Enhanced Large Pany Fund Manager Performance Evaluation
| DFELX Fund | USD 15.52 0.06 0.39% |
The fund shows a Beta (market volatility) of 0.86, which means possible diversification benefits within a given portfolio. Enhanced returns are very sensitive to returns on the market. As the market goes up or down, Enhanced 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 Enhanced Large Pany are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Enhanced may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.1500 |
Enhanced |
Enhanced Relative Risk vs. Return Landscape
If you would invest 1,454 in Enhanced Large Pany on August 27, 2024 and sell it today you would earn a total of 98.00 from holding Enhanced Large Pany or generate 6.74% return on investment over 90 days. Enhanced Large Pany is currently producing 0.1051% returns and takes up 0.7945% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Enhanced, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Enhanced Current Valuation
Fairly Valued
Today
Please note that Enhanced's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Enhanced Large Pany shows a prevailing Real Value of $15.29 per share. The current price of the fund is $15.52. We determine the value of Enhanced Large Pany 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 Enhanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Enhanced Mutual Fund. However, Enhanced'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 15.52 | Real 15.29 | Hype 15.46 | Naive 15.3 |
The intrinsic value of Enhanced'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 Enhanced'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 Enhanced Large Pany helps investors to forecast how Enhanced 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 Enhanced more accurately as focusing exclusively on Enhanced's fundamentals will not take into account other important factors: Enhanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Enhanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Enhanced Large Pany, and traders can use it to determine the average amount a Enhanced'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 = 0.1323
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| Cash | DFELX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Enhanced 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 Enhanced by adding it to a well-diversified portfolio.
Enhanced Fundamentals Growth
Enhanced Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Enhanced, and Enhanced 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 Enhanced Mutual Fund performance.
| Total Asset | 414.56 M | ||||
About Enhanced Performance
Evaluating Enhanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Enhanced 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 Enhanced 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 outperform the SP 500 Index primarily through investment in SP 500 Index futures and short-term fixed income obligations. Under normal circumstances, it will invest at least 80 percent of its net assets in short-term fixed income obligations that are overlaid by futures, swaps and other derivatives of the SP 500 Index to create exposure to the performance of large U.S. companies or in securities of large U.S. companies directly.Things to note about Enhanced Large Pany performance evaluation
Checking the ongoing alerts about Enhanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Enhanced Large Pany 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 about 6.77% of its assets under management (AUM) in cash |
- Analyzing Enhanced'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 Enhanced's stock is overvalued or undervalued compared to its peers.
- Examining Enhanced'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 Enhanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Enhanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Enhanced's mutual fund. These opinions can provide insight into Enhanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Enhanced Mutual Fund
Enhanced financial ratios help investors to determine whether Enhanced 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 Enhanced with respect to the benefits of owning Enhanced security.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |