0p000075up Fund Manager Performance Evaluation
| 0P000075UP | 75.75 0.07 0.09% |
The fund owns a Beta (Systematic Risk) of -0.0036, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning 0P000075UP are expected to decrease at a much lower rate. During the bear market, 0P000075UP is likely to outperform the market.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in 0P000075UP are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, 0P000075UP may actually be approaching a critical reversion point that can send shares even higher in February 2025.
...more0P000075UP |
0P000075UP Relative Risk vs. Return Landscape
If you would invest 7,105 in 0P000075UP on October 25, 2024 and sell it today you would earn a total of 470.00 from holding 0P000075UP or generate 6.62% return on investment over 90 days. 0P000075UP is generating 0.11% of daily returns and assumes 0.9988% volatility on return distribution over the 90 days horizon. Simply put, 8% of funds are less volatile than 0P000075UP, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
0P000075UP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 0P000075UP's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as 0P000075UP, and traders can use it to determine the average amount a 0P000075UP'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 = 0.1101
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| Cash | 0P000075UP | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average 0P000075UP is performing at about 8% 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 0P000075UP by adding it to a well-diversified portfolio.
Things to note about 0P000075UP performance evaluation
Checking the ongoing alerts about 0P000075UP for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for 0P000075UP help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating 0P000075UP's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate 0P000075UP's fund performance include:- Analyzing 0P000075UP'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 0P000075UP's stock is overvalued or undervalued compared to its peers.
- Examining 0P000075UP'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 0P000075UP's management team can have a significant impact on its success or failure. Reviewing the track record and experience of 0P000075UP's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of 0P000075UP's fund. These opinions can provide insight into 0P000075UP's potential for growth and whether the stock is currently undervalued or overvalued.
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