Dreyfus Midcap Financial Statements From 2010 to 2024
| DMIDX Fund | USD 29.27 0.01 0.03% |
Check Dreyfus Midcap financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dreyfus main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Dreyfus financial statements analysis is a perfect complement when working with Dreyfus Midcap Valuation or Volatility modules.
Dreyfus |
Dreyfus Midcap Index Mutual Fund Three Year Return Analysis
Dreyfus Midcap's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dreyfus Midcap Three Year Return | 2.98 % |
Most of Dreyfus Midcap's fundamental indicators, such as Three 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, Dreyfus Midcap Index is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Dreyfus Midcap Index has a Three Year Return of 2.9798%. This is 179.89% lower than that of the Dreyfus family and significantly higher than that of the Mid-Cap Blend category. The three year return for all United States funds is notably lower than that of the firm.
Dreyfus Midcap Index Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dreyfus Midcap's current stock value. Our valuation model uses many indicators to compare Dreyfus Midcap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dreyfus Midcap competition to find correlations between indicators driving Dreyfus Midcap's intrinsic value. More Info.Dreyfus Midcap Index is one of the top funds in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 198.04 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Dreyfus Midcap by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Dreyfus Midcap's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dreyfus Midcap's earnings, one of the primary drivers of an investment's value.About Dreyfus Midcap Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Dreyfus Midcap income statement, its balance sheet, and the statement of cash flows. Dreyfus Midcap investors use historical funamental indicators, such as Dreyfus Midcap's revenue or net income, to determine how well the company is positioned to perform in the future. Although Dreyfus Midcap investors may use each financial statement separately, they are all related. The changes in Dreyfus Midcap's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Dreyfus Midcap's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Dreyfus Midcap Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Dreyfus Midcap. Please read more on our technical analysis and fundamental analysis pages.
To pursue its goal, the fund generally is fully invested in stocks included in the SP MidCap 400 Index and in futures whose performance is tied to the index. It generally invests in all of the stocks in the SP MidCap 400 Index in proportion to their weighting in the index. The SP MidCap 400 Index is an unmanaged index of 400 common stocks of medium-size companies.
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 Dreyfus Midcap 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, Dreyfus Midcap's short interest history, or implied volatility extrapolated from Dreyfus Midcap options trading.
Pair Trading with Dreyfus Midcap
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 Dreyfus Midcap 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 Dreyfus Midcap will appreciate offsetting losses from the drop in the long position's value.Moving together with Dreyfus Mutual Fund
| 0.64 | SSETX | Dreyfusthe Boston Pany | PairCorr |
| 0.95 | DLACX | Dreyfus Large Cap | PairCorr |
| 0.7 | SDSCX | Dreyfusthe Boston Pany | PairCorr |
The ability to find closely correlated positions to Dreyfus Midcap could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dreyfus Midcap 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 Dreyfus Midcap - 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 Dreyfus Midcap Index to buy it.
The correlation of Dreyfus Midcap 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 Dreyfus Midcap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dreyfus Midcap Index 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 Dreyfus Midcap 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 the analysis of Dreyfus Midcap Correlation against competitors. Note that the Dreyfus Midcap Index information on this page should be used as a complementary analysis to other Dreyfus Midcap'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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.