Swedbank Robur (Germany) Manager Performance Evaluation
| 0P0001MGCA | 9.79 0.02 0.20% |
The entity has a beta of 0.0315, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Swedbank Robur's returns are expected to increase less than the market. However, during the bear market, the loss of holding Swedbank Robur is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Swedbank Robur Corporate are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of very healthy basic indicators, Swedbank Robur is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.
...moreSwedbank |
Swedbank Robur Relative Risk vs. Return Landscape
If you would invest 964.00 in Swedbank Robur Corporate on September 22, 2024 and sell it today you would earn a total of 15.00 from holding Swedbank Robur Corporate or generate 1.56% return on investment over 90 days. Swedbank Robur Corporate is generating 0.0235% of daily returns and assumes 0.1661% volatility on return distribution over the 90 days horizon. Simply put, 1% of funds are less volatile than Swedbank, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Swedbank Robur Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Swedbank Robur's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Swedbank Robur Corporate, and traders can use it to determine the average amount a Swedbank Robur'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 = 0.1417
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| Negative Returns | 0P0001MGCA |
Estimated Market Risk
| 0.17 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Swedbank Robur is performing at about 11% 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 Swedbank Robur by adding it to a well-diversified portfolio.
Things to note about Swedbank Robur Corporate performance evaluation
Checking the ongoing alerts about Swedbank Robur for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Swedbank Robur Corporate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Swedbank Robur's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Swedbank Robur's fund performance include:- Analyzing Swedbank Robur'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 Swedbank Robur's stock is overvalued or undervalued compared to its peers.
- Examining Swedbank Robur'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 Swedbank Robur's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Swedbank Robur's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Swedbank Robur's fund. These opinions can provide insight into Swedbank Robur's potential for growth and whether the stock is currently undervalued or overvalued.
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