Deutsche Capital Growth Fund Manager Performance Evaluation
| SDGAX Fund | USD 132.19 0.91 0.69% |
The fund shows a Beta (market volatility) of 0.81, which means possible diversification benefits within a given portfolio. As returns on the market increase, Deutsche Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Deutsche Capital is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Deutsche Capital Growth are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Deutsche Capital may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.9200 |
Deutsche |
Deutsche Capital Relative Risk vs. Return Landscape
If you would invest 12,150 in Deutsche Capital Growth on August 29, 2024 and sell it today you would earn a total of 1,069 from holding Deutsche Capital Growth or generate 8.8% return on investment over 90 days. Deutsche Capital Growth is currently producing 0.1362% returns and takes up 0.941% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Deutsche, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Deutsche Capital Current Valuation
Overvalued
Today
Please note that Deutsche Capital's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Deutsche Capital Growth shows a prevailing Real Value of $118.97 per share. The current price of the fund is $132.19. We determine the value of Deutsche Capital 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 Deutsche Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Deutsche Mutual Fund. However, Deutsche Capital'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 132.19 | Real 118.97 | Hype 132.19 | Naive 131.69 |
The intrinsic value of Deutsche Capital'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 Deutsche Capital'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 Deutsche Capital Growth helps investors to forecast how Deutsche 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 Deutsche Capital more accurately as focusing exclusively on Deutsche Capital's fundamentals will not take into account other important factors: Deutsche Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Deutsche Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Deutsche Capital Growth, and traders can use it to determine the average amount a Deutsche Capital'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 = 0.1448
| Best Portfolio | Best Equity | |||
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| Cash | SDGAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Deutsche Capital is performing at about 11% 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 Deutsche Capital by adding it to a well-diversified portfolio.
Deutsche Capital Fundamentals Growth
Deutsche Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Deutsche Capital, and Deutsche Capital 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 Deutsche Mutual Fund performance.
| Price To Earning | 21.82 X | |||
| Price To Book | 3.83 X | |||
| Price To Sales | 2.17 X | |||
| Total Asset | 748.2 M | |||
About Deutsche Capital Performance
Evaluating Deutsche Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Deutsche Capital 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 Deutsche Capital 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 65 percent of total assets in equities, mainly common stocks of U.S. companies. It generally focuses on established companies that are similar in size to the companies in the SP 500 Index or the Russell 1000 Growth Index .Things to note about Deutsche Capital Growth performance evaluation
Checking the ongoing alerts about Deutsche Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Deutsche Capital Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Deutsche Capital's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Deutsche Capital's mutual fund performance include:- Analyzing Deutsche Capital'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 Deutsche Capital's stock is overvalued or undervalued compared to its peers.
- Examining Deutsche Capital'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 Deutsche Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Deutsche Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Deutsche Capital's mutual fund. These opinions can provide insight into Deutsche Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Deutsche Mutual Fund
Deutsche Capital financial ratios help investors to determine whether Deutsche 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 Deutsche with respect to the benefits of owning Deutsche Capital security.
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