Deutsche Floating Rate Fund Manager Performance Evaluation
| DFRPX Fund | USD 7.56 0.01 0.13% |
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 Deutsche Floating are completely uncorrelated.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Deutsche Floating Rate are ranked lower than 26 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Deutsche Floating is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8500 |
Deutsche |
Deutsche Floating Relative Risk vs. Return Landscape
If you would invest 746.00 in Deutsche Floating Rate on November 19, 2024 and sell it today you would earn a total of 10.00 from holding Deutsche Floating Rate or generate 1.34% return on investment over 90 days. Deutsche Floating Rate is currently producing 0.0222% returns and takes up 0.0656% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Deutsche, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Deutsche Floating Current Valuation
Fairly Valued
Today
Please note that Deutsche Floating's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Deutsche Floating Rate shows a prevailing Real Value of $7.55 per share. The current price of the fund is $7.56. We determine the value of Deutsche Floating Rate 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 Deutsche Floating is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Deutsche Mutual Fund. However, Deutsche Floating'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 7.56 | Real 7.55 | Hype 7.56 | Naive 7.56 |
The intrinsic value of Deutsche Floating'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 Deutsche Floating'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 Deutsche Floating Rate helps investors to forecast how Deutsche 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 Deutsche Floating more accurately as focusing exclusively on Deutsche Floating's fundamentals will not take into account other important factors: Deutsche Floating Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Deutsche Floating's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Deutsche Floating Rate, and traders can use it to determine the average amount a Deutsche Floating'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 = 0.3386
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| DFRPX |
Based on monthly moving average Deutsche Floating is performing at about 26% 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 Deutsche Floating by adding it to a well-diversified portfolio.
Deutsche Floating Fundamentals Growth
Deutsche Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Deutsche Floating, and Deutsche Floating 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 Deutsche Mutual Fund performance.
| Total Asset | 139.31 M | ||||
About Deutsche Floating Performance
Evaluating Deutsche Floating's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Deutsche Floating 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 Deutsche Floating 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.
Under normal market conditions, the fund invests at least 80 percent of its total assets in adjustable rate loans that have a senior right to payment and other floating rate debt securities. Senior loans typically are of below investment-grade quality and, compared to investment grade loans, may pay higher yields and have higher volatility and higher risk of default on payments of interest or principal.Things to note about Deutsche Floating Rate performance evaluation
Checking the ongoing alerts about Deutsche Floating for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Deutsche Floating Rate 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 6.24% of its assets under management (AUM) in cash |
- Analyzing Deutsche Floating'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 Deutsche Floating's stock is overvalued or undervalued compared to its peers.
- Examining Deutsche Floating'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 Deutsche Floating's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Deutsche Floating's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Deutsche Floating's mutual fund. These opinions can provide insight into Deutsche Floating's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Deutsche Mutual Fund
Deutsche Floating financial ratios help investors to determine whether Deutsche 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 Deutsche with respect to the benefits of owning Deutsche Floating security.
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