DWS Small Manager Performance Evaluation

SSDIX -- USA Fund  

USD 29.04  0.18  0.62%

The organization shows Beta (market volatility) of -0.0141 which denotes to the fact that as returns on market increase, returns on owning DWS Small are expected to decrease at a much smaller rate. During bear market, DWS Small is likely to outperform the market. Although it is extremely important to respect DWS Small Cap historical returns, it is better to be realistic regarding the information on equity current trending 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 Small Cap technical indicators you can now evaluate if the expected return of 0.0144% will be sustainable into the future.
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Risk-Adjusted Fund Performance

Over the last 30 days DWS Small Cap Growth Fund Cla has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, DWS Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low23.96
Fifty Two Week High39.27
Annual Report Expense Ratio0.94%
Horizon     30 Days    Login   to change

DWS Small Cap Relative Risk vs. Return Landscape

If you would invest  2,887  in DWS Small Cap Growth Fund Cla on August 23, 2019 and sell it today you would earn a total of  17.00  from holding DWS Small Cap Growth Fund Cla or generate 0.59% return on investment over 30 days. DWS Small Cap Growth Fund Cla is currently producing 0.0144% returns and takes up 1.0462% volatility of returns over 30 trading days. Put another way, 9% 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 (%) 
      Risk (%) 
Assuming 30 trading days horizon, DWS Small is expected to generate 1.16 times more return on investment than the market. However, the company is 1.16 times more volatile than its market benchmark. It trades about 0.01 of its potential returns per unit of risk. The DOW is currently generating roughly 0.01 per unit of risk.

DWS Small Current Valuation

Fairly Valued
September 22, 2019
29.04
Market Value
29.03
Real Value
32.18
Upside
DWS Small is very steady asset. DWS Small Cap shows prevailing Real Value of $29.03 per share. The current price of the fund is $29.04. At this time the entity appears to be fairly valued. We determine the value of DWS Small Cap from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point future time assets prices and their ongoing real values will submerge.

DWS Small Market Risk Analysis

Sharpe Ratio = 0.0138
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DWS Small Relative Performance Indicators

Estimated Market Risk
 1.05
  actual daily
 
 9 %
of total potential
 
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Expected Return
 0.01
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 0.01
  actual daily
 
 0 %
of total potential
 
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Based on monthly moving average DWS Small is performing at about 0% 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 DWS Small by adding it to a well-diversified portfolio.

DWS Small Alerts

Equity Alerts and Improvement Suggestions

Latest headline from thestockminute.com: Insider Activity Is Management Buying Matador Resources Company - Stock Minute
The fund maintains 97.54% of its assets in stocks
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