Nomura Funds (UK) Manager Performance Evaluation
| 0P0001O04K | 12,937 84.94 0.65% |
The fund secures a Beta (Market Risk) of 0.0982, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nomura Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Nomura Funds is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Nomura Funds Ireland has generated negative risk-adjusted returns adding no value to fund investors. In spite of very healthy basic indicators, Nomura Funds is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.
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Nomura Funds Relative Risk vs. Return Landscape
If you would invest 1,293,762 in Nomura Funds Ireland on September 22, 2024 and sell it today you would lose (63.00) from holding Nomura Funds Ireland or give up 0.0% of portfolio value over 90 days. Nomura Funds Ireland is generating 0.0038% of daily returns and assumes 0.8855% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than Nomura, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Nomura Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nomura Funds' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Nomura Funds Ireland, and traders can use it to determine the average amount a Nomura Funds' 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 = 0.0043
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| Negative Returns | 0P0001O04K |
Estimated Market Risk
| 0.89 actual daily | 7 93% 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 Nomura Funds 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 Nomura Funds by adding Nomura Funds to a well-diversified portfolio.
About Nomura Funds Performance
By examining Nomura Funds' fundamental ratios, stakeholders can obtain critical insights into Nomura Funds' financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Nomura Funds is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Nomura Funds is entity of United Kingdom. It is traded as Fund on LSE exchange.Things to note about Nomura Funds Ireland performance evaluation
Checking the ongoing alerts about Nomura Funds for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Nomura Funds Ireland help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Nomura Funds' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Nomura Funds' fund performance include:- Analyzing Nomura Funds' 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 Nomura Funds' stock is overvalued or undervalued compared to its peers.
- Examining Nomura Funds' 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 Nomura Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nomura Funds' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Nomura Funds' fund. These opinions can provide insight into Nomura Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nomura Fund
Nomura Funds financial ratios help investors to determine whether Nomura 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 Nomura with respect to the benefits of owning Nomura Funds security.
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