Us Small Cap Fund Market Value
| DFSTX Fund | USD 55.68 0.27 0.49% |
| Symbol | DFSTX |
Us Small 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Us Small's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Us Small.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Us Small on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Us Small Cap or generate 0.0% return on investment in Us Small over 90 days. Us Small is related to or competes with Us Small, Templeton Growth, Growth Fund, Mfs Mid, Invesco American, Us Targeted, and Technology Portfolio. The fund, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable sec... More
Us Small Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Us Small's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Us Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9656 | |||
| Information Ratio | 0.0425 | |||
| Maximum Drawdown | 4.38 | |||
| Value At Risk | (1.34) | |||
| Potential Upside | 1.86 |
Us Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Us Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Us Small's standard deviation. In reality, there are many statistical measures that can use Us Small historical prices to predict the future Us Small's volatility.| Risk Adjusted Performance | 0.0779 | |||
| Jensen Alpha | 0.0377 | |||
| Total Risk Alpha | 0.023 | |||
| Sortino Ratio | 0.0442 | |||
| Treynor Ratio | 0.0857 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Us Small's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Us Small January 30, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0779 | |||
| Market Risk Adjusted Performance | 0.0957 | |||
| Mean Deviation | 0.7625 | |||
| Semi Deviation | 0.8245 | |||
| Downside Deviation | 0.9656 | |||
| Coefficient Of Variation | 966.3 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.01 | |||
| Information Ratio | 0.0425 | |||
| Jensen Alpha | 0.0377 | |||
| Total Risk Alpha | 0.023 | |||
| Sortino Ratio | 0.0442 | |||
| Treynor Ratio | 0.0857 | |||
| Maximum Drawdown | 4.38 | |||
| Value At Risk | (1.34) | |||
| Potential Upside | 1.86 | |||
| Downside Variance | 0.9323 | |||
| Semi Variance | 0.6798 | |||
| Expected Short fall | (0.80) | |||
| Skewness | 0.328 | |||
| Kurtosis | 0.316 |
Us Small Cap Backtested Returns
At this stage we consider DFSTX Mutual Fund to be very steady. Us Small Cap retains Efficiency (Sharpe Ratio) of 0.15, which indicates the fund had a 0.15 % return per unit of price deviation over the last 3 months. We have found twenty-eight technical indicators for Us Small, which you can use to evaluate the volatility of the fund. Please validate Us Small's Mean Deviation of 0.7625, risk adjusted performance of 0.0779, and Downside Deviation of 0.9656 to confirm if the risk estimate we provide is consistent with the expected return of 0.15%. The entity owns a Beta (Systematic Risk) of 1.1, which indicates a somewhat significant risk relative to the market. Us Small returns are very sensitive to returns on the market. As the market goes up or down, Us Small is expected to follow.
Auto-correlation | 0.79 |
Good predictability
Us Small Cap has good predictability. Overlapping area represents the amount of predictability between Us Small time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Us Small Cap price movement. The serial correlation of 0.79 indicates that around 79.0% of current Us Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.79 | |
| Spearman Rank Test | 0.78 | |
| Residual Average | 0.0 | |
| Price Variance | 1.65 |
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Other Information on Investing in DFSTX Mutual Fund
Us Small financial ratios help investors to determine whether DFSTX 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 DFSTX with respect to the benefits of owning Us Small security.
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