Dreyfusthe Boston Pany Fund Manager Performance Evaluation
| SSETX Fund | USD 33.81 0.34 1.02% |
The fund shows a Beta (market volatility) of 1.39, which means 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, Dreyfus/the Boston will likely underperform.
Risk-Adjusted Performance
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Over the last 90 days Dreyfusthe Boston Pany has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Dreyfus/the Boston is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Family Services of SETX hosts Capital Campaign Kick-off - Beaumont Examiner | 03/08/2024 |
| Expense Ratio | 1.0000 |
Dreyfus/the |
Dreyfus/the Boston Relative Risk vs. Return Landscape
If you would invest 3,444 in Dreyfusthe Boston Pany on January 24, 2024 and sell it today you would lose (63.00) from holding Dreyfusthe Boston Pany or give up 1.83% of portfolio value over 90 days. Dreyfusthe Boston Pany is currently producing negative expected returns and takes up 1.1782% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Dreyfus/the, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dreyfus/the Boston Current Valuation
Fairly Valued
Today
Please note that Dreyfus/the Boston's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dreyfusthe Boston Pany shows a prevailing Real Value of $34.06 per share. The current price of the fund is $33.81. We determine the value of Dreyfusthe Boston Pany from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Our valuation method for Dreyfusthe Boston Pany is useful when determining the fair value of the Dreyfus/the mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Dreyfus/the Boston. Since Dreyfus/the Boston is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dreyfus/the Mutual Fund. However, Dreyfus/the Boston'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 33.81 | Real 34.06 | Hype 33.81 |
The real value of Dreyfus/the Mutual Fund, also known as its intrinsic value, is the underlying worth of Dreyfusthe Boston Pany Mutual Fund, which is reflected in its stock price. It is based on Dreyfus/the Boston's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Dreyfus/the Boston'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 Dreyfus/the Boston'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 Dreyfusthe Boston Pany helps investors to forecast how Dreyfus/the 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 Dreyfus/the Boston more accurately as focusing exclusively on Dreyfus/the Boston's fundamentals will not take into account other important factors: Dreyfus/the Boston Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dreyfus/the Boston's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dreyfusthe Boston Pany, and traders can use it to determine the average amount a Dreyfus/the Boston'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 = -0.0194
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SSETX |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dreyfus/the Boston is not performing at its full potential. However, 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 Dreyfus/the Boston by adding Dreyfus/the Boston to a well-diversified portfolio.
Dreyfus/the Boston Fundamentals Growth
Dreyfus/the Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dreyfus/the Boston, and Dreyfus/the Boston 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 Dreyfus/the Mutual Fund performance.
| Price To Earning | 29.81 X | ||||
| Price To Book | 2.97 X | ||||
| Price To Sales | 1.74 X | ||||
| Total Asset | 29.47 M | ||||
About Dreyfus/the Boston Performance
To evaluate Dreyfusthe Boston Pany 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 Dreyfus/the Boston 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 Dreyfus/the 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 Dreyfusthe Boston Pany market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Dreyfus/the'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 normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap U.S. companies. The adviser currently considers small-cap companies to be those companies with total market capitalizations that are equal to or less than the total market capitalization of the largest company included in the Russell 2000 Growth Index, the funds benchmark index. The funds investment strategy may lead it to emphasize certain sectors, such as information technology, communication services, health care, consumer discretionary and industrials.Things to note about Dreyfusthe Boston Pany performance evaluation
Checking the ongoing alerts about Dreyfus/the Boston for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dreyfusthe Boston Pany help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dreyfus/the Boston generated a negative expected return over the last 90 days | |
| The fund generated three year return of -10.0% | |
| Dreyfusthe Boston Pany maintains 95.69% of its assets in stocks |
- Analyzing Dreyfus/the Boston'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 Dreyfus/the Boston's stock is overvalued or undervalued compared to its peers.
- Examining Dreyfus/the Boston'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 Dreyfus/the Boston's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dreyfus/the Boston's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dreyfus/the Boston's mutual fund. These opinions can provide insight into Dreyfus/the Boston's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Dreyfusthe Boston Pany. 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 estimate. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.