Duff And Phelps Fund Manager Performance Evaluation
| DPG Fund | USD 12.47 0.12 0.97% |
The fund shows a Beta (market volatility) of 0.19, which means not very significant fluctuations relative to the market. As returns on the market increase, Duff's returns are expected to increase less than the market. However, during the bear market, the loss of holding Duff is expected to be smaller as well.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Duff And Phelps are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly weak basic indicators, Duff reported solid returns over the last few months and may actually be approaching a breakup point.
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| Expense Ratio | 2.2600 |
Duff |
Duff Relative Risk vs. Return Landscape
If you would invest 1,093 in Duff And Phelps on August 29, 2024 and sell it today you would earn a total of 154.00 from holding Duff And Phelps or generate 14.09% return on investment over 90 days. Duff And Phelps is generating 0.2101% of daily returns assuming volatility of 0.8929% on return distribution over 90 days investment horizon. In other words, 7% of funds are less volatile than Duff, and above 96% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Duff Current Valuation
Fairly Valued
Today
Please note that Duff's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Duff And Phelps shows a prevailing Real Value of $12.2 per share. The current price of the fund is $12.47. We determine the value of Duff And Phelps from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
The fair value of the Duff fund is determined by what a typical buyer is willing to pay for full or partial control of Duff And Phelps. Since Duff is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Duff Fund. However, Duff'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 12.47 | Real 12.2 | Hype 12.35 | Naive 12.49 |
The real value of Duff Fund, also known as its intrinsic value, is the underlying worth of Duff And Phelps Fund, which is reflected in its stock price. It is based on Duff's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Duff'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, or news.
Estimating the potential upside or downside of Duff And Phelps helps investors to forecast how Duff 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 Duff more accurately as focusing exclusively on Duff's fundamentals will not take into account other important factors: Duff Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Duff's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Duff And Phelps, and traders can use it to determine the average amount a Duff'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 = 0.2353
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | DPG | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Duff is performing at about 18% of its full potential. 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 by adding it to a well-diversified portfolio.
Duff Fundamentals Growth
Duff Fund prices reflect investors' perceptions of the future prospects and financial health of Duff, and Duff 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 Fund performance.
| Shares Outstanding | 37.99 M | |||
| Price To Earning | 10.32 X | |||
| Earnings Per Share | 1.23 X | |||
About Duff Performance
By analyzing Duff's fundamental ratios, stakeholders can gain valuable insights into Duff's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Duff 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 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Duff Phelps Utility and Infrastructure Fund Inc is a closed-ended equity mutual fund launched by Virtus Investment Partners, Inc. The fund is managed by Duff Phelps Investment Management Co. It invests in the public equity markets across the globe. The fund seeks to invest in the companies operating in utility sector. It invests in stocks of companies across diversified market capitalizations. The fund was formerly known as Duff Phelps Global Utility Income Fund Inc. Duff Phelps Utility and Infrastructure Fund Inc. was formed on July 29, 2011 and is domiciled in the United States.Things to note about Duff And Phelps performance evaluation
Checking the ongoing alerts about Duff for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Duff And Phelps help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Duff's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Duff's fund performance include:- Analyzing Duff'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 Duff's stock is overvalued or undervalued compared to its peers.
- Examining Duff'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 Duff's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Duff's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Duff's fund. These opinions can provide insight into Duff's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Duff Fund
Duff financial ratios help investors to determine whether Duff 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 security.
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