Deutsche Equity 500 Fund Manager Performance Evaluation
| BTIRX Fund | USD 187.42 0.65 0.35% |
The fund shows a Beta (market volatility) of 0.85, which means possible diversification benefits within a given portfolio. Deutsche Equity returns are very sensitive to returns on the market. As the market goes up or down, Deutsche Equity is expected to follow.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Deutsche Equity 500 are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Deutsche Equity may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.2000 |
Deutsche |
Deutsche Equity Relative Risk vs. Return Landscape
If you would invest 17,586 in Deutsche Equity 500 on August 25, 2024 and sell it today you would earn a total of 1,156 from holding Deutsche Equity 500 or generate 6.57% return on investment over 90 days. Deutsche Equity 500 is currently producing 0.1009% returns and takes up 0.7695% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Deutsche, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Deutsche Equity Current Valuation
Overvalued
Today
Please note that Deutsche Equity's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Deutsche Equity 500 shows a prevailing Real Value of $166.8 per share. The current price of the fund is $187.42. We determine the value of Deutsche Equity 500 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 Deutsche Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Deutsche Mutual Fund. However, Deutsche Equity'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 187.42 | Real 166.8 | Hype 187.42 | Naive 185.61 |
The intrinsic value of Deutsche Equity'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 Deutsche Equity'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 Deutsche Equity 500 helps investors to forecast how Deutsche 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 Deutsche Equity more accurately as focusing exclusively on Deutsche Equity's fundamentals will not take into account other important factors: Deutsche Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Deutsche Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Deutsche Equity 500, and traders can use it to determine the average amount a Deutsche Equity'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 = 0.1311
| Best Portfolio | Best Equity | |||
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| Cash | BTIRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Deutsche Equity is performing at about 10% 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 Deutsche Equity by adding it to a well-diversified portfolio.
Deutsche Equity Fundamentals Growth
Deutsche Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Deutsche Equity, and Deutsche Equity 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 Deutsche Mutual Fund performance.
| Total Asset | 469.61 M | ||||
About Deutsche Equity Performance
Evaluating Deutsche Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Deutsche Equity 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 Deutsche Equity 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.
Under normal circumstances, the adviser intends to invest at least 80 percent of assets, determined at the time of purchase, in stocks of companies included in the SP 500 Index and in derivative instruments, such as futures contracts and options, that provide exposure to the stocks of companies in the index.Things to note about Deutsche Equity 500 performance evaluation
Checking the ongoing alerts about Deutsche Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Deutsche Equity 500 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 99.42% of its assets under management (AUM) in equities |
- Analyzing Deutsche Equity'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 Deutsche Equity's stock is overvalued or undervalued compared to its peers.
- Examining Deutsche Equity'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 Deutsche Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Deutsche Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Deutsche Equity's mutual fund. These opinions can provide insight into Deutsche Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Deutsche Mutual Fund
Deutsche Equity financial ratios help investors to determine whether Deutsche 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 Deutsche with respect to the benefits of owning Deutsche Equity security.
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