Us Vector Equity Fund Manager Performance Evaluation
| DFVEX Fund | USD 25.32 0.21 0.84% |
The entity owns a Beta (Systematic Risk) of 1.28, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Us Vector will likely underperform.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Us Vector Equity are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Us Vector is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Buy These 3 Dimensional Mutual Funds for Stellar Returns - Zacks Investment Research | 02/29/2024 |
2 | 3 Dimensional Mutual Funds for Strong Returns - Yahoo Finance | 04/25/2024 |
| Expense Ratio | 0.2800 |
DFVEX |
Us Vector Relative Risk vs. Return Landscape
If you would invest 2,398 in Us Vector Equity on February 6, 2024 and sell it today you would earn a total of 134.00 from holding Us Vector Equity or generate 5.59% return on investment over 90 days. Us Vector Equity is currently producing 0.0901% returns and takes up 0.8737% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than DFVEX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Us Vector Current Valuation
Fairly Valued
Today
Please note that Us Vector's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Us Vector Equity owns a latest Real Value of $25.28 per share. The recent price of the fund is $25.32. We determine the value of Us Vector Equity 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 future time, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Us Vector Equity is useful when determining the fair value of the DFVEX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Us Vector. Since Us Vector is currently traded on the exchange, buyers and sellers on that exchange determine the market value of DFVEX Mutual Fund. However, Us Vector'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 25.32 | Real 25.28 | Hype 25.31 | Naive 25.82 |
The real value of DFVEX Mutual Fund, also known as its intrinsic value, is the underlying worth of Us Vector Equity Mutual Fund, which is reflected in its stock price. It is based on Us Vector's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Us Vector'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 Us Vector'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 Us Vector Equity helps investors to forecast how DFVEX 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 Us Vector more accurately as focusing exclusively on Us Vector's fundamentals will not take into account other important factors: Us Vector Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Us Vector's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Us Vector Equity, and traders can use it to determine the average amount a Us Vector'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 = 0.1031
| Best Portfolio | Best Equity | |||
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| Cash | DFVEX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average Us Vector is performing at about 8% 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 Us Vector by adding it to a well-diversified portfolio.
Us Vector Fundamentals Growth
DFVEX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Us Vector, and Us Vector 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 DFVEX Mutual Fund performance.
| Price To Earning | 16.80 X | ||||
| Price To Book | 1.61 X | ||||
| Price To Sales | 0.95 X | ||||
| Total Asset | 5.11 B | ||||
About Us Vector Performance
To evaluate Us Vector Equity Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Us Vector generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare DFVEX Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Us Vector Equity market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents DFVEX's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund purchases a broad and diverse group of equity securities of U.S. operating companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price and higher profitability companies as compared to their representation in the U.S. Universe. The Advisor generally defines the U.S. Universe as a market capitalization weighted set of U.S. operating companies listed on a securities exchange in the United States that is deemed appropriate by the Advisor.Things to note about Us Vector Equity performance evaluation
Checking the ongoing alerts about Us Vector for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Us Vector Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 3 Dimensional Mutual Funds for Strong Returns - Yahoo Finance | |
| The fund retains 99.07% of its assets under management (AUM) in equities |
- Analyzing Us Vector'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 Us Vector's stock is overvalued or undervalued compared to its peers.
- Examining Us Vector'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 Us Vector's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Us Vector's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Us Vector's mutual fund. These opinions can provide insight into Us Vector's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Us Vector Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Us Vector Equity information on this page should be used as a complementary analysis to other Us Vector's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.