Dana Small Cap Fund Ten Year Return
| DSCIX Fund | USD 15.52 0.12 0.77% |
Dana Small Cap fundamentals help investors to digest information that contributes to Dana Small's financial success or failures. It also enables traders to predict the movement of Dana Mutual Fund. The fundamental analysis module provides a way to measure Dana Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Dana Small mutual fund.
Dana |
Dana Small Cap Mutual Fund Ten Year Return Analysis
Dana Small's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Dana Small Cap has a Ten Year Return of 0.0%. This indicator is about the same for the Dana Investment average (which is currently at 0.0) family and about the same as Small Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Dana Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dana Small's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Dana Small could also be used in its relative valuation, which is a method of valuing Dana Small by comparing valuation metrics of similar companies.Dana Small is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Dana Small
The fund invests 99.36% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.64%) .Asset allocation divides Dana Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Dana Fundamentals
| Price To Earning | 20.34 X | |||
| Price To Book | 2.67 X | |||
| Price To Sales | 1.63 X | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 20.24 % | |||
| One Year Return | 30.53 % | |||
| Three Year Return | 5.45 % | |||
| Five Year Return | 11.58 % | |||
| Net Asset | 27.55 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 0.64 % | |||
| Equity Positions Weight | 99.36 % |
About Dana Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dana Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dana Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dana Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Dana Mutual Fund
Dana Small financial ratios help investors to determine whether Dana 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 Dana with respect to the benefits of owning Dana Small security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |