Disciplined Growth Plus Manager Performance
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and Disciplined Growth are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Disciplined Growth Plus has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical indicators, Disciplined Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 15.66 | |
| Fifty Two Week High | 16.31 | |
| Annual Report Expense Ratio | 3.06% |
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Disciplined Growth Relative Risk vs. Return Landscape
If you would invest (100.00) in Disciplined Growth Plus on October 18, 2025 and sell it today you would earn a total of 100.00 from holding Disciplined Growth Plus or generate -100.0% return on investment over 90 days. Disciplined Growth Plus is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Disciplined, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Disciplined Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Disciplined Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Disciplined Growth Plus, and traders can use it to determine the average amount a Disciplined Growth'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 = 0.0
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Based on monthly moving average Disciplined Growth 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 Disciplined Growth by adding Disciplined Growth to a well-diversified portfolio.
Disciplined Growth Fundamentals Growth
Disciplined Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Disciplined Growth, and Disciplined Growth 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 Disciplined Mutual Fund performance.
| Price To Earning | 18.86 X | |||
| Price To Book | 4.64 X | |||
| Price To Sales | 1.50 X | |||
| Total Asset | 29.7 M | |||
Things to note about Disciplined Growth Plus performance evaluation
Checking the ongoing alerts about Disciplined Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Disciplined Growth Plus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Disciplined Growth is not yet fully synchronised with the market data | |
| Disciplined Growth has some characteristics of a very speculative penny stock | |
| Disciplined Growth has a very high chance of going through financial distress in the upcoming years | |
| The fund holds about 20.36% of its assets under management (AUM) in cash |
- Analyzing Disciplined Growth'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 Disciplined Growth's stock is overvalued or undervalued compared to its peers.
- Examining Disciplined Growth'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 Disciplined Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Disciplined Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Disciplined Growth's mutual fund. These opinions can provide insight into Disciplined Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
Other Consideration for investing in Disciplined Mutual Fund
If you are still planning to invest in Disciplined Growth Plus check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Disciplined Growth's history and understand the potential risks before investing.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| 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 | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |