Us Large Cap Fund Manager Performance Evaluation
| DFLVX Fund | USD 51.84 0.30 0.58% |
The entity owns a Beta (Systematic Risk) of 0.43, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Us Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Us Large is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Us Large Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Us Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.2200 |
DFLVX |
Us Large Relative Risk vs. Return Landscape
If you would invest 5,279 in Us Large Cap on November 9, 2024 and sell it today you would lose (95.00) from holding Us Large Cap or give up 1.8% of portfolio value over 90 days. Us Large Cap is currently producing negative expected returns and takes up 0.7202% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than DFLVX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Us Large Current Valuation
Fairly Valued
Today
Please note that Us Large's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Us Large Cap owns a latest Real Value of $51.62 per share. The recent price of the fund is $51.84. We determine the value of Us Large Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point future time, mutual fund prices and their ongoing real values will merge together.
Since Us Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of DFLVX Mutual Fund. However, Us Large'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 51.84 | Real 51.62 | Hype 51.84 | Naive 50.15 |
The intrinsic value of Us Large'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 Us Large'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 Us Large Cap helps investors to forecast how DFLVX 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 Us Large more accurately as focusing exclusively on Us Large's fundamentals will not take into account other important factors: Us Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Us Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Us Large Cap, and traders can use it to determine the average amount a Us Large'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 = -0.0392
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DFLVX |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Us Large 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 Us Large by adding Us Large to a well-diversified portfolio.
Us Large Fundamentals Growth
DFLVX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Us Large, and Us Large 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 DFLVX Mutual Fund performance.
| Price To Earning | 16.92 X | |||
| Price To Book | 1.69 X | |||
| Price To Sales | 1.19 X | |||
| Total Asset | 25.47 B | |||
About Us Large Performance
Evaluating Us Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Us Large 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 Us Large 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.
The fund is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the U.S. Dfa US is traded on NASDAQ Exchange in the United States.Things to note about Us Large Cap performance evaluation
Checking the ongoing alerts about Us Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Us Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Us Large Cap generated a negative expected return over the last 90 days | |
| The fund retains 99.08% of its assets under management (AUM) in equities |
- Analyzing Us Large'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 Us Large's stock is overvalued or undervalued compared to its peers.
- Examining Us Large'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 Us Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Us Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Us Large's mutual fund. These opinions can provide insight into Us Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in DFLVX Mutual Fund
Us Large financial ratios help investors to determine whether DFLVX 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 DFLVX with respect to the benefits of owning Us Large security.
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