Dynamic Growth Fund Manager Performance Evaluation
| DYGIX Fund | USD 15.59 0.02 0.13% |
The fund shows a Beta (market volatility) of -0.0779, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Dynamic Growth are expected to decrease at a much lower rate. During the bear market, Dynamic Growth is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dynamic Growth Fund are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Dynamic Growth showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 1.1600 |
Dynamic |
Dynamic Growth Relative Risk vs. Return Landscape
If you would invest 1,364 in Dynamic Growth Fund on November 13, 2025 and sell it today you would earn a total of 195.00 from holding Dynamic Growth Fund or generate 14.3% return on investment over 90 days. Dynamic Growth Fund is currently producing 0.2255% returns and takes up 1.1385% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Dynamic, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dynamic Growth Current Valuation
Undervalued
Today
Please note that Dynamic Growth's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Dynamic Growth shows a prevailing Real Value of $16.63 per share. The current price of the fund is $15.59. We determine the value of Dynamic Growth 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 Dynamic Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dynamic Mutual Fund. However, Dynamic Growth'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 15.59 | Real 16.63 | Hype 15.57 |
The intrinsic value of Dynamic Growth'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 Dynamic Growth'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 Dynamic Growth Fund helps investors to forecast how Dynamic 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 Dynamic Growth more accurately as focusing exclusively on Dynamic Growth's fundamentals will not take into account other important factors: Dynamic Growth Target Price Odds to finish over Current Price
The tendency of Dynamic 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 |
| 15.59 | 90 days | 15.59 | about 9.34 |
Based on a normal probability distribution, the odds of Dynamic Growth to move above the current price in 90 days from now is about 9.34 (This Dynamic Growth Fund probability density function shows the probability of Dynamic Mutual Fund to fall within a particular range of prices over 90 days) .
Dynamic Growth Price Density |
| Price |
Predictive Modules for Dynamic Growth
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Dynamic Growth. 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.Dynamic Growth Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Dynamic Growth is not an exception. The market had few large corrections towards the Dynamic Growth'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 Dynamic Growth Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Dynamic Growth within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.20 | |
β | Beta against Dow Jones | -0.08 | |
σ | Overall volatility | 0.75 | |
Ir | Information ratio | 0.09 |
Dynamic Growth 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 Dynamic Growth for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dynamic Growth 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 about 21.92% of its assets under management (AUM) in cash |
Dynamic Growth Fundamentals Growth
Dynamic Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dynamic Growth, and Dynamic Growth 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 Dynamic Mutual Fund performance.
| Total Asset | 438.38 M | ||||
About Dynamic Growth Performance
Evaluating Dynamic Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dynamic Growth 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 Dynamic Growth 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 pursues its investment objective by investing primarily in common and preferred stocks, as well as fixed income securities. It also invests in equity investment companies , which include foreign and domestic mutual funds, as well as in exchange traded funds , closed-end funds, and unit investment trusts. The fund will have a minimum of 80 percent and a maximum of 95 percent of its net assets invested in equity securities or underlying funds investing in equity securities.Things to note about Dynamic Growth performance evaluation
Checking the ongoing alerts about Dynamic Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dynamic Growth 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 21.92% of its assets under management (AUM) in cash |
- Analyzing Dynamic Growth'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 Dynamic Growth's stock is overvalued or undervalued compared to its peers.
- Examining Dynamic Growth'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 Dynamic Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dynamic Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dynamic Growth's mutual fund. These opinions can provide insight into Dynamic Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dynamic Mutual Fund
Dynamic Growth financial ratios help investors to determine whether Dynamic 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 Dynamic with respect to the benefits of owning Dynamic Growth security.
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