United Kingdom Small Fund Manager Performance Evaluation
| DFUKX Fund | USD 30.30 0.18 0.60% |
The entity has a beta of 0.043, which indicates not very significant fluctuations relative to the market. As returns on the market increase, United Kingdom's returns are expected to increase less than the market. However, during the bear market, the loss of holding United Kingdom is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in United Kingdom Small are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, United Kingdom showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.5100 |
United |
United Kingdom Relative Risk vs. Return Landscape
If you would invest 2,617 in United Kingdom Small on March 15, 2025 and sell it today you would earn a total of 413.00 from holding United Kingdom Small or generate 15.78% return on investment over 90 days. United Kingdom Small is currently producing 0.2457% returns and takes up 1.3507% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than United, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
United Kingdom Current Valuation
Undervalued
Today
Please note that United Kingdom's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. United Kingdom Small has a current Real Value of $31.93 per share. The regular price of the fund is $30.3. 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.
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 30.3 | Real 31.93 | Hype 25.01 | Naive 30.79 |
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 = 0.1819
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Small Returns | DFUKX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.25 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average United Kingdom is performing at about 14% 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
Evaluating United Kingdom's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if United Kingdom 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 United Kingdom 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 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. Dfa United is traded on NASDAQ Exchange in the United States.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 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.
Other Information on Investing in United Mutual Fund
United Kingdom financial ratios help investors to determine whether United 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 United with respect to the benefits of owning United Kingdom security.
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