13d Activist Fund Manager Performance Evaluation
| DDDIX Fund | USD 23.59 0.06 0.25% |
The entity shows a Beta (market volatility) of 0.99, which signifies possible diversification benefits within a given portfolio. 13d Activist returns are very sensitive to returns on the market. As the market goes up or down, 13d Activist is expected to follow.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in 13d Activist Fund are ranked lower than 13 (%) 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 December 2024.
...more| Expense Ratio Date | 30th of January 2023 | |
| Expense Ratio | 1.5100 |
13d |
13d Activist Relative Risk vs. Return Landscape
If you would invest 2,126 in 13d Activist Fund on September 1, 2024 and sell it today you would earn a total of 233.00 from holding 13d Activist Fund or generate 10.96% return on investment over 90 days. 13d Activist Fund is currently producing 0.1698% returns and takes up 0.9732% volatility of returns over 90 trading days. Put another way, 8% 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 |
13d Activist Current Valuation
Fairly Valued
Today
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 $23.31 per share. The current price of the fund is $23.59. 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 23.59 | Real 23.31 | Hype 23.59 | Naive 23.78 |
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.
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: 13d Activist Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 13d Activist's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as 13d Activist Fund, and traders can use it to determine the average amount a 13d Activist'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 = 0.1745
| Best Portfolio | Best Equity | |||
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| Small Returns | DDDIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average 13d Activist is performing at about 13% 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 13d Activist by adding it to a well-diversified portfolio.
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.
| Price To Earning | 20.24 X | ||||
| Price To Book | 2.53 X | ||||
| Price To Sales | 1.19 X | ||||
| Total Asset | 150.34 M | ||||
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 invests primarily in common stocks of U.S. companies of any market capitalization that are the target of shareholder activism. The adviser defines an activist as an investor who holds or takes a long position in a companys shares and either has a history of activist investing andor has publicly disclosed a catalyst for change such as seeking board seats, improving operations andor corporate governance practices, approving a merger, spinning-off an operating division or selling a significant amount of company assets. 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 |
- 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.
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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