KLP AksjeGlobal (Ireland) Manager Performance Evaluation
| 0P00001BHH | 4,138 0.00 0.00% |
The fund secures a Beta (Market Risk) of 0.0706, which conveys not very significant fluctuations relative to the market. As returns on the market increase, KLP AksjeGlobal's returns are expected to increase less than the market. However, during the bear market, the loss of holding KLP AksjeGlobal is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in KLP AksjeGlobal Indeks are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, KLP AksjeGlobal may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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KLP AksjeGlobal Relative Risk vs. Return Landscape
If you would invest 385,864 in KLP AksjeGlobal Indeks on September 17, 2024 and sell it today you would earn a total of 27,906 from holding KLP AksjeGlobal Indeks or generate 7.23% return on investment over 90 days. KLP AksjeGlobal Indeks is generating 0.1124% of daily returns and assumes 0.5452% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than KLP, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
KLP AksjeGlobal Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for KLP AksjeGlobal's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as KLP AksjeGlobal Indeks, and traders can use it to determine the average amount a KLP AksjeGlobal'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 = 0.2061
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| Cash | 0P00001BHH | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.55 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average KLP AksjeGlobal is performing at about 16% 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 KLP AksjeGlobal by adding it to a well-diversified portfolio.
Things to note about KLP AksjeGlobal Indeks performance evaluation
Checking the ongoing alerts about KLP AksjeGlobal for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for KLP AksjeGlobal Indeks help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating KLP AksjeGlobal's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate KLP AksjeGlobal's fund performance include:- Analyzing KLP AksjeGlobal'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 KLP AksjeGlobal's stock is overvalued or undervalued compared to its peers.
- Examining KLP AksjeGlobal'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 KLP AksjeGlobal's management team can have a significant impact on its success or failure. Reviewing the track record and experience of KLP AksjeGlobal's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of KLP AksjeGlobal's fund. These opinions can provide insight into KLP AksjeGlobal's potential for growth and whether the stock is currently undervalued or overvalued.
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