Davenport Insider Buying Fund Manager Performance Evaluation
| DBUYX Fund | 11.63 0.01 0.09% |
The fund shows a Beta (market volatility) of 0.9, which means possible diversification benefits within a given portfolio. Davenport Insider returns are very sensitive to returns on the market. As the market goes up or down, Davenport Insider is expected to follow.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Davenport Insider Buying are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly inconsistent basic indicators, Davenport Insider may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...moreDavenport |
Davenport Insider Relative Risk vs. Return Landscape
If you would invest 1,093 in Davenport Insider Buying on August 31, 2024 and sell it today you would earn a total of 70.00 from holding Davenport Insider Buying or generate 6.4% return on investment over 90 days. Davenport Insider Buying is currently producing 0.1014% returns and takes up 0.7512% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Davenport, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Davenport Insider Current Valuation
Fairly Valued
Today
Please note that Davenport Insider's price fluctuation is very steady at this time. Davenport Insider Buying shows a prevailing Real Value of USD11.51 per share. The current price of the fund is USD11.63. Our model computes the value of Davenport Insider Buying from reviewing the entity technical indicators and probability of bankruptcy. In general, investors 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 Davenport Insider is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Davenport Mutual Fund. However, Davenport Insider'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 11.63 | Real 11.51 | Hype 11.63 | Naive 11.65 |
The intrinsic value of Davenport Insider'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 Davenport Insider'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 Davenport Insider Buying helps investors to forecast how Davenport 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 Davenport Insider more accurately as focusing exclusively on Davenport Insider's fundamentals will not take into account other important factors: Davenport Insider Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Davenport Insider's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Davenport Insider Buying, and traders can use it to determine the average amount a Davenport Insider'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 = 0.1349
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| Cash | DBUYX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Davenport Insider is performing at about 10% 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 Davenport Insider by adding it to a well-diversified portfolio.
About Davenport Insider Performance
Evaluating Davenport Insider's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Davenport Insider 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 Davenport Insider 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.
Under normal circumstances, the fund will generally invest in common stocks of companies that show strong capital appreciation potential, have strong and focused management, solid balance sheets and a history of proven results. It may invest up to 20 percent of its net assets in ETFs. The fund may invest up to 30 percent of its net assets in common stocks of foreign issuers when, in the Advisers opinion, such investments would be advantageous to the fund and help the fund achieve its investment objective.Things to note about Davenport Insider Buying performance evaluation
Checking the ongoing alerts about Davenport Insider for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Davenport Insider Buying 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 all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Davenport Insider'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 Davenport Insider's stock is overvalued or undervalued compared to its peers.
- Examining Davenport Insider'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 Davenport Insider's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Davenport Insider's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Davenport Insider's mutual fund. These opinions can provide insight into Davenport Insider's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Davenport Mutual Fund
Davenport Insider financial ratios help investors to determine whether Davenport 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 Davenport with respect to the benefits of owning Davenport Insider security.
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