Brandywineglobal Dynamic Etf Performance
| DVAL Etf | USD 14.71 0.04 0.27% |
The etf shows a Beta (market volatility) of 0.75, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, BrandywineGLOBAL's returns are expected to increase less than the market. However, during the bear market, the loss of holding BrandywineGLOBAL is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in BrandywineGLOBAL Dynamic are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, BrandywineGLOBAL is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors. ...more
BrandywineGLOBAL | Build AI portfolio with BrandywineGLOBAL Etf |
BrandywineGLOBAL Relative Risk vs. Return Landscape
If you would invest 1,408 in BrandywineGLOBAL Dynamic on October 29, 2025 and sell it today you would earn a total of 63.00 from holding BrandywineGLOBAL Dynamic or generate 4.47% return on investment over 90 days. BrandywineGLOBAL Dynamic is currently generating 0.0752% in daily expected returns and assumes 0.6724% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than BrandywineGLOBAL, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
BrandywineGLOBAL Target Price Odds to finish over Current Price
The tendency of BrandywineGLOBAL Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 14.71 | 90 days | 14.71 | about 8.18 |
Based on a normal probability distribution, the odds of BrandywineGLOBAL to move above the current price in 90 days from now is about 8.18 (This BrandywineGLOBAL Dynamic probability density function shows the probability of BrandywineGLOBAL Etf to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days BrandywineGLOBAL has a beta of 0.75 suggesting as returns on the market go up, BrandywineGLOBAL average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding BrandywineGLOBAL Dynamic will be expected to be much smaller as well. Additionally BrandywineGLOBAL Dynamic has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. BrandywineGLOBAL Price Density |
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Predictive Modules for BrandywineGLOBAL
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as BrandywineGLOBAL D. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.BrandywineGLOBAL Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. BrandywineGLOBAL is not an exception. The market had few large corrections towards the BrandywineGLOBAL's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold BrandywineGLOBAL Dynamic, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of BrandywineGLOBAL within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0052 | |
β | Beta against Dow Jones | 0.75 | |
σ | Overall volatility | 0.28 | |
Ir | Information ratio | -0.03 |
BrandywineGLOBAL Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of BrandywineGLOBAL for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for BrandywineGLOBAL D can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 98.23% of its assets under management (AUM) in equities |
BrandywineGLOBAL Fundamentals Growth
BrandywineGLOBAL Etf prices reflect investors' perceptions of the future prospects and financial health of BrandywineGLOBAL, and BrandywineGLOBAL 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 BrandywineGLOBAL Etf performance.
| Total Asset | 180.93 M | |||
About BrandywineGLOBAL Performance
By examining BrandywineGLOBAL's fundamental ratios, stakeholders can obtain critical insights into BrandywineGLOBAL's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that BrandywineGLOBAL is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund will only invest in U.S. traded companies, which may include companies incorporated outside the U.S. which conduct a significant portion of their activities in the U.S. and are considered U.S. companies in the Russell U.S. indices. Brandywineglobal is traded on NASDAQ Exchange in the United States.| The fund retains 98.23% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in BrandywineGLOBAL Dynamic. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
The market value of BrandywineGLOBAL D is measured differently than its book value, which is the value of BrandywineGLOBAL that is recorded on the company's balance sheet. Investors also form their own opinion of BrandywineGLOBAL's value that differs from its market value or its book value, called intrinsic value, which is BrandywineGLOBAL's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BrandywineGLOBAL's market value can be influenced by many factors that don't directly affect BrandywineGLOBAL's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between BrandywineGLOBAL's value and its price as these two are different measures arrived at by different means. Investors typically determine if BrandywineGLOBAL is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BrandywineGLOBAL's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.