Dreyfusthe Boston Pany Fund Manager Performance Evaluation
| SDSCX Fund | USD 30.32 0.11 0.36% |
The fund shows a Beta (market volatility) of 1.21, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Dreyfusthe Boston will likely underperform.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Dreyfusthe Boston Pany are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Dreyfusthe Boston showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.7100 |
Dreyfusthe |
Dreyfusthe Boston Relative Risk vs. Return Landscape
If you would invest 2,608 in Dreyfusthe Boston Pany on August 29, 2024 and sell it today you would earn a total of 424.00 from holding Dreyfusthe Boston Pany or generate 16.26% return on investment over 90 days. Dreyfusthe Boston Pany is currently producing 0.2423% returns and takes up 1.1587% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Dreyfusthe, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dreyfusthe Boston Current Valuation
Undervalued
Today
Please note that Dreyfusthe Boston's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Dreyfusthe Boston Pany shows a prevailing Real Value of $32.25 per share. The current price of the fund is $30.32. We determine the value of Dreyfusthe Boston Pany from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Dreyfusthe Boston is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dreyfusthe Mutual Fund. However, Dreyfusthe Boston'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 30.32 | Real 32.25 | Hype 30.32 | Naive 30.45 |
The intrinsic value of Dreyfusthe Boston'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 Dreyfusthe Boston'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 Dreyfusthe Boston Pany helps investors to forecast how Dreyfusthe 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 Dreyfusthe Boston more accurately as focusing exclusively on Dreyfusthe Boston's fundamentals will not take into account other important factors: Dreyfusthe Boston Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dreyfusthe Boston's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dreyfusthe Boston Pany, and traders can use it to determine the average amount a Dreyfusthe Boston'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 = 0.2091
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SDSCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Dreyfusthe Boston is performing at about 16% 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 Dreyfusthe Boston by adding it to a well-diversified portfolio.
Dreyfusthe Boston Fundamentals Growth
Dreyfusthe Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dreyfusthe Boston, and Dreyfusthe Boston 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 Dreyfusthe Mutual Fund performance.
| Price To Earning | 29.55 X | |||
| Price To Book | 3.78 X | |||
| Price To Sales | 2.10 X | |||
| Total Asset | 4.69 B | |||
About Dreyfusthe Boston Performance
Evaluating Dreyfusthe Boston's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dreyfusthe Boston 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 Dreyfusthe Boston 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.
To pursue its goal, the fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap and mid-cap U.S. companies. The adviser considers small-cap and mid-cap companies to be those companies with total market capitalizations that are equal to or less than the total market capitalization of the largest company included in the Russell Midcap Index.Things to note about Dreyfusthe Boston Pany performance evaluation
Checking the ongoing alerts about Dreyfusthe Boston for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dreyfusthe Boston Pany help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -5.0% | |
| Dreyfusthe Boston Pany maintains 99.41% of its assets in stocks |
- Analyzing Dreyfusthe Boston'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 Dreyfusthe Boston's stock is overvalued or undervalued compared to its peers.
- Examining Dreyfusthe Boston'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 Dreyfusthe Boston's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dreyfusthe Boston's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dreyfusthe Boston's mutual fund. These opinions can provide insight into Dreyfusthe Boston's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dreyfusthe Mutual Fund
Dreyfusthe Boston financial ratios help investors to determine whether Dreyfusthe 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 Dreyfusthe with respect to the benefits of owning Dreyfusthe Boston security.
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