Ddj Opportunistic High Fund Manager Performance Evaluation
| DDJRX Fund | USD 7.28 0.01 0.14% |
The fund shows a Beta (market volatility) of 0.0658, which means not very significant fluctuations relative to the market. As returns on the market increase, Ddj Opportunistic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ddj Opportunistic is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Ddj Opportunistic High are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ddj Opportunistic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Polen U.S. Opportunistic High Yield Portfolio Q3 2024 Commentary - Seeking Alpha | 11/13/2024 |
| Expense Ratio Date | 8th of February 2023 | |
| Expense Ratio | 1.1400 |
DDJ |
Ddj Opportunistic Relative Risk vs. Return Landscape
If you would invest 719.00 in Ddj Opportunistic High on August 26, 2024 and sell it today you would earn a total of 9.00 from holding Ddj Opportunistic High or generate 1.25% return on investment over 90 days. Ddj Opportunistic High is currently producing 0.0192% returns and takes up 0.1087% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than DDJ, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ddj Opportunistic Current Valuation
Overvalued
Today
Please note that Ddj Opportunistic's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Ddj Opportunistic High shows a prevailing Real Value of $6.69 per share. The current price of the fund is $7.28. We determine the value of Ddj Opportunistic High 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 Ddj Opportunistic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of DDJ Mutual Fund. However, Ddj Opportunistic'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 7.28 | Real 6.69 | Hype 7.28 | Naive 7.27 |
The intrinsic value of Ddj Opportunistic'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 Ddj Opportunistic'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 Ddj Opportunistic High helps investors to forecast how DDJ 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 Ddj Opportunistic more accurately as focusing exclusively on Ddj Opportunistic's fundamentals will not take into account other important factors: Ddj Opportunistic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ddj Opportunistic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ddj Opportunistic High, and traders can use it to determine the average amount a Ddj Opportunistic'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 = 0.1766
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| DDJRX |
Based on monthly moving average Ddj Opportunistic 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 Ddj Opportunistic by adding it to a well-diversified portfolio.
Ddj Opportunistic Fundamentals Growth
DDJ Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ddj Opportunistic, and Ddj Opportunistic 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 DDJ Mutual Fund performance.
| Total Asset | 1.45 M | ||||
About Ddj Opportunistic Performance
Evaluating Ddj Opportunistic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ddj Opportunistic 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 Ddj Opportunistic 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 in fixed- and floating-rate high yield fixed income securities with a focus on middle market issuers in the United States and, to a much lesser extent, Canada. The adviser intends to invest its assets in credit instruments that are rated below investment grade by some or all relevant independent rating agencies, including Moodys Investors Service, Standard and Poors Rating Services and Fitch Ratings.Things to note about Ddj Opportunistic High performance evaluation
Checking the ongoing alerts about Ddj Opportunistic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ddj Opportunistic High help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Polen U.S. Opportunistic High Yield Portfolio Q3 2024 Commentary - Seeking Alpha | |
| The fund retains about 7.4% of its assets under management (AUM) in cash |
- Analyzing Ddj Opportunistic'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 Ddj Opportunistic's stock is overvalued or undervalued compared to its peers.
- Examining Ddj Opportunistic'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 Ddj Opportunistic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ddj Opportunistic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ddj Opportunistic's mutual fund. These opinions can provide insight into Ddj Opportunistic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in DDJ Mutual Fund
Ddj Opportunistic financial ratios help investors to determine whether DDJ 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 DDJ with respect to the benefits of owning Ddj Opportunistic security.
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |