La Foncire (Switzerland) Manager Performance Evaluation
| FOC Fund | CHF 152.80 1.80 1.19% |
The fund owns a Beta (Systematic Risk) of 0.0634, which conveys not very significant fluctuations relative to the market. As returns on the market increase, La Foncire's returns are expected to increase less than the market. However, during the bear market, the loss of holding La Foncire is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in La Foncire are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly stable fundamental indicators, La Foncire is not utilizing all of its potentials. The new stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
...moreFOC |
La Foncire Relative Risk vs. Return Landscape
If you would invest 14,500 in La Foncire on October 14, 2024 and sell it today you would earn a total of 780.00 from holding La Foncire or generate 5.38% return on investment over 90 days. La Foncire is generating 0.0919% of daily returns assuming 0.9592% volatility of returns over the 90 days investment horizon. Simply put, 8% of all funds have less volatile historical return distribution than La Foncire, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
La Foncire Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for La Foncire's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as La Foncire, and traders can use it to determine the average amount a La Foncire'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 = 0.0958
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | FOC | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.96 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average La Foncire is performing at about 7% 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 La Foncire by adding it to a well-diversified portfolio.
About La Foncire Performance
Evaluating La Foncire's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if La Foncire 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 La Foncire has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about La Foncire performance evaluation
Checking the ongoing alerts about La Foncire for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for La Foncire help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating La Foncire's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate La Foncire's fund performance include:- Analyzing La Foncire'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 La Foncire's stock is overvalued or undervalued compared to its peers.
- Examining La Foncire'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 La Foncire's management team can have a significant impact on its success or failure. Reviewing the track record and experience of La Foncire's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of La Foncire's fund. These opinions can provide insight into La Foncire's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in FOC Fund
La Foncire financial ratios help investors to determine whether FOC 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 FOC with respect to the benefits of owning La Foncire security.
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |