Flaherty Crumrine Dynamic Fund Manager Performance Evaluation
| XDFPX Fund | USD 22.45 0.01 0.04% |
The fund shows a Beta (market volatility) of 0.12, which means not very significant fluctuations relative to the market. As returns on the market increase, Flaherty Crumrine's returns are expected to increase less than the market. However, during the bear market, the loss of holding Flaherty Crumrine is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Flaherty Crumrine Dynamic are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Flaherty Crumrine is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.8700 |
Flaherty |
Flaherty Crumrine Relative Risk vs. Return Landscape
If you would invest 2,155 in Flaherty Crumrine Dynamic on April 25, 2025 and sell it today you would earn a total of 90.00 from holding Flaherty Crumrine Dynamic or generate 4.18% return on investment over 90 days. Flaherty Crumrine Dynamic is currently producing 0.0662% returns and takes up 0.2098% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Flaherty, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Flaherty Crumrine Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Flaherty Crumrine's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Flaherty Crumrine Dynamic, and traders can use it to determine the average amount a Flaherty Crumrine'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 = 0.3157
| Best Portfolio | Best Equity | |||
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| Cash | XDFPX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.21 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
| 0.32 actual daily | 24 76% of assets perform better |
Based on monthly moving average Flaherty Crumrine is performing at about 24% 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 Flaherty Crumrine by adding it to a well-diversified portfolio.
Flaherty Crumrine Fundamentals Growth
Flaherty Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Flaherty Crumrine, and Flaherty Crumrine 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 Flaherty Mutual Fund performance.
About Flaherty Crumrine Performance
Evaluating Flaherty Crumrine's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Flaherty Crumrine 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 Flaherty Crumrine 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.
Things to note about Flaherty Crumrine Dynamic performance evaluation
Checking the ongoing alerts about Flaherty Crumrine for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Flaherty Crumrine Dynamic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Flaherty Crumrine's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Flaherty Crumrine's mutual fund performance include:- Analyzing Flaherty Crumrine'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 Flaherty Crumrine's stock is overvalued or undervalued compared to its peers.
- Examining Flaherty Crumrine'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 Flaherty Crumrine's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Flaherty Crumrine's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Flaherty Crumrine's mutual fund. These opinions can provide insight into Flaherty Crumrine's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Flaherty Mutual Fund
Flaherty Crumrine financial ratios help investors to determine whether Flaherty 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 Flaherty with respect to the benefits of owning Flaherty Crumrine security.
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