13d Activist Fund Manager Performance Evaluation

DDDIX Fund  USD 21.12  0.10  0.48%   
The entity shows a Beta (market volatility) of 1.24, which signifies 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, 13d Activist will likely underperform.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in 13d Activist Fund are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, 13d Activist may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Expense Ratio Date28th of January 2026
Expense Ratio1.5100
  

13d Activist Relative Risk vs. Return Landscape

If you would invest  1,920  in 13d Activist Fund on November 22, 2025 and sell it today you would earn a total of  192.00  from holding 13d Activist Fund or generate 10.0% return on investment over 90 days. 13d Activist Fund is currently producing 0.1716% returns and takes up 1.426% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than 13d, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon 13d Activist is expected to generate 1.9 times more return on investment than the market. However, the company is 1.9 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.14 per unit of risk.

13d Activist Current Valuation

Fairly Valued
Today
21.12
Please note that 13d Activist's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. 13d Activist shows a prevailing Real Value of $20.94 per share. The current price of the fund is $21.12. We determine the value of 13d Activist from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some future date, mutual fund prices and their ongoing real values will blend.
Since 13d Activist is currently traded on the exchange, buyers and sellers on that exchange determine the market value of 13d Mutual Fund. However, 13d Activist'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  21.12 Real  20.94 Hype  21.12 Naive  21.63
The intrinsic value of 13d Activist'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 13d Activist'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.
20.94
Real Value
22.37
Upside
Estimating the potential upside or downside of 13d Activist Fund helps investors to forecast how 13d 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 13d Activist more accurately as focusing exclusively on 13d Activist's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.9921.0028.01
Details
Hype
Prediction
LowEstimatedHigh
19.6921.1222.55
Details
Naive
Forecast
LowNext ValueHigh
20.2021.6323.05
Details
Below is the normalized historical share price chart for 13d Activist Fund extending back to December 28, 2011. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of 13d Activist stands at 21.12, as last reported on the 20th of February, with the highest price reaching 21.12 and the lowest price hitting 21.12 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

13d Activist Target Price Odds to finish over Current Price

The tendency of 13d 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 21.12 90 days 21.12 
about 41.75
Based on a normal probability distribution, the odds of 13d Activist to move above the current price in 90 days from now is about 41.75 (This 13d Activist Fund probability density function shows the probability of 13d Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.24 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, 13d Activist will likely underperform. Additionally 13d Activist Fund has an alpha of 0.0442, implying that it can generate a 0.0442 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   13d Activist Price Density   
       Price  

Predictive Modules for 13d Activist

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as 13d Activist. 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.
Hype
Prediction
LowEstimatedHigh
19.6921.1222.55
Details
Intrinsic
Valuation
LowRealHigh
19.5120.9422.37
Details
Naive
Forecast
LowNextHigh
20.2021.6323.05
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.9921.0028.01
Details

13d Activist Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. 13d Activist is not an exception. The market had few large corrections towards the 13d Activist'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 13d Activist Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of 13d Activist within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.04
β
Beta against Dow Jones1.24
σ
Overall volatility
0.96
Ir
Information ratio 0.04

13d Activist 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 13d Activist for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for 13d Activist can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund retains 96.69% of its assets under management (AUM) in equities

13d Activist Fundamentals Growth

13d Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of 13d Activist, and 13d Activist 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 13d Mutual Fund performance.

About 13d Activist Performance

Evaluating 13d Activist's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if 13d Activist 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 13d Activist 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 seeks to achieve the funds investment objective by investing primarily in common stocks of U.S. and foreign companies of any market capitalization that are the target of shareholder activism. It is non-diversified.

Things to note about 13d Activist performance evaluation

Checking the ongoing alerts about 13d Activist for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for 13d Activist help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund retains 96.69% of its assets under management (AUM) in equities
Evaluating 13d Activist's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate 13d Activist's mutual fund performance include:
  • Analyzing 13d Activist'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 13d Activist's stock is overvalued or undervalued compared to its peers.
  • Examining 13d Activist'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 13d Activist's management team can have a significant impact on its success or failure. Reviewing the track record and experience of 13d Activist's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of 13d Activist's mutual fund. These opinions can provide insight into 13d Activist's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating 13d Activist's mutual fund performance is not an exact science, and many factors can impact 13d Activist's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in 13d Mutual Fund

13d Activist financial ratios help investors to determine whether 13d 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 13d with respect to the benefits of owning 13d Activist security.
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