Dreyfus Balanced Financials
| DBOZX Fund | USD 22.74 0.21 0.93% |
Dreyfus |
Please note that past performance is not an indicator of the future performance of Dreyfus Balanced, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dreyfus Balanced Fund Summary
Dreyfus Balanced competes with Maryland Tax, Nuveen California, Ambrus Core, T Rowe, and Calamos Short. The investment seeks high total return through a combination of capital appreciation and current income. BNY Mellon is traded on NASDAQ Exchange in the United States.Specialization | Allocation--50% to 70% Equity, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Dreyfus Manager Funds |
| Mutual Fund Family | BNY Mellon |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | NYSE Composite |
| Phone | 800 373 9387 |
| Currency | USD - US Dollar |
Dreyfus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dreyfus Balanced's current stock value. Our valuation model uses many indicators to compare Dreyfus Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dreyfus Balanced competition to find correlations between indicators driving Dreyfus Balanced's intrinsic value. More Info.Dreyfus Balanced Opportunity is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dreyfus Balanced Opportunity is roughly 8.94 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Dreyfus Balanced by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Dreyfus Balanced's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dreyfus Balanced's earnings, one of the primary drivers of an investment's value.Dreyfus Balanced Opp Systematic Risk
Dreyfus Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dreyfus Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Dreyfus Balanced Opp correlated with the market. If Beta is less than 0 Dreyfus Balanced generally moves in the opposite direction as compared to the market. If Dreyfus Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dreyfus Balanced Opp is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dreyfus Balanced is generally in the same direction as the market. If Beta > 1 Dreyfus Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Dreyfus Balanced April 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dreyfus Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dreyfus Balanced Opportunity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dreyfus Balanced Opportunity based on widely used predictive technical indicators. In general, we focus on analyzing Dreyfus Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dreyfus Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5833 | |||
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 3.13 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 0.9321 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dreyfus Balanced Opportunity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Dreyfus Balanced Opp information on this page should be used as a complementary analysis to other Dreyfus Balanced's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.