Impact ISR (Germany) Manager Performance Evaluation
| 0P0000VQ56 | EUR 55.45 0.07 0.13% |
The fund retains a Market Volatility (i.e., Beta) of 0.17, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Impact ISR's returns are expected to increase less than the market. However, during the bear market, the loss of holding Impact ISR is expected to be smaller as well.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Impact ISR Performance are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly stable basic indicators, Impact ISR is not utilizing all of its potentials. The current stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
...more| Fifty Two Week Low | 29.69 | |
| Fifty Two Week High | 47.46 |
Impact |
Impact ISR Relative Risk vs. Return Landscape
If you would invest 5,406 in Impact ISR Performance on December 17, 2024 and sell it today you would earn a total of 139.00 from holding Impact ISR Performance or generate 2.57% return on investment over 90 days. Impact ISR Performance is generating 0.0461% of daily returns and assumes 0.784% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than Impact, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Impact ISR Current Valuation
Fairly Valued
Today
Please note that Impact ISR's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Impact ISR Performance retains a regular Real Value of €55.35 per share. The prevalent price of the fund is €55.45. We determine the value of Impact ISR Performance from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage buying undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will come together.
The fair value of the Impact fund is determined by what a typical buyer is willing to pay for full or partial control of Impact ISR Performance. Since Impact ISR is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Impact Fund. However, Impact ISR'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 55.45 | Real 55.35 | Hype 55.45 | Naive 54.61 |
The intrinsic value of Impact ISR'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 Impact ISR'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 Impact ISR Performance helps investors to forecast how Impact 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 Impact ISR more accurately as focusing exclusively on Impact ISR's fundamentals will not take into account other important factors: Impact ISR Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Impact ISR's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Impact ISR Performance, and traders can use it to determine the average amount a Impact ISR'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 = 0.0588
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0000VQ56 |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Impact ISR is performing at about 4% 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 Impact ISR by adding it to a well-diversified portfolio.
Impact ISR Fundamentals Growth
Impact Fund prices reflect investors' perceptions of the future prospects and financial health of Impact ISR, and Impact ISR 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 Impact Fund performance.
| Total Asset | 427.04 M | |||
About Impact ISR Performance
Evaluating Impact ISR's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Impact ISR 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 Impact ISR 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.
Le compartiment IMPACT ISR PERFORMANCE est nourricier du compartiment IMPACT ES ACTIONS EUROPE de la SICAV matre IMPACT ES . Impact ISR is traded on Frankfurt Stock Exchange in Germany.Things to note about Impact ISR Performance performance evaluation
Checking the ongoing alerts about Impact ISR for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Impact ISR Performance help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds all of the total net assets in various exotic instrument |
- Analyzing Impact ISR'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 Impact ISR's stock is overvalued or undervalued compared to its peers.
- Examining Impact ISR'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 Impact ISR's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Impact ISR's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Impact ISR's fund. These opinions can provide insight into Impact ISR's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Impact Fund
Impact ISR financial ratios help investors to determine whether Impact 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 Impact with respect to the benefits of owning Impact ISR security.
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