Dow Jones Industrial Fund Manager Performance Evaluation
| RYDHX Fund | USD 104.53 0.33 0.32% |
The fund shows a Beta (market volatility) of 0.91, which means possible diversification benefits within a given portfolio. Dow Jones returns are very sensitive to returns on the market. As the market goes up or down, Dow Jones is expected to follow.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Dow Jones Industrial are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Dow Jones is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 19th of August 2022 | |
| Expense Ratio | 1.6400 |
Dow |
Dow Jones Relative Risk vs. Return Landscape
If you would invest 9,929 in Dow Jones Industrial on August 24, 2024 and sell it today you would earn a total of 524.00 from holding Dow Jones Industrial or generate 5.28% return on investment over 90 days. Dow Jones Industrial is currently producing 0.0844% returns and takes up 0.7473% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Dow, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dow Jones Current Valuation
Fairly Valued
Today
Please note that Dow Jones' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dow Jones Industrial shows a prevailing Real Value of $103.87 per share. The current price of the fund is $104.53. We determine the value of Dow Jones Industrial 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 Dow Jones is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dow Mutual Fund. However, Dow Jones' 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 104.53 | Real 103.87 | Hype 104.53 | Naive 104.2 |
The intrinsic value of Dow Jones' 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 Dow Jones' 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 Dow Jones Industrial helps investors to forecast how Dow 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 Dow Jones more accurately as focusing exclusively on Dow Jones' fundamentals will not take into account other important factors: Dow Jones Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dow Jones' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dow Jones Industrial, and traders can use it to determine the average amount a Dow Jones' 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 = 0.1129
| Best Portfolio | Best Equity | |||
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| Cash | RYDHX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Dow Jones is performing at about 8% 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 Dow Jones by adding it to a well-diversified portfolio.
Dow Jones Fundamentals Growth
Dow Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dow Jones, and Dow Jones 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 Dow Mutual Fund performance.
| Total Asset | 19.21 M | |||
About Dow Jones Performance
Evaluating Dow Jones' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dow Jones 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 Dow Jones 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 will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. Dow Jones is traded on NASDAQ Exchange in the United States.Things to note about Dow Jones Industrial performance evaluation
Checking the ongoing alerts about Dow Jones for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dow Jones Industrial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 9.2% of its assets in cash |
- Analyzing Dow Jones' 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 Dow Jones' stock is overvalued or undervalued compared to its peers.
- Examining Dow Jones' 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 Dow Jones' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dow Jones' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dow Jones' mutual fund. These opinions can provide insight into Dow Jones' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dow Mutual Fund
Dow Jones financial ratios help investors to determine whether Dow 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 Dow with respect to the benefits of owning Dow Jones security.
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