Dreyfus Institutional Sp Fund Manager Performance Evaluation
| DSPIX Fund | USD 66.09 0.37 0.56% |
The fund shows a Beta (market volatility) of 0.83, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dreyfus Institutional's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dreyfus Institutional is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Dreyfus Institutional Sp are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Dreyfus Institutional may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.2000 |
Dreyfus |
Dreyfus Institutional Relative Risk vs. Return Landscape
If you would invest 6,041 in Dreyfus Institutional Sp on September 1, 2024 and sell it today you would earn a total of 568.00 from holding Dreyfus Institutional Sp or generate 9.4% return on investment over 90 days. Dreyfus Institutional Sp is currently producing 0.1453% returns and takes up 0.7219% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Dreyfus, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dreyfus Institutional Current Valuation
Fairly Valued
Today
Please note that Dreyfus Institutional's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dreyfus Institutional shows a prevailing Real Value of $65.22 per share. The current price of the fund is $66.09. We determine the value of Dreyfus Institutional 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.
Since Dreyfus Institutional is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dreyfus Mutual Fund. However, Dreyfus Institutional'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 66.09 | Real 65.22 | Hype 66.09 | Naive 66.1 |
The intrinsic value of Dreyfus Institutional'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 Institutional'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 Dreyfus Institutional Sp helps investors to forecast how Dreyfus 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 Institutional more accurately as focusing exclusively on Dreyfus Institutional's fundamentals will not take into account other important factors: Dreyfus Institutional Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dreyfus Institutional's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dreyfus Institutional Sp, and traders can use it to determine the average amount a Dreyfus Institutional'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 = 0.2013
| Best Portfolio | Best Equity | |||
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| Cash | DSPIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Dreyfus Institutional is performing at about 15% 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 Dreyfus Institutional by adding it to a well-diversified portfolio.
Dreyfus Institutional Fundamentals Growth
Dreyfus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dreyfus Institutional, and Dreyfus Institutional 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 Mutual Fund performance.
| Price To Earning | 18.74 X | ||||
| Price To Book | 2.61 X | ||||
| Price To Sales | 1.83 X | ||||
About Dreyfus Institutional Performance
Evaluating Dreyfus Institutional's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dreyfus Institutional has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dreyfus Institutional has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
To pursue its goal, the fund normally invests at least 95 percent of its total assets in common stocks included in the SP 500 Index. To replicate index performance, its portfolio managers use a passive management approach and generally purchase all of the securities comprising the SP 500 Index.Things to note about Dreyfus Institutional performance evaluation
Checking the ongoing alerts about Dreyfus Institutional for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dreyfus Institutional help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.44% of its assets under management (AUM) in equities |
- Analyzing Dreyfus Institutional'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 Institutional's stock is overvalued or undervalued compared to its peers.
- Examining Dreyfus Institutional'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 Institutional's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dreyfus Institutional's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dreyfus Institutional's mutual fund. These opinions can provide insight into Dreyfus Institutional's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dreyfus Mutual Fund
Dreyfus Institutional financial ratios help investors to determine whether Dreyfus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dreyfus with respect to the benefits of owning Dreyfus Institutional security.
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