Dodge Global Bond Fund Manager Performance Evaluation
| DODLX Fund | USD 10.93 0.04 0.36% |
The fund shows a Beta (market volatility) of -0.0033, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Dodge Global are expected to decrease at a much lower rate. During the bear market, Dodge Global is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Dodge Global Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Dodge Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | 5 Best Bond Funds for Retirement - MSN | 11/20/2024 |
| Expense Ratio Date | 6th of June 2023 | |
| Expense Ratio | 0.4500 |
Dodge |
Dodge Global Relative Risk vs. Return Landscape
If you would invest 1,125 in Dodge Global Bond on September 13, 2024 and sell it today you would lose (32.00) from holding Dodge Global Bond or give up 2.84% of portfolio value over 90 days. Dodge Global Bond is currently producing negative expected returns and takes up 0.2991% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Dodge, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dodge Global Current Valuation
Undervalued
Today
Please note that Dodge Global's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Dodge Global Bond shows a prevailing Real Value of $11.99 per share. The current price of the fund is $10.93. We determine the value of Dodge Global Bond 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 Dodge Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dodge Mutual Fund. However, Dodge Global'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 10.93 | Real 11.99 | Hype 10.97 |
The intrinsic value of Dodge Global'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 Dodge Global'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 Dodge Global Bond helps investors to forecast how Dodge 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 Dodge Global more accurately as focusing exclusively on Dodge Global's fundamentals will not take into account other important factors: Dodge Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dodge Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dodge Global Bond, and traders can use it to determine the average amount a Dodge Global'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 = -0.1492
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DODLX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dodge Global 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 Dodge Global by adding Dodge Global to a well-diversified portfolio.
Dodge Global Fundamentals Growth
Dodge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dodge Global, and Dodge Global 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 Dodge Mutual Fund performance.
| Total Asset | 1.81 B | ||||
About Dodge Global Performance
Evaluating Dodge Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dodge Global 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 Dodge Global 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 invests at least 40 percent of its total assets in securities of non-U.S. issuers and at least 80 percent of its total assets in debt instruments, which may, in each case, be represented by derivatives such as forward contracts, futures contracts, or swap agreements. The fund invests in both U.S. dollar-denominated and non-U.S. dollar-denominated debt instruments across all sectors.Things to note about Dodge Global Bond performance evaluation
Checking the ongoing alerts about Dodge Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dodge Global Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dodge Global Bond generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: 5 Best Bond Funds for Retirement - MSN | |
| The fund retains about 5.31% of its assets under management (AUM) in cash |
- Analyzing Dodge Global'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 Dodge Global's stock is overvalued or undervalued compared to its peers.
- Examining Dodge Global'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 Dodge Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dodge Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dodge Global's mutual fund. These opinions can provide insight into Dodge Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dodge Mutual Fund
Dodge Global financial ratios help investors to determine whether Dodge 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 Dodge with respect to the benefits of owning Dodge Global security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |