Global Allocation 2575 Fund Manager Performance Evaluation
| DGTSX Fund | USD 14.23 0.02 0.14% |
The fund retains a Market Volatility (i.e., Beta) of 0.21, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Global Allocation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Global Allocation is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Global Allocation 2575 are ranked lower than 30 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Global Allocation is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.2400 |
Global |
Global Allocation Relative Risk vs. Return Landscape
If you would invest 1,364 in Global Allocation 2575 on April 26, 2025 and sell it today you would earn a total of 59.00 from holding Global Allocation 2575 or generate 4.33% return on investment over 90 days. Global Allocation 2575 is currently producing 0.0696% returns and takes up 0.1788% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Global, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Global Allocation Current Valuation
Overvalued
Today
Please note that Global Allocation's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Global Allocation 2575 retains a regular Real Value of $13.03 per share. The prevalent price of the fund is $14.23. We determine the value of Global Allocation 2575 from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Global Allocation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Allocation'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 14.23 | Real 13.03 | Hype 14.23 | Naive 14.22 |
The intrinsic value of Global Allocation'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 Global Allocation'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 Global Allocation 2575 helps investors to forecast how Global 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 Global Allocation more accurately as focusing exclusively on Global Allocation's fundamentals will not take into account other important factors: Global Allocation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Allocation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global Allocation 2575, and traders can use it to determine the average amount a Global Allocation'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 = 0.3893
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | DGTSX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.18 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.39 actual daily | 30 70% of assets perform better |
Based on monthly moving average Global Allocation is performing at about 30% 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 Global Allocation by adding it to a well-diversified portfolio.
Global Allocation Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Allocation, and Global Allocation 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 Global Mutual Fund performance.
| Price To Earning | 16.62 X | ||||
| Price To Book | 1.80 X | ||||
| Price To Sales | 1.06 X | ||||
| Total Asset | 1.04 B | ||||
About Global Allocation Performance
Evaluating Global Allocation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Allocation 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 Global Allocation 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 generally invests its assets in domestic and international equity underlying funds and fixed income underlying funds to achieve an allocation of approximately 5 percent to 45 percent of the portfolios assets to domestic and international equity underlying funds and approximately 55 percent to 95 percent of the portfolios assets to fixed income underlying funds.Things to note about Global Allocation 2575 performance evaluation
Checking the ongoing alerts about Global Allocation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Allocation 2575 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 about 35.34% of its assets under management (AUM) in cash |
- Analyzing Global Allocation'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 Global Allocation's stock is overvalued or undervalued compared to its peers.
- Examining Global Allocation'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 Global Allocation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Allocation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Allocation's mutual fund. These opinions can provide insight into Global Allocation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Mutual Fund
Global Allocation financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Allocation security.
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |