Df Dent's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Df Dent Five Year Return | 10.03 % |
Most of Df Dent's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Df Dent Small is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Df Dent Small has a Five Year Return of 10.0316%. This is much higher than that of the DF Dent Funds family and significantly higher than that of the Small Growth category. The five year return for all United States funds is notably lower than that of the firm.
Df Dent Small Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Df Dent's current stock value. Our valuation model uses many indicators to compare Df Dent value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Df Dent competition to find correlations between indicators driving Df Dent's intrinsic value. More Info.Df Dent Small is one of the top funds in year to date return among similar funds. It also is one of the top funds in one year return among similar funds reporting about 1.61 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Df Dent's earnings, one of the primary drivers of an investment's value.About Df Dent Financial Statements
Df Dent investors use historical fundamental indicators, such as Df Dent's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Df Dent. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities with small market capitalizations. The fund typically invests in U.S. exchange-listed equity securities, consisting of common stocks, preferred stocks, real estate investment trusts , sponsored and unsponsored American Depositary Receipts and exchange-traded funds .
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in DFSGX Mutual Fund
Df Dent financial ratios help investors to determine whether DFSGX 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 DFSGX with respect to the benefits of owning Df Dent security.
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