Pareto Nordic (Germany) Manager Performance Evaluation
| 0P0001F6GT | 149.60 0.14 0.09% |
The fund holds a Beta of -0.0359, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pareto Nordic are expected to decrease at a much lower rate. During the bear market, Pareto Nordic is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Pareto Nordic Equity has generated negative risk-adjusted returns adding no value to fund investors. Despite nearly stable basic indicators, Pareto Nordic is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
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Pareto Nordic Relative Risk vs. Return Landscape
If you would invest 15,758 in Pareto Nordic Equity on October 5, 2024 and sell it today you would lose (798.00) from holding Pareto Nordic Equity or give up 5.06% of portfolio value over 90 days. Pareto Nordic Equity is generating negative expected returns and assumes 0.6937% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than Pareto, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Pareto Nordic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pareto Nordic's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Pareto Nordic Equity, and traders can use it to determine the average amount a Pareto Nordic'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 = -0.1257
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0001F6GT |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pareto Nordic 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 Pareto Nordic by adding Pareto Nordic to a well-diversified portfolio.
Things to note about Pareto Nordic Equity performance evaluation
Checking the ongoing alerts about Pareto Nordic for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Pareto Nordic Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pareto Nordic Equity is not yet fully synchronised with the market data | |
| Pareto Nordic Equity generated a negative expected return over the last 90 days |
- Analyzing Pareto Nordic'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 Pareto Nordic's stock is overvalued or undervalued compared to its peers.
- Examining Pareto Nordic'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 Pareto Nordic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pareto Nordic's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Pareto Nordic's fund. These opinions can provide insight into Pareto Nordic's potential for growth and whether the stock is currently undervalued or overvalued.
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