DKIEUHUAKLDKK (Denmark) Manager Performance Evaluation
| DKIEUHUAKLDKK | DKK 240.76 0.12 0.05% |
The fund shows a Beta (market volatility) of 0.0872, which means not very significant fluctuations relative to the market. As returns on the market increase, DKIEUHUAKLDKK's returns are expected to increase less than the market. However, during the bear market, the loss of holding DKIEUHUAKLDKK is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Investeringsforeningen Danske Invest are ranked lower than 29 (%) of all funds and portfolios of funds over the last 90 days. In spite of comparatively conflicting essential indicators, DKIEUHUAKLDKK unveiled solid returns over the last few months and may actually be approaching a breakup point.
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DKIEUHUAKLDKK Relative Risk vs. Return Landscape
If you would invest 21,125 in Investeringsforeningen Danske Invest on December 21, 2024 and sell it today you would earn a total of 2,951 from holding Investeringsforeningen Danske Invest or generate 13.97% return on investment over 90 days. Investeringsforeningen Danske Invest is generating 0.2199% of daily returns and assumes 0.5867% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than DKIEUHUAKLDKK, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
DKIEUHUAKLDKK Current Valuation
Undervalued
Today
Please note that DKIEUHUAKLDKK's price fluctuation is very steady at this time. Investeringsforeningen shows a prevailing Real Value of kr258.21 per share. The current price of the fund is kr240.76. Our model computes the value of Investeringsforeningen from reviewing the entity technical indicators and probability of bankruptcy. In general, investors advise acquiring undervalued funds and selling overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
DKIEUHUAKLDKK's intrinsic value may or may not be the same as its current market price of 240.76, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 240.76 | Real 258.21 | Hype 240.88 | Naive 242.7 |
The intrinsic value of DKIEUHUAKLDKK's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence DKIEUHUAKLDKK's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Investeringsforeningen Danske Invest helps investors to forecast how DKIEUHUAKLDKK fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of DKIEUHUAKLDKK more accurately as focusing exclusively on DKIEUHUAKLDKK's fundamentals will not take into account other important factors: DKIEUHUAKLDKK Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for DKIEUHUAKLDKK's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Investeringsforeningen Danske Invest, and traders can use it to determine the average amount a DKIEUHUAKLDKK'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 = 0.3747
| Best Portfolio | Best Equity | |||
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| Small Returns | DKIEUHUAKLDKK | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.37 actual daily | 29 71% of assets perform better |
Based on monthly moving average DKIEUHUAKLDKK is performing at about 29% 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 DKIEUHUAKLDKK by adding it to a well-diversified portfolio.
About DKIEUHUAKLDKK Performance
Assessing DKIEUHUAKLDKK's fundamental ratios provides investors with valuable insights into DKIEUHUAKLDKK's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the DKIEUHUAKLDKK is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about Investeringsforeningen performance evaluation
Checking the ongoing alerts about DKIEUHUAKLDKK for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Investeringsforeningen help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating DKIEUHUAKLDKK's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate DKIEUHUAKLDKK's fund performance include:- Analyzing DKIEUHUAKLDKK'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 DKIEUHUAKLDKK's stock is overvalued or undervalued compared to its peers.
- Examining DKIEUHUAKLDKK'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 DKIEUHUAKLDKK's management team can have a significant impact on its success or failure. Reviewing the track record and experience of DKIEUHUAKLDKK's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of DKIEUHUAKLDKK's fund. These opinions can provide insight into DKIEUHUAKLDKK's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in DKIEUHUAKLDKK Fund
DKIEUHUAKLDKK financial ratios help investors to determine whether DKIEUHUAKLDKK 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 DKIEUHUAKLDKK with respect to the benefits of owning DKIEUHUAKLDKK security.
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