World Core Equity Fund Manager Performance Evaluation
| DREIX Fund | USD 29.14 0.27 0.92% |
The entity maintains a market beta of 0.72, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, World Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding World Core is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in World Core Equity are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, World Core may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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World |
World Core Relative Risk vs. Return Landscape
If you would invest 2,653 in World Core Equity on November 2, 2025 and sell it today you would earn a total of 261.00 from holding World Core Equity or generate 9.84% return on investment over 90 days. World Core Equity is currently producing 0.1572% returns and takes up 0.8113% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than World, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
World Core Current Valuation
Undervalued
Today
Please note that World Core's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. World Core Equity maintains a prevalent Real Value of $31.3 per share. The last-minute price of the fund is $29.14. We determine the value of World Core Equity 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 Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of World Mutual Fund. However, World Core'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 29.14 | Real 31.3 | Hype 29.3 | Naive 29.54 |
The intrinsic value of World Core'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 Core'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 Core Equity 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 Core more accurately as focusing exclusively on World Core's fundamentals will not take into account other important factors: World Core 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 |
| 29.14 | 90 days | 29.14 | about 6.74 |
Based on a normal probability distribution, the odds of World Core to move above the current price in 90 days from now is about 6.74 (This World Core Equity probability density function shows the probability of World Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon World Core has a beta of 0.72 suggesting as returns on the market go up, World Core average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding World Core Equity will be expected to be much smaller as well. Additionally World Core Equity has an alpha of 0.1128, implying that it can generate a 0.11 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). World Core Price Density |
| Price |
Predictive Modules for World Core
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 Core Equity. 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.World Core Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. World Core is not an exception. The market had few large corrections towards the World Core'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 Core Equity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of World Core within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | 0.72 | |
σ | Overall volatility | 1.11 | |
Ir | Information ratio | 0.13 |
World Core 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 Core for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for World Core Equity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Franklin Biotechnology Discovery Fund Q3 2025 Commentary - Seeking Alpha | |
| The fund retains 98.6% of its assets under management (AUM) in equities |
World Core Fundamentals Growth
World Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of World Core, and World Core 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 | 16.17 X | |||
| Price To Book | 1.70 X | |||
| Price To Sales | 0.99 X | |||
| Total Asset | 1.14 B | |||
About World Core Performance
Evaluating World Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if World Core 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 Core 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 generally allocates its assets among other mutual funds managed by the Advisor although it also has the ability to invest directly in securities. It typically allocates its investments among the underlying funds in the following manner 35 percent to 80 percent in the U.S. Core Equity 1 Portfolio 15 percent to 55 percent in the International Core Equity Portfolio and 5 percent to 20 percent in the Emerging Markets Core Equity Portfolio.Things to note about World Core Equity performance evaluation
Checking the ongoing alerts about World Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for World Core Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Franklin Biotechnology Discovery Fund Q3 2025 Commentary - Seeking Alpha | |
| The fund retains 98.6% of its assets under management (AUM) in equities |
- Analyzing World Core'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 Core's stock is overvalued or undervalued compared to its peers.
- Examining World Core'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 Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of World Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of World Core's mutual fund. These opinions can provide insight into World Core's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in World Mutual Fund
World Core 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 Core security.
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