CABK RV (Spain) Manager Performance Evaluation
| 0P00000XGU | 12.92 0.21 1.65% |
The entity owns a Beta (Systematic Risk) of 0.082, which signifies not very significant fluctuations relative to the market. As returns on the market increase, CABK RV's returns are expected to increase less than the market. However, during the bear market, the loss of holding CABK RV is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days CABK RV Internacional has generated negative risk-adjusted returns adding no value to fund investors. Despite unsteady performance in the last few months, the Fund's basic indicators remain somewhat strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...moreCABK |
CABK RV Relative Risk vs. Return Landscape
If you would invest 1,456 in CABK RV Internacional on December 14, 2024 and sell it today you would lose (164.00) from holding CABK RV Internacional or give up 11.26% of portfolio value over 90 days. CABK RV Internacional is generating negative expected returns and assumes 1.1833% volatility on return distribution over the 90 days horizon. Simply put, 10% of funds are less volatile than CABK, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CABK RV Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CABK RV's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CABK RV Internacional, and traders can use it to determine the average amount a CABK RV'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 = -0.1959
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P00000XGU |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.23 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average CABK RV is not performing at its full potential. However, 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 CABK RV by adding CABK RV to a well-diversified portfolio.
Things to note about CABK RV Internacional performance evaluation
Checking the ongoing alerts about CABK RV for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CABK RV Internacional help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| CABK RV generated a negative expected return over the last 90 days |
- Analyzing CABK RV'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 CABK RV's stock is overvalued or undervalued compared to its peers.
- Examining CABK RV'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 CABK RV's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CABK RV's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CABK RV's fund. These opinions can provide insight into CABK RV's potential for growth and whether the stock is currently undervalued or overvalued.
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