Us Large Cap Fund Manager Performance Evaluation
| DFLVX Fund | USD 53.18 0.46 0.87% |
The entity owns a Beta (Systematic Risk) of 1.01, which indicates a somewhat significant risk relative to the market. Us Large returns are very sensitive to returns on the market. As the market goes up or down, Us Large is expected to follow.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Us Large Cap are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Us Large may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.2200 |
DFLVX |
Us Large Relative Risk vs. Return Landscape
If you would invest 4,987 in Us Large Cap on August 26, 2024 and sell it today you would earn a total of 331.00 from holding Us Large Cap or generate 6.64% return on investment over 90 days. Us Large Cap is currently producing 0.1022% returns and takes up 0.8174% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than DFLVX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Us Large Current Valuation
Fairly Valued
Today
Please note that Us Large's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Us Large Cap owns a latest Real Value of $52.59 per share. The recent price of the fund is $53.18. We determine the value of Us Large Cap 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 future time, mutual fund prices and their ongoing real values will merge together.
Since Us Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of DFLVX Mutual Fund. However, Us Large'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 53.18 | Real 52.59 | Hype 53.18 | Naive 52.67 |
The intrinsic value of Us Large'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 Us Large'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 Us Large Cap helps investors to forecast how DFLVX 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 Us Large more accurately as focusing exclusively on Us Large's fundamentals will not take into account other important factors: Us Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Us Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Us Large Cap, and traders can use it to determine the average amount a Us Large'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 = 0.125
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | DFLVX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Us Large is performing at about 9% 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 Us Large by adding it to a well-diversified portfolio.
Us Large Fundamentals Growth
DFLVX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Us Large, and Us Large 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 DFLVX Mutual Fund performance.
| Price To Earning | 16.92 X | ||||
| Price To Book | 1.69 X | ||||
| Price To Sales | 1.19 X | ||||
| Total Asset | 25.47 B | ||||
About Us Large Performance
Evaluating Us Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Us Large 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 Us Large 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 is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the U.S. Large Cap Value Series of the DFA Investment Trust Company , which has the same investment objective and policies as the U.S. Large Cap Value Portfolio. As a non-fundamental policy, under normal circumstances, the U.S. Large Cap Value Series will invest at least 80 percent of its net assets in securities of large cap U.S. companies.Things to note about Us Large Cap performance evaluation
Checking the ongoing alerts about Us Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Us Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.08% of its assets under management (AUM) in equities |
- Analyzing Us Large'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 Us Large's stock is overvalued or undervalued compared to its peers.
- Examining Us Large'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 Us Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Us Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Us Large's mutual fund. These opinions can provide insight into Us Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in DFLVX Mutual Fund
Us Large financial ratios help investors to determine whether DFLVX 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 DFLVX with respect to the benefits of owning Us Large security.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |