AXA World (Germany) Manager Performance Evaluation
| AW43 Fund | EUR 207.65 0.03 0.01% |
The fund owns a Beta (Systematic Risk) of 0.0196, which signifies not very significant fluctuations relative to the market. As returns on the market increase, AXA World's returns are expected to increase less than the market. However, during the bear market, the loss of holding AXA World is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days AXA World Funds has generated negative risk-adjusted returns adding no value to fund investors. In spite of very healthy primary indicators, AXA World is not utilizing all of its potentials. The newest stock price disarray, may contribute to short-term losses for the investors.
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AXA World Relative Risk vs. Return Landscape
If you would invest 21,361 in AXA World Funds on October 11, 2024 and sell it today you would lose (596.00) from holding AXA World Funds or give up 2.79% of portfolio value over 90 days. AXA World Funds is generating negative expected returns and assumes 0.624% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than AXA, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
AXA World Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for AXA World's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as AXA World Funds, and traders can use it to determine the average amount a AXA World'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 = -0.0751
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AW43 |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average AXA World 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 AXA World by adding AXA World to a well-diversified portfolio.
About AXA World Performance
By examining AXA World's fundamental ratios, stakeholders can obtain critical insights into AXA World's 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 AXA World 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.
Things to note about AXA World Funds performance evaluation
Checking the ongoing alerts about AXA World for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for AXA World Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| AXA World Funds generated a negative expected return over the last 90 days |
- Analyzing AXA World'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 AXA World's stock is overvalued or undervalued compared to its peers.
- Examining AXA World'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 AXA World's management team can have a significant impact on its success or failure. Reviewing the track record and experience of AXA World's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of AXA World's fund. These opinions can provide insight into AXA World's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in AXA Fund
AXA World financial ratios help investors to determine whether AXA 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 AXA with respect to the benefits of owning AXA World security.
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