Us Lg Cap Fund One Year Return
Us Lg Cap fundamentals help investors to digest information that contributes to Us Lg's financial success or failures. It also enables traders to predict the movement of DUSQX Mutual Fund. The fundamental analysis module provides a way to measure Us Lg's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Us Lg mutual fund.
DUSQX |
Us Lg Cap Mutual Fund One Year Return Analysis
Us Lg's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Us Lg One Year Return | 27.99 % |
Most of Us Lg's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Us Lg Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Us Lg Cap has an One Year Return of 27.9929%. This is much higher than that of the Dimensional Fund Advisors family and significantly higher than that of the Large Blend category. The one year return for all United States funds is notably lower than that of the firm.
DUSQX One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Us Lg's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Us Lg could also be used in its relative valuation, which is a method of valuing Us Lg by comparing valuation metrics of similar companies.Us Lg is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Us Lg
The fund invests 99.77% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.23%) .Asset allocation divides Us Lg's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
DUSQX Fundamentals
| Price To Earning | 18.71 X | |||
| Price To Book | 2.67 X | |||
| Price To Sales | 1.57 X | |||
| Total Asset | 2.21 B | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 8.78 % | |||
| One Year Return | 27.99 % | |||
| Three Year Return | 8.07 % | |||
| Five Year Return | 13.29 % | |||
| Net Asset | 1.56 B | |||
| Last Dividend Paid | 0.08 | |||
| Cash Position Weight | 0.23 % | |||
| Equity Positions Weight | 99.77 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Us Lg in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Us Lg's short interest history, or implied volatility extrapolated from Us Lg options trading.
Pair Trading with Us Lg
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Us Lg position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Us Lg will appreciate offsetting losses from the drop in the long position's value.Moving together with DUSQX Mutual Fund
| 0.73 | VTSAX | Vanguard Total Stock | PairCorr |
| 0.74 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.98 | VTSMX | Vanguard Total Stock | PairCorr |
| 0.73 | VITSX | Vanguard Total Stock | PairCorr |
| 0.73 | VSMPX | Vanguard Total Stock | PairCorr |
The ability to find closely correlated positions to AmerisourceBergen could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace AmerisourceBergen when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back AmerisourceBergen - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling AmerisourceBergen to buy it.
The correlation of AmerisourceBergen is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as AmerisourceBergen moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if AmerisourceBergen moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for AmerisourceBergen can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Us Lg Cap. 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 producer price index. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.