Realstone Swiss (Switzerland) Manager Performance Evaluation
| RSF Fund | 147.00 0.50 0.34% |
The fund holds a Beta of -0.12, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Realstone Swiss are expected to decrease at a much lower rate. During the bear market, Realstone 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 Realstone Swiss Property are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly unsteady technical and fundamental indicators, Realstone Swiss may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Realstone Swiss Relative Risk vs. Return Landscape
If you would invest 13,050 in Realstone Swiss Property on September 27, 2024 and sell it today you would earn a total of 1,650 from holding Realstone Swiss Property or generate 12.64% return on investment over 90 days. Realstone Swiss Property is generating 0.1933% of daily returns assuming 0.9209% volatility of returns over the 90 days investment horizon. Simply put, 8% of all funds have less volatile historical return distribution than Realstone Swiss, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Realstone Swiss Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Realstone Swiss' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Realstone Swiss Property, and traders can use it to determine the average amount a Realstone 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 = 0.2099
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Realstone 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 Realstone Swiss by adding it to a well-diversified portfolio.
Things to note about Realstone Swiss Property performance evaluation
Checking the ongoing alerts about Realstone Swiss for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Realstone 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 Realstone Swiss' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Realstone Swiss' fund performance include:- Analyzing Realstone 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 Realstone Swiss' stock is overvalued or undervalued compared to its peers.
- Examining Realstone 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 Realstone Swiss' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Realstone Swiss' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Realstone Swiss' fund. These opinions can provide insight into Realstone Swiss' potential for growth and whether the stock is currently undervalued or overvalued.
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