Us Lg Cap Fund Manager Performance Evaluation
| DUSQX Fund | USD 33.44 0.12 0.36% |
The entity owns a Beta (Systematic Risk) of 0.0723, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Us Lg's returns are expected to increase less than the market. However, during the bear market, the loss of holding Us Lg is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Us Lg Cap are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Us Lg may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.1300 |
DUSQX |
Us Lg Relative Risk vs. Return Landscape
If you would invest 3,051 in Us Lg Cap on August 31, 2024 and sell it today you would earn a total of 293.00 from holding Us Lg Cap or generate 9.6% return on investment over 90 days. Us Lg Cap is currently producing 0.1481% returns and takes up 0.707% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than DUSQX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Us Lg Current Valuation
Undervalued
Today
Please note that Us Lg's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Us Lg Cap latest Real Value cannot be determined due to lack of data. The recent price of Us Lg Cap is $33.44. We determine the value of Us Lg Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point future time, mutual fund prices and their ongoing real values will merge together.
Since Us Lg is currently traded on the exchange, buyers and sellers on that exchange determine the market value of DUSQX Mutual Fund. However, Us Lg'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 33.44 | Real 0.0 | Hype 0.0 | Naive 33.44 |
The intrinsic value of Us Lg'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 Us Lg'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 Us Lg Cap helps investors to forecast how DUSQX 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 Us Lg more accurately as focusing exclusively on Us Lg's fundamentals will not take into account other important factors: Us Lg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Us Lg's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Us Lg Cap, and traders can use it to determine the average amount a Us Lg'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 = 0.2095
| Best Portfolio | Best Equity | |||
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| Cash | DUSQX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Us Lg is performing at about 16% 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 Us Lg by adding it to a well-diversified portfolio.
Us Lg Fundamentals Growth
DUSQX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Us Lg, and Us Lg 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 DUSQX Mutual Fund performance.
| Price To Earning | 18.71 X | |||
| Price To Book | 2.67 X | |||
| Price To Sales | 1.57 X | |||
| Total Asset | 2.21 B | |||
About Us Lg Performance
Evaluating Us Lg's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Us Lg 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 Us Lg 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 circumstances, the fund will invest at least 80 percent of its net assets in equity securities of large cap U.S. companies. US Large is traded on NASDAQ Exchange in the United States.Things to note about Us Lg Cap performance evaluation
Checking the ongoing alerts about Us Lg for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Us Lg Cap 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 99.77% of its assets under management (AUM) in equities |
- Analyzing Us Lg'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 Us Lg's stock is overvalued or undervalued compared to its peers.
- Examining Us Lg'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 Us Lg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Us Lg's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Us Lg's mutual fund. These opinions can provide insight into Us Lg's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in DUSQX Mutual Fund
Us Lg financial ratios help investors to determine whether DUSQX 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 DUSQX with respect to the benefits of owning Us Lg security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |