World Core Equity Fund Manager Performance Evaluation
| DREIX Fund | USD 26.71 0.02 0.07% |
The entity maintains a market beta of 0.7, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, World Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding World Core is expected to be smaller as well.
Risk-Adjusted Performance
Very Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in World Core Equity are ranked lower than 31 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, World Core showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.2700 |
World |
World Core Relative Risk vs. Return Landscape
If you would invest 2,250 in World Core Equity on April 20, 2025 and sell it today you would earn a total of 421.00 from holding World Core Equity or generate 18.71% return on investment over 90 days. World Core Equity is currently producing 0.2749% returns and takes up 0.6881% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than World, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
World Core Current Valuation
Undervalued
Today
Please note that World Core's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. World Core Equity maintains a prevalent Real Value of $28.61 per share. The last-minute price of the fund is $26.71. We determine the value of World Core Equity from examining 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 grow together.
Since World Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of World Mutual Fund. However, World Core'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 26.71 | Real 28.61 | Hype 26.71 | Naive 26.4 |
The intrinsic value of World Core'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 World Core'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 World Core Equity helps investors to forecast how World 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 World Core more accurately as focusing exclusively on World Core's fundamentals will not take into account other important factors: World Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for World Core's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as World Core Equity, and traders can use it to determine the average amount a World Core'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 = 0.3996
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | DREIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.4 actual daily | 31 69% of assets perform better |
Based on monthly moving average World Core is performing at about 31% 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 World Core by adding it to a well-diversified portfolio.
World Core Fundamentals Growth
World Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of World Core, and World Core 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 World Mutual Fund performance.
| Price To Earning | 16.17 X | ||||
| Price To Book | 1.70 X | ||||
| Price To Sales | 0.99 X | ||||
| Total Asset | 1.14 B | ||||
About World Core Performance
Evaluating World Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if World Core 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 World Core 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 generally allocates its assets among other mutual funds managed by the Advisor although it also has the ability to invest directly in securities. It typically allocates its investments among the underlying funds in the following manner 35 percent to 80 percent in the U.S. Core Equity 1 Portfolio 15 percent to 55 percent in the International Core Equity Portfolio and 5 percent to 20 percent in the Emerging Markets Core Equity Portfolio.Things to note about World Core Equity performance evaluation
Checking the ongoing alerts about World Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for World Core Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| World is showing solid risk-adjusted performance over 90 days | |
| The fund retains 98.6% of its assets under management (AUM) in equities |
- Analyzing World Core'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 World Core's stock is overvalued or undervalued compared to its peers.
- Examining World Core'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 World Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of World Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of World Core's mutual fund. These opinions can provide insight into World Core's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in World Mutual Fund
World Core financial ratios help investors to determine whether World 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 World with respect to the benefits of owning World Core security.
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