Julius Baer (Switzerland) Price on November 1, 2024
| 0P00016XV3 | 146.50 1.06 0.72% |
If you're considering investing in Julius Fund, it is important to understand the factors that can impact its price. As of today, the current price of Julius Baer stands at 146.50, as last reported on the 26th of December, with the highest price reaching 146.50 and the lowest price hitting 146.50 during the day. Julius Baer Edelweiss holds Efficiency (Sharpe) Ratio of -0.2, which attests that the entity had a -0.2% return per unit of risk over the last 3 months. Julius Baer Edelweiss exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Julius Baer's Standard Deviation of 0.6277, risk adjusted performance of (0.09), and Market Risk Adjusted Performance of 0.9782 to validate the risk estimate we provide.
Julius Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Julius |
Sharpe Ratio = -0.1972
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| Negative Returns | 0P00016XV3 |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Julius Baer 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 Julius Baer by adding Julius Baer to a well-diversified portfolio.
Julius Baer Valuation on November 1, 2024
It is possible to determine the worth of Julius Baer on a given historical date. On November 1, 2024 Julius was worth 153.61 at the beginning of the trading date compared to the closed value of 153.61. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Julius Baer fund. Still, in general, we apply an absolute valuation method to find Julius Baer's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Julius Baer where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Julius Baer's related companies.
| Open | High | Low | Close | Volume | |
| 151.66 | 151.66 | 151.66 | 151.66 | 1.00 | |
11/01/2024 | 153.61 | 153.61 | 153.61 | 153.61 | 1.00 |
| 153.00 | 153.00 | 153.00 | 153.00 | 1.00 |
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Julius Baer Trading Date Momentum on November 1, 2024
| On November 04 2024 Julius Baer Edelweiss was traded for 153.00 at the closing time. The highest price during the trading period was 153.00 and the lowest recorded bid was listed for 153.00 . There was no trading activity during the period 1.0. Lack of trading volume on November 4, 2024 contributed to the next trading day price decline. The daily price change to the next closing price was 0.40% . The trading delta at closing time to the current price is 0.43% . |
Price Boundaries
Julius Baer Period Price Range
Low | December 26, 2024
| High |
0.00 | 0.00 |
Julius Baer Edelweiss cannot be verified against its exchange. Please verify the symbol is currently traded on SIX Swiss Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Julius Baer December 26, 2024 Market Strength
Market strength indicators help investors to evaluate how Julius Baer fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Julius Baer shares will generate the highest return on investment. By undertsting and applying Julius Baer fund market strength indicators, traders can identify Julius Baer Edelweiss entry and exit signals to maximize returns
Julius Baer Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Julius Baer's price direction in advance. Along with the technical and fundamental analysis of Julius Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Julius to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | (0.09) | |||
| Jensen Alpha | (0.08) | |||
| Total Risk Alpha | (0.11) | |||
| Treynor Ratio | 0.9682 |
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| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |