World Ex Val Fund Manager Performance Evaluation
| DFWVX Fund | USD 18.42 0.02 0.11% |
The entity maintains a market beta of 0.59, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, World Ex's returns are expected to increase less than the market. However, during the bear market, the loss of holding World Ex is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in World Ex Val are ranked lower than 25 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, World Ex showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | DFWVX Stock Fund Price and Chart NASDAQDFWVX - TradingView Track All Markets | 12/22/2025 |
World |
World Ex Relative Risk vs. Return Landscape
If you would invest 1,628 in World Ex Val on November 5, 2025 and sell it today you would earn a total of 214.00 from holding World Ex Val or generate 13.14% return on investment over 90 days. World Ex Val is currently producing 0.2082% returns and takes up 0.655% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than World, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
World Ex Current Valuation
Undervalued
Today
Please note that World Ex's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. World Ex Val prevalent Real Value cannot be determined due to lack of data. The last-minute price of World Ex Val is $18.42. We determine the value of World Ex Val from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since World Ex is currently traded on the exchange, buyers and sellers on that exchange determine the market value of World Mutual Fund. However, World Ex'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 18.42 | Real 0.0 | Hype 0.0 | Naive 18.75 |
The intrinsic value of World Ex'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 World Ex'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 World Ex Val helps investors to forecast how World 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 World Ex more accurately as focusing exclusively on World Ex's fundamentals will not take into account other important factors: World Ex Target Price Odds to finish over Current Price
The tendency of World Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 18.42 | 90 days | 18.42 | under 4 |
Based on a normal probability distribution, the odds of World Ex to move above the current price in 90 days from now is under 4 (This World Ex Val probability density function shows the probability of World Mutual Fund to fall within a particular range of prices over 90 days) .
World Ex Price Density |
| Price |
Predictive Modules for World Ex
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as World Ex Val. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of World Ex's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
World Ex Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. World Ex is not an exception. The market had few large corrections towards the World Ex's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold World Ex Val, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of World Ex within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.59 | |
σ | Overall volatility | 0.71 | |
Ir | Information ratio | 0.18 |
World Ex Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of World Ex for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for World Ex Val can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 97.69% of its assets under management (AUM) in equities |
World Ex Fundamentals Growth
World Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of World Ex, and World Ex 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 World Mutual Fund performance.
| Price To Earning | 12.39 X | |||
| Price To Book | 0.89 X | |||
| Price To Sales | 0.63 X | |||
| Total Asset | 306.01 M | |||
About World Ex Performance
Evaluating World Ex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if World Ex 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 World Ex 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 seeks to achieve its investment objective through exposure to a broad portfolio of securities of non-U.S. companies associated with countries with developed and emerging markets, which may include frontier markets , that the Advisor believes to be lower relative price stocks at the time of purchase. As a non-fundamental policy, under normal circumstances, at least 80 percent of the Portfolios net assets will be invested directly or indirectly through its investment in the underlying funds, in securities of non-U.S. companies.Things to note about World Ex Val performance evaluation
Checking the ongoing alerts about World Ex for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for World Ex Val 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 97.69% of its assets under management (AUM) in equities |
- Analyzing World Ex'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 World Ex's stock is overvalued or undervalued compared to its peers.
- Examining World Ex'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 World Ex's management team can have a significant impact on its success or failure. Reviewing the track record and experience of World Ex's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of World Ex's mutual fund. These opinions can provide insight into World Ex's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in World Mutual Fund
World Ex financial ratios help investors to determine whether World 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 World with respect to the benefits of owning World Ex security.
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