Barings Global (Germany) Manager Performance Evaluation
| 0P00000RPB | EUR 7.51 0.03 0.40% |
The fund shows a Beta (market volatility) of 0.19, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Barings Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Barings Global is expected to be smaller as well.
Risk-Adjusted Performance
20 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Barings Global Umbrella are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat fragile basic indicators, Barings Global may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Fifty Two Week Low | 6.84 | |
| Fifty Two Week High | 8.17 | |
| Annual Report Expense Ratio | 1.45% |
Barings |
Barings Global Relative Risk vs. Return Landscape
If you would invest 696.00 in Barings Global Umbrella on September 21, 2024 and sell it today you would earn a total of 55.00 from holding Barings Global Umbrella or generate 7.9% return on investment over 90 days. Barings Global Umbrella is generating 0.1181% of daily returns and assumes 0.4528% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than Barings, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Barings Global Current Valuation
Fairly Valued
Today
Please note that Barings Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Barings Global Umbrella shows a prevailing Real Value of €7.44 per share. The current price of the fund is €7.51. We determine the value of Barings Global Umbrella from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will blend.
Since Barings Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Barings Fund. However, Barings Global's intrinsic value may or may not be the same as its current market price, 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 7.51 | Real 7.44 | Hype 7.51 | Naive 7.53 |
The real value of Barings Fund, also known as its intrinsic value, is the underlying worth of Barings Global Umbrella Fund, which is reflected in its stock price. It is based on Barings Global's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Barings Global'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, or news.
Estimating the potential upside or downside of Barings Global Umbrella helps investors to forecast how Barings 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 Barings Global more accurately as focusing exclusively on Barings Global's fundamentals will not take into account other important factors: Barings Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Barings Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Barings Global Umbrella, and traders can use it to determine the average amount a Barings Global'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 = 0.2608
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Estimated Market Risk
| 0.45 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Barings Global is performing at about 20% 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 Barings Global by adding it to a well-diversified portfolio.
Barings Global Fundamentals Growth
Barings Fund prices reflect investors' perceptions of the future prospects and financial health of Barings Global, and Barings Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Barings Fund performance.
About Barings Global Performance
By analyzing Barings Global's fundamental ratios, stakeholders can gain valuable insights into Barings Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Barings Global 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 Barings Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The primary investment objective of the Fund is to produce a high level of current yield in dollar terms, commensurate with an acceptable level of risk as determined by the Manager in its reasonable discretion. Barings Global is traded on Frankfurt Stock Exchange in Germany.Things to note about Barings Global Umbrella performance evaluation
Checking the ongoing alerts about Barings Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Barings Global Umbrella help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Barings Global Umbrella holds about 45.79% of its total net assets in fixed income securities |
- Analyzing Barings Global'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 Barings Global's stock is overvalued or undervalued compared to its peers.
- Examining Barings Global'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 Barings Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Barings Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Barings Global's fund. These opinions can provide insight into Barings Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Barings Fund
Barings Global financial ratios help investors to determine whether Barings 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 Barings with respect to the benefits of owning Barings Global security.
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