Davis Select Worldwide Etf Performance
| DWLD Etf | USD 42.33 0.40 0.94% |
The etf shows a Beta (market volatility) of 0.91, which means possible diversification benefits within a given portfolio. Davis Select returns are very sensitive to returns on the market. As the market goes up or down, Davis Select is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Davis Select Worldwide are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. In spite of rather conflicting essential indicators, Davis Select exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
| In Threey Sharp Ratio | 0.86 |
Davis Select Relative Risk vs. Return Landscape
If you would invest 3,722 in Davis Select Worldwide on April 26, 2025 and sell it today you would earn a total of 511.00 from holding Davis Select Worldwide or generate 13.73% return on investment over 90 days. Davis Select Worldwide is currently generating 0.2157% in daily expected returns and assumes 0.968% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of etfs are less volatile than Davis, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Davis Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Davis Select's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Davis Select Worldwide, and traders can use it to determine the average amount a Davis Select'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 = 0.2228
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | DWLD | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Davis Select is performing at about 17% 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 Davis Select by adding it to a well-diversified portfolio.
Davis Select Fundamentals Growth
Davis Etf prices reflect investors' perceptions of the future prospects and financial health of Davis Select, and Davis Select 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 Davis Etf performance.
| Total Asset | 227.47 M | |||
About Davis Select Performance
By analyzing Davis Select's fundamental ratios, stakeholders can gain valuable insights into Davis Select's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Davis Select 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 Davis Select has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The funds investment adviser, uses the Davis Investment Discipline to invest the funds portfolio principally in common stocks issued by both United States and foreign companies, including countries with developed or emerging markets. Davis Select is traded on BATS Exchange in the United States.| The fund retains all of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Davis Select Worldwide. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
The market value of Davis Select Worldwide is measured differently than its book value, which is the value of Davis that is recorded on the company's balance sheet. Investors also form their own opinion of Davis Select's value that differs from its market value or its book value, called intrinsic value, which is Davis Select's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Davis Select's market value can be influenced by many factors that don't directly affect Davis Select's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Davis Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if Davis Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Davis Select's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.