Dreyfus Appreciation Fund Manager Performance Evaluation
| DGYGX Fund | USD 45.81 0.20 0.44% |
The fund shows a Beta (market volatility) of 0.73, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dreyfus Appreciation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dreyfus Appreciation is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Dreyfus Appreciation Fund are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Dreyfus Appreciation is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5900 |
Dreyfus |
Dreyfus Appreciation Relative Risk vs. Return Landscape
If you would invest 4,440 in Dreyfus Appreciation Fund on September 1, 2024 and sell it today you would earn a total of 141.00 from holding Dreyfus Appreciation Fund or generate 3.18% return on investment over 90 days. Dreyfus Appreciation Fund is currently producing 0.0512% returns and takes up 0.6873% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Dreyfus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dreyfus Appreciation Current Valuation
Fairly Valued
Today
Please note that Dreyfus Appreciation's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dreyfus Appreciation shows a prevailing Real Value of $45.52 per share. The current price of the fund is $45.81. We determine the value of Dreyfus Appreciation 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 Dreyfus Appreciation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dreyfus Mutual Fund. However, Dreyfus Appreciation'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 45.81 | Real 45.52 | Hype 45.81 | Naive 45.9 |
The intrinsic value of Dreyfus Appreciation'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 Dreyfus Appreciation'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 Dreyfus Appreciation Fund helps investors to forecast how Dreyfus 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 Dreyfus Appreciation more accurately as focusing exclusively on Dreyfus Appreciation's fundamentals will not take into account other important factors: Dreyfus Appreciation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dreyfus Appreciation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dreyfus Appreciation Fund, and traders can use it to determine the average amount a Dreyfus Appreciation'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 = 0.0745
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| Cash | DGYGX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Dreyfus Appreciation is performing at about 5% 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 Dreyfus Appreciation by adding it to a well-diversified portfolio.
Dreyfus Appreciation Fundamentals Growth
Dreyfus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dreyfus Appreciation, and Dreyfus Appreciation 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 Dreyfus Mutual Fund performance.
| Price To Earning | 19.12 X | ||||
| Price To Book | 3.10 X | ||||
| Price To Sales | 2.79 X | ||||
| Total Asset | 2 B | ||||
About Dreyfus Appreciation Performance
Evaluating Dreyfus Appreciation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dreyfus Appreciation 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 Dreyfus Appreciation 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 normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks. It focuses on blue chip companies with total market capitalizations of more than 5 billion at the time of purchase, including multinational companies. In addition to direct investments, the fund may invest in securities of foreign companies in the form of U.S. dollar-denominated American Depositary Receipts .Things to note about Dreyfus Appreciation performance evaluation
Checking the ongoing alerts about Dreyfus Appreciation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dreyfus Appreciation 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 99.4% of its assets under management (AUM) in equities |
- Analyzing Dreyfus Appreciation'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 Dreyfus Appreciation's stock is overvalued or undervalued compared to its peers.
- Examining Dreyfus Appreciation'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 Dreyfus Appreciation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dreyfus Appreciation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dreyfus Appreciation's mutual fund. These opinions can provide insight into Dreyfus Appreciation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dreyfus Mutual Fund
Dreyfus Appreciation financial ratios help investors to determine whether Dreyfus 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 Dreyfus with respect to the benefits of owning Dreyfus Appreciation security.
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