Carnegie Wealth (Denmark) Performance
| CMINOA Stock | DKK 134.25 0.05 0.04% |
Carnegie Wealth has a performance score of 6 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.43, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Carnegie Wealth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Carnegie Wealth is expected to be smaller as well. Carnegie Wealth Mana right now shows a risk of 1.2%. Please confirm Carnegie Wealth Mana expected short fall, and the relationship between the maximum drawdown and rate of daily change , to decide if Carnegie Wealth Mana will be following its price patterns.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Carnegie Wealth Management are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite somewhat unsteady forward indicators, Carnegie Wealth may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
| Fifty Two Week Low | 169.10 | |
| Fifty Two Week High | 171.05 |
Carnegie |
Carnegie Wealth Relative Risk vs. Return Landscape
If you would invest 12,670 in Carnegie Wealth Management on December 19, 2024 and sell it today you would earn a total of 755.00 from holding Carnegie Wealth Management or generate 5.96% return on investment over 90 days. Carnegie Wealth Management is generating 0.1052% of daily returns and assumes 1.1951% volatility on return distribution over the 90 days horizon. Simply put, 10% of stocks are less volatile than Carnegie, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Carnegie Wealth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carnegie Wealth's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carnegie Wealth Management, and traders can use it to determine the average amount a Carnegie Wealth'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 = 0.088
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| Cash | CMINOA | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Carnegie Wealth is performing at about 6% 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 Carnegie Wealth by adding it to a well-diversified portfolio.
About Carnegie Wealth Performance
By analyzing Carnegie Wealth's fundamental ratios, stakeholders can gain valuable insights into Carnegie Wealth's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Carnegie Wealth has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Carnegie Wealth has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Carnegie Wealth Mana performance evaluation
Checking the ongoing alerts about Carnegie Wealth for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carnegie Wealth Mana help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Carnegie Wealth's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Carnegie Wealth's stock performance include:- Analyzing Carnegie Wealth'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 Carnegie Wealth's stock is overvalued or undervalued compared to its peers.
- Examining Carnegie Wealth'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 Carnegie Wealth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carnegie Wealth's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carnegie Wealth's stock. These opinions can provide insight into Carnegie Wealth's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Carnegie Stock analysis
When running Carnegie Wealth's price analysis, check to measure Carnegie Wealth's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Carnegie Wealth is operating at the current time. Most of Carnegie Wealth's value examination focuses on studying past and present price action to predict the probability of Carnegie Wealth's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carnegie Wealth's price. Additionally, you may evaluate how the addition of Carnegie Wealth to your portfolios can decrease your overall portfolio volatility.
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