Us High Relative Fund Manager Performance Evaluation
| DURPX Fund | USD 25.58 0.10 0.39% |
The entity owns a Beta (Systematic Risk) of 0.77, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Us High's returns are expected to increase less than the market. However, during the bear market, the loss of holding Us High is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Us High Relative are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Us High may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.2300 |
DURPX |
Us High Relative Risk vs. Return Landscape
If you would invest 2,367 in Us High Relative on August 31, 2024 and sell it today you would earn a total of 191.00 from holding Us High Relative or generate 8.07% return on investment over 90 days. Us High Relative is currently producing 0.1253% returns and takes up 0.6516% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than DURPX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Us High Current Valuation
Fairly Valued
Today
Please note that Us High's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Us High Relative owns a latest Real Value of $25.3 per share. The recent price of the fund is $25.58. We determine the value of Us High Relative 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 High is currently traded on the exchange, buyers and sellers on that exchange determine the market value of DURPX Mutual Fund. However, Us High'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 25.58 | Real 25.3 | Hype 25.58 |
The intrinsic value of Us High'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 High'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 High Relative helps investors to forecast how DURPX 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 High more accurately as focusing exclusively on Us High's fundamentals will not take into account other important factors: Us High Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Us High's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Us High Relative, and traders can use it to determine the average amount a Us High'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 = 0.1923
| Best Portfolio | Best Equity | |||
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| Cash | DURPX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Us High is performing at about 15% 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 Us High by adding it to a well-diversified portfolio.
Us High Fundamentals Growth
DURPX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Us High, and Us High 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 DURPX Mutual Fund performance.
| Total Asset | 6.14 B | |||
About Us High Performance
Evaluating Us High's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Us High 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 High 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.
Under normal circumstances, the portfolio will invest at least 80 percent of its net assets in securities of U.S. companies. The portfolio may invest in ETFs for the purpose of gaining exposure to the U.S. stock market while maintaining liquidity. It may lend its portfolio securities to generate additional income.Things to note about Us High Relative performance evaluation
Checking the ongoing alerts about Us High for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Us High Relative help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.51% of its assets under management (AUM) in equities |
- Analyzing Us High'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 High's stock is overvalued or undervalued compared to its peers.
- Examining Us High'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 High's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Us High's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Us High's mutual fund. These opinions can provide insight into Us High's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in DURPX Mutual Fund
Us High financial ratios help investors to determine whether DURPX 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 DURPX with respect to the benefits of owning Us High security.
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