Dreyfusthe Boston Pany Fund Manager Performance Evaluation
| STSVX Fund | USD 22.95 0.07 0.31% |
The fund shows a Beta (market volatility) of 1.35, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Dreyfus/the Boston will likely underperform.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Dreyfusthe Boston Pany are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Dreyfus/the Boston may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.9000 |
Dreyfus/the |
Dreyfus/the Boston Relative Risk vs. Return Landscape
If you would invest 2,045 in Dreyfusthe Boston Pany on September 3, 2024 and sell it today you would earn a total of 250.00 from holding Dreyfusthe Boston Pany or generate 12.22% return on investment over 90 days. Dreyfusthe Boston Pany is currently producing 0.1868% returns and takes up 1.1527% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Dreyfus/the, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dreyfus/the Boston Current Valuation
Fairly Valued
Today
Please note that Dreyfus/the Boston's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dreyfusthe Boston Pany shows a prevailing Real Value of $22.58 per share. The current price of the fund is $22.95. We determine the value of Dreyfusthe Boston Pany 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 Dreyfus/the Boston is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dreyfus/the Mutual Fund. However, Dreyfus/the Boston'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 22.95 | Real 22.58 | Hype 22.95 | Naive 23.18 |
The intrinsic value of Dreyfus/the Boston'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 Dreyfus/the Boston'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 Dreyfusthe Boston Pany helps investors to forecast how Dreyfus/the 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 Dreyfus/the Boston more accurately as focusing exclusively on Dreyfus/the Boston's fundamentals will not take into account other important factors: Dreyfus/the Boston Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dreyfus/the Boston's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dreyfusthe Boston Pany, and traders can use it to determine the average amount a Dreyfus/the Boston'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 = 0.1621
| Best Portfolio | Best Equity | |||
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| Small Returns | STSVX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.15 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Dreyfus/the Boston is performing at about 12% 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 Dreyfus/the Boston by adding it to a well-diversified portfolio.
Dreyfus/the Boston Fundamentals Growth
Dreyfus/the Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dreyfus/the Boston, and Dreyfus/the Boston 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 Dreyfus/the Mutual Fund performance.
| Price To Earning | 20.32 X | |||
| Price To Book | 1.71 X | |||
| Price To Sales | 1.21 X | |||
| Total Asset | 201.66 M | |||
About Dreyfus/the Boston Performance
Evaluating Dreyfus/the Boston's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dreyfus/the Boston 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 Dreyfus/the Boston 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 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap U.S. companies. The adviser currently considers small-cap companies to be those companies with total market capitalizations that are equal to or less than the total market capitalization of the largest company included in the Russell 2000 Value Index, the funds benchmark index. The funds portfolio managers use fundamental research and qualitative analysis to select stocks among the portfolio candidates.Things to note about Dreyfusthe Boston Pany performance evaluation
Checking the ongoing alerts about Dreyfus/the Boston for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dreyfusthe Boston Pany help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Dreyfus/the Boston's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Dreyfus/the Boston's mutual fund performance include:- Analyzing Dreyfus/the Boston'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 Dreyfus/the Boston's stock is overvalued or undervalued compared to its peers.
- Examining Dreyfus/the Boston'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 Dreyfus/the Boston's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dreyfus/the Boston's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dreyfus/the Boston's mutual fund. These opinions can provide insight into Dreyfus/the Boston's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dreyfus/the Mutual Fund
Dreyfus/the Boston financial ratios help investors to determine whether Dreyfus/the 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 Dreyfus/the with respect to the benefits of owning Dreyfus/the Boston security.
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