The fund shows Beta (market volatility) of -0.01 which denotes to the fact that as returns on market increase, returns on owning DWS Alternat are expected to decrease at a much smaller rate. During bear market, DWS Alternat is likely to outperform the market.. Although it is extremely important to respect DWS Alternative Asset
historical returns, it is beter to be realistic about what you can do with the information about equity current trading patterns. The approach towards predicting future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators
. By evaluating DWS Alternative Asset technical indicators
you can now evaluate if the expected return of 0.04% will be sustainable into the future.
Relative Risk vs. Return Landscape
If you would invest 922
in DWS Alternative Asset Allocation S on November 11, 2013
and sell it today you would earn a total of 4.00
from holding DWS Alternative Asset Allocation S or generate 0.43%
return on investment over 30
days. DWS Alternative Asset Allocation S is currently producing 0.04% returns and takes up 0.23% volatility of returns over 30 trading days. Put another way, 2% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
Assuming 30 trading days horizon, DWS Alternative Asset Allocation S is expected to generate 2.0 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.96 times less risky than the market. It trades about 0.17 of its potential returns per unit of risk. The S&P 500 is currently generating roughly 0.18 of returns per unit of risk over similar time horizon.
Manager Realized Returns
Joined the Company in 1999 formerly serving as a portfolio manager for the Absolute Return Strategies after 13 years of experience in various research and analysis positions at State Street Global Advisors FPL Energy Barnett Bank Trade Finance Corporationration and Reserve Financial Management. B.A. and M.B.A. from University of Miami.. . The fund is a fundoffunds, which means its assets are invested in a combination of other DWS funds, certain other securities and derivative instruments
DWS Alternat Price to Book
Based on latest financial disclosure the price to book indicator of DWS Alternative Asset Allocation S is roughly 2.1 times. This is 68.0% higher than that of DWS Investments family, and 5.26% higher than that of Multialternative
category, The Price to Book for all funds is 123.4% lower than the firm.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
DWS Alternat Year to Date Return
DWS Alternative Asset Allocation S has Year to Date Return of 0.33%. This is 95.2% lower than that of DWS Investments family, and 148.18% lower than that of Multialternative
category, The Year to Date Return for all funds is 93.71% higher than the company.
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.