Baloise Swiss (Switzerland) Manager Performance Evaluation
| BALSP Fund | 127.00 1.00 0.79% |
The fund shows a Beta (market volatility) of -0.23, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Baloise Swiss are expected to decrease at a much lower rate. During the bear market, Baloise Swiss is likely to outperform the market.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Baloise Swiss Property are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of comparatively weak basic indicators, Baloise Swiss may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Baloise Swiss Relative Risk vs. Return Landscape
If you would invest 11,600 in Baloise Swiss Property on September 27, 2024 and sell it today you would earn a total of 1,100 from holding Baloise Swiss Property or generate 9.48% return on investment over 90 days. Baloise Swiss Property is generating 0.1462% of daily returns and assumes 0.6843% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than Baloise, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Baloise Swiss Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baloise Swiss' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Baloise Swiss Property, and traders can use it to determine the average amount a Baloise Swiss' 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 = 0.2137
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Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Baloise Swiss is performing at about 16% 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 Baloise Swiss by adding it to a well-diversified portfolio.
Things to note about Baloise Swiss Property performance evaluation
Checking the ongoing alerts about Baloise Swiss for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Baloise Swiss Property help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Baloise Swiss' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Baloise Swiss' fund performance include:- Analyzing Baloise Swiss' 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 Baloise Swiss' stock is overvalued or undervalued compared to its peers.
- Examining Baloise Swiss' 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 Baloise Swiss' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baloise Swiss' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Baloise Swiss' fund. These opinions can provide insight into Baloise Swiss' potential for growth and whether the stock is currently undervalued or overvalued.
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