Davidson Multi Cap Equity Manager Performance
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and Davidson Multi are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Davidson Multi Cap Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Davidson Multi is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Davidson Multi Relative Risk vs. Return Landscape
If you would invest (100.00) in Davidson Multi Cap Equity on September 4, 2024 and sell it today you would earn a total of 100.00 from holding Davidson Multi Cap Equity or generate -100.0% return on investment over 90 days. Davidson Multi Cap Equity is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Davidson, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Davidson Multi Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Davidson Multi's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Davidson Multi Cap Equity, and traders can use it to determine the average amount a Davidson Multi'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 = 0.0
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Based on monthly moving average Davidson Multi 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 Davidson Multi by adding Davidson Multi to a well-diversified portfolio.
Davidson Multi Fundamentals Growth
Davidson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Davidson Multi, and Davidson Multi 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 Davidson Mutual Fund performance.
| Price To Earning | 19.15 X | |||
| Price To Book | 2.61 X | |||
| Price To Sales | 1.90 X | |||
Things to note about Davidson Multi Cap performance evaluation
Checking the ongoing alerts about Davidson Multi for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Davidson Multi Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Davidson Multi Cap is not yet fully synchronised with the market data | |
| Davidson Multi Cap has some characteristics of a very speculative penny stock | |
| Davidson Multi Cap has a very high chance of going through financial distress in the upcoming years | |
| The fund retains 98.28% of its assets under management (AUM) in equities |
- Analyzing Davidson Multi'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 Davidson Multi's stock is overvalued or undervalued compared to its peers.
- Examining Davidson Multi'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 Davidson Multi's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Davidson Multi's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Davidson Multi's mutual fund. These opinions can provide insight into Davidson Multi's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Other Consideration for investing in Davidson Mutual Fund
If you are still planning to invest in Davidson Multi Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Davidson Multi's history and understand the potential risks before investing.
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