United Kingdom Small Fund Manager Performance Evaluation
DFUKX Fund | USD 25.70 0.49 1.94% |
The entity has a beta of 0.97, which indicates possible diversification benefits within a given portfolio. United Kingdom returns are very sensitive to returns on the market. As the market goes up or down, United Kingdom is expected to follow.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in United Kingdom Small are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking signals, United Kingdom is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreExpense Ratio | 0.5100 |
United |
United Kingdom Relative Risk vs. Return Landscape
If you would invest 2,439 in United Kingdom Small on January 31, 2024 and sell it today you would earn a total of 131.00 from holding United Kingdom Small or generate 5.37% return on investment over 90 days. United Kingdom Small is currently producing 0.0881% returns and takes up 0.8701% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than United, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
Risk |
United Kingdom Current Valuation
Fairly Valued
Today
Please note that United Kingdom's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. United Kingdom Small has a current Real Value of $25.46 per share. The regular price of the fund is $25.7. We determine the value of United Kingdom Small from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for United Kingdom Small is useful when determining the fair value of the United mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of United Kingdom. Since United Kingdom is currently traded on the exchange, buyers and sellers on that exchange determine the market value of United Mutual Fund. However, United Kingdom'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 25.7 | Real 25.46 | Hype 25.7 | Naive 25.97 |
The real value of United Mutual Fund, also known as its intrinsic value, is the underlying worth of United Kingdom Small Mutual Fund, which is reflected in its stock price. It is based on United Kingdom's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of United Kingdom'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 United Kingdom'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 United Kingdom Small helps investors to forecast how United 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 United Kingdom more accurately as focusing exclusively on United Kingdom's fundamentals will not take into account other important factors: United Kingdom Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for United Kingdom's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as United Kingdom Small, and traders can use it to determine the average amount a United Kingdom'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 = 0.1013
Best Portfolio | Best Equity | |||
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Cash | DFUKX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average United Kingdom is performing at about 7% 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 United Kingdom by adding it to a well-diversified portfolio.
United Kingdom Fundamentals Growth
United Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of United Kingdom, and United Kingdom 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 United Mutual Fund performance.
Price To Earning | 14.68 X | ||||
Price To Book | 2.04 X | ||||
Price To Sales | 0.96 X | ||||
Total Asset | 42.15 M | ||||
About United Kingdom Performance
To evaluate United Kingdom Small Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when United Kingdom generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare United Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand United Kingdom Small market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents United's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the United Kingdom Small Company Series of the DFA Investment Trust Company , which has the same investment objective and policies as the Portfolio. As a non-fundamental policy, under normal circumstances, the United Kingdom Small Company Series will invest at least 80 percent of its net assets in securities of United Kingdom small companies.Things to note about United Kingdom Small performance evaluation
Checking the ongoing alerts about United Kingdom for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for United Kingdom Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.The fund generated three year return of -4.0% | |
United Kingdom Small retains 99.73% of its assets under management (AUM) in equities |
- Analyzing United Kingdom'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 United Kingdom's stock is overvalued or undervalued compared to its peers.
- Examining United Kingdom'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 United Kingdom's management team can have a significant impact on its success or failure. Reviewing the track record and experience of United Kingdom's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of United Kingdom's mutual fund. These opinions can provide insight into United Kingdom's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in United Kingdom Small. 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 industry. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.