Dynamic Total Return Manager Performance
| AVGCXDelisted Fund | USD 12.77 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0126, which means not very significant fluctuations relative to the market. As returns on the market increase, Dynamic Total's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dynamic Total is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Dynamic Total Return has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Dynamic Total is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 2.1500 |
Dynamic |
Dynamic Total Relative Risk vs. Return Landscape
If you would invest 1,277 in Dynamic Total Return on November 23, 2025 and sell it today you would earn a total of 0.00 from holding Dynamic Total Return or generate 0.0% return on investment over 90 days. Dynamic Total Return is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Dynamic, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dynamic Total Current Valuation
Overvalued
Today
Please note that Dynamic Total's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Dynamic Total Return shows a prevailing Real Value of $11.8 per share. The current price of the fund is $12.77. We determine the value of Dynamic Total Return 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 Dynamic Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dynamic Mutual Fund. However, Dynamic Total'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 12.77 | Real 11.8 | Hype 12.77 | Naive 12.76 |
The intrinsic value of Dynamic Total'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 Dynamic Total'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 Dynamic Total Return helps investors to forecast how Dynamic 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 Dynamic Total more accurately as focusing exclusively on Dynamic Total's fundamentals will not take into account other important factors: Dynamic Total Target Price Odds to finish over Current Price
The tendency of Dynamic Mutual Fund 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 |
| 12.77 | 90 days | 12.77 | about 18.11 |
Based on a normal probability distribution, the odds of Dynamic Total to move above the current price in 90 days from now is about 18.11 (This Dynamic Total Return probability density function shows the probability of Dynamic Mutual Fund to fall within a particular range of prices over 90 days) .
Dynamic Total Price Density |
| Price |
Predictive Modules for Dynamic Total
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Dynamic Total Return. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Dynamic Total'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.
Dynamic Total Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Dynamic Total is not an exception. The market had few large corrections towards the Dynamic Total'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 Dynamic Total Return, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Dynamic Total within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.04 | |
Ir | Information ratio | -0.49 |
Dynamic Total 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 Dynamic Total for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dynamic Total Return can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Dynamic Total Return is not yet fully synchronised with the market data | |
| Dynamic Total Return has a very high chance of going through financial distress in the upcoming years | |
| The fund holds about 36.89% of its assets under management (AUM) in cash |
Dynamic Total Fundamentals Growth
Dynamic Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dynamic Total, and Dynamic Total 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 Dynamic Mutual Fund performance.
| Price To Earning | 16.66 X | |||
| Price To Book | 1.88 X | |||
| Price To Sales | 1.22 X | |||
| Total Asset | 4.35 M | |||
About Dynamic Total Performance
Evaluating Dynamic Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dynamic Total 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 Dynamic Total 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.
The fund normally invests in instruments that provide investment exposure to global equity, bond, currency and commodity markets, and in fixed-income securities. BNY Mellon is traded on NASDAQ Exchange in the United States.Things to note about Dynamic Total Return performance evaluation
Checking the ongoing alerts about Dynamic Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dynamic Total Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dynamic Total Return is not yet fully synchronised with the market data | |
| Dynamic Total Return has a very high chance of going through financial distress in the upcoming years | |
| The fund holds about 36.89% of its assets under management (AUM) in cash |
- Analyzing Dynamic Total'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 Total's stock is overvalued or undervalued compared to its peers.
- Examining Dynamic Total'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 Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dynamic Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dynamic Total's mutual fund. These opinions can provide insight into Dynamic Total's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in services. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Other Consideration for investing in Dynamic Mutual Fund
If you are still planning to invest in Dynamic Total Return check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Dynamic Total's history and understand the potential risks before investing.
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