Dynamic Global Fixed Fund Manager Performance Evaluation
| DXBG Fund | 20.07 0.13 0.65% |
The fund shows a Beta (market volatility) of -0.0378, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Dynamic Global are expected to decrease at a much lower rate. During the bear market, Dynamic Global is likely to outperform the market.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Dynamic Global Fixed are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of very healthy basic indicators, Dynamic Global is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors.
...more1 | Dynamic Funds Launches new ETF series on the TSX 2024-11-15 Investing News - Stockhouse Publishing | 11/15/2024 |
Dynamic |
Dynamic Global Relative Risk vs. Return Landscape
If you would invest 1,998 in Dynamic Global Fixed on August 30, 2024 and sell it today you would earn a total of 9.00 from holding Dynamic Global Fixed or generate 0.45% return on investment over 90 days. Dynamic Global Fixed is generating 0.0503% of daily returns and assumes 0.28% volatility on return distribution over the 90 days horizon. Simply put, 2% of funds are less volatile than Dynamic, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Dynamic Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dynamic Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Dynamic Global Fixed, and traders can use it to determine the average amount a Dynamic Global'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 = 0.1797
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| Cash | DXBG | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Dynamic Global is performing at about 14% 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 Dynamic Global by adding it to a well-diversified portfolio.
Things to note about Dynamic Global Fixed performance evaluation
Checking the ongoing alerts about Dynamic Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Dynamic Global Fixed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Dynamic Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Dynamic Global's fund performance include:- Analyzing Dynamic Global'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 Dynamic Global's stock is overvalued or undervalued compared to its peers.
- Examining Dynamic Global'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 Dynamic Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dynamic Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Dynamic Global's fund. These opinions can provide insight into Dynamic Global's potential for growth and whether the stock is currently undervalued or overvalued.
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