Continental Small Pany Fund Manager Performance Evaluation
| DFCSX Fund | USD 29.81 0.32 1.09% |
The fund shows a Beta (market volatility) of -0.037, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Continental Small are expected to decrease at a much lower rate. During the bear market, Continental Small is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Continental Small Pany has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 0.3900 |
Continental |
Continental Small Relative Risk vs. Return Landscape
If you would invest 3,200 in Continental Small Pany on August 28, 2024 and sell it today you would lose (219.00) from holding Continental Small Pany or give up 6.84% of portfolio value over 90 days. Continental Small Pany is currently producing negative expected returns and takes up 0.8713% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Continental, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Continental Small Current Valuation
Fairly Valued
Today
Please note that Continental Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Continental Small Pany shows a prevailing Real Value of $30.14 per share. The current price of the fund is $29.81. We determine the value of Continental Small Pany from analyzing 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 point, mutual fund prices and their ongoing real values will blend.
Since Continental Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Continental Mutual Fund. However, Continental Small'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 29.81 | Real 30.14 | Hype 29.81 |
The intrinsic value of Continental Small'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 Continental Small'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 Continental Small Pany helps investors to forecast how Continental 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 Continental Small more accurately as focusing exclusively on Continental Small's fundamentals will not take into account other important factors: Continental Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Continental Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Continental Small Pany, and traders can use it to determine the average amount a Continental Small'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 = -0.1248
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DFCSX |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Continental Small is not performing at its full potential. However, 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 Continental Small by adding Continental Small to a well-diversified portfolio.
Continental Small Fundamentals Growth
Continental Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Continental Small, and Continental Small 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 Continental Mutual Fund performance.
| Price To Earning | 15.06 X | ||||
| Price To Book | 1.65 X | ||||
| Price To Sales | 0.78 X | ||||
| Total Asset | 924.67 M | ||||
About Continental Small Performance
Evaluating Continental Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Continental Small 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 Continental Small 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 Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the Continental Small Company Series of the DFA Investment Trust Company , which has the same investment objective and policies as the Portfolio. As a non-fundamental policy, under normal circumstances, the Continental Small Company Series will invest at least 80 percent of its net assets in securities of small companies located in continental Europe.Things to note about Continental Small Pany performance evaluation
Checking the ongoing alerts about Continental Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Continental Small Pany help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Continental Small generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Continental Small Pany retains 99.54% of its assets under management (AUM) in equities |
- Analyzing Continental Small'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 Continental Small's stock is overvalued or undervalued compared to its peers.
- Examining Continental Small'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 Continental Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Continental Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Continental Small's mutual fund. These opinions can provide insight into Continental Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Continental Mutual Fund
Continental Small financial ratios help investors to determine whether Continental 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 Continental with respect to the benefits of owning Continental Small security.
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