Davis Opportunity Ten Year Return vs. Five Year Return
Based on the key profitability measurements obtained from Davis Opportunity's financial statements, Davis Opportunity Fund may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Davis Opportunity's ability to earn profits and add value for shareholders.
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in income.
Please note, there is a significant difference between Davis Opportunity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Davis Opportunity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Davis Opportunity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Davis Opportunity profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Davis Opportunity to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Davis Opportunity Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Davis Opportunity's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Davis Opportunity Fund over time as well as its relative position and ranking within its peers.
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Davis Opportunity Five Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Davis Opportunity's current stock value. Our valuation model uses many indicators to compare Davis Opportunity value to that of its competitors to determine the firm's financial worth. Davis Opportunity Fund is rated fifth largest fund in ten year return among similar funds. It is rated below average in five year return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Davis Opportunity's earnings, one of the primary drivers of an investment's value.Davis Five Year Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Davis Opportunity |
| = | 3.92 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Davis Opportunity |
| = | (3.27) % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Davis Five Year Return Comparison
Davis Opportunity is currently under evaluation in five year return among similar funds.
Davis Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Davis Opportunity. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Davis Opportunity position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Davis Opportunity's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Davis Opportunity without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Equity ForecastingUse basic forecasting models to generate price predictions and determine price momentum |
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Use Investing Themes to Complement your Davis Opportunity position
In addition to having Davis Opportunity in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Warren Buffett Holdings Thematic Idea Now
Warren Buffett Holdings
A long-term portfolio of publicly-traded stocks on US exchanges that are owned by Warren Buffett's holding company Berkshire Hathaway. The Warren Buffett Holdings theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Warren Buffett Holdings Theme or any other thematic opportunities.
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Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
Other Consideration for investing in Davis Mutual Fund
If you are still planning to invest in Davis Opportunity check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Davis Opportunity's history and understand the potential risks before investing.
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