Affinity (South Africa) Manager Performance Evaluation
| 0P00017ZXN | 1.33 0.01 0.75% |
The fund shows a Beta (market volatility) of 0.0527, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Affinity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Affinity is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Affinity Ci Growth has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Affinity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreAffinity |
Affinity Relative Risk vs. Return Landscape
If you would invest 133.00 in Affinity Ci Growth on October 12, 2024 and sell it today you would earn a total of 0.00 from holding Affinity Ci Growth or generate 0.0% return on investment over 90 days. Affinity Ci Growth is generating 0.0012% of daily returns and assumes 0.4979% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than Affinity, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Affinity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Affinity's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Affinity Ci Growth, and traders can use it to determine the average amount a Affinity'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 = 0.0024
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P00017ZXN |
Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Affinity 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 Affinity by adding Affinity to a well-diversified portfolio.
Things to note about Affinity Ci Growth performance evaluation
Checking the ongoing alerts about Affinity for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Affinity Ci Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Affinity Ci Growth may become a speculative penny stock |
- Analyzing Affinity'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 Affinity's stock is overvalued or undervalued compared to its peers.
- Examining Affinity'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 Affinity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Affinity's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Affinity's fund. These opinions can provide insight into Affinity's potential for growth and whether the stock is currently undervalued or overvalued.
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