Amundi Obligataire (Germany) Manager Performance Evaluation

0P00008W5X  EUR 150.34  0.04  0.03%   
The fund shows a Beta (market volatility) of -0.0711, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Amundi Obligataire are expected to decrease at a much lower rate. During the bear market, Amundi Obligataire is likely to outperform the market.

Risk-Adjusted Performance

6 of 100

 
Weak
 
Strong
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Amundi Obligataire Diversifi are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Amundi Obligataire is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Fifty Two Week Low159.70
Fifty Two Week High170.83
  

Amundi Obligataire Relative Risk vs. Return Landscape

If you would invest  14,938  in Amundi Obligataire Diversifi on October 6, 2024 and sell it today you would earn a total of  96.00  from holding Amundi Obligataire Diversifi or generate 0.64% return on investment over 90 days. Amundi Obligataire Diversifi is generating 0.0108% of daily returns and assumes 0.1414% volatility on return distribution over the 90 days horizon. Simply put, 1% of funds are less volatile than Amundi, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon Amundi Obligataire is expected to generate 3.0 times less return on investment than the market. But when comparing it to its historical volatility, the company is 5.75 times less risky than the market. It trades about 0.08 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.04 of returns per unit of risk over similar time horizon.

Amundi Obligataire Current Valuation

Fairly Valued
Today
150.34
Please note that Amundi Obligataire's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Amundi Obligataire shows a prevailing Real Value of €150.31 per share. The current price of the fund is €150.34. We determine the value of Amundi Obligataire 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 Amundi Obligataire is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Amundi Fund. However, Amundi Obligataire'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  150.34 Real  150.31 Hype  150.34
The real value of Amundi Fund, also known as its intrinsic value, is the underlying worth of Amundi Obligataire Fund, which is reflected in its stock price. It is based on Amundi Obligataire's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Amundi Obligataire'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.
150.17
Downside
150.31
Real Value
150.45
Upside
Estimating the potential upside or downside of Amundi Obligataire Diversifi helps investors to forecast how Amundi 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 Amundi Obligataire more accurately as focusing exclusively on Amundi Obligataire's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
150.20150.34150.48
Details

Amundi Obligataire Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Amundi Obligataire's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Amundi Obligataire Diversifi, and traders can use it to determine the average amount a Amundi Obligataire'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 = 0.0762

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Estimated Market Risk

 0.14
  actual daily
1
99% of assets are more volatile

Expected Return

 0.01
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.08
  actual daily
6
94% of assets perform better
Based on monthly moving average Amundi Obligataire is performing at about 6% 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 Amundi Obligataire by adding it to a well-diversified portfolio.

Amundi Obligataire Fundamentals Growth

Amundi Fund prices reflect investors' perceptions of the future prospects and financial health of Amundi Obligataire, and Amundi Obligataire 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 Amundi Fund performance.
Total Asset514.46 M

About Amundi Obligataire Performance

By analyzing Amundi Obligataire's fundamental ratios, stakeholders can gain valuable insights into Amundi Obligataire's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Amundi Obligataire 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 Amundi Obligataire has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Le Fonds AMUNDI OBLIGATAIRE DIVERSIFIE ESR est nourricier du Fonds AMUNDI RESA OBLIG DIVERSIFIE galement class en Obligations et autres titres de crance libells en euro . Amundi Obligataire is traded on Frankfurt Stock Exchange in Germany.

Things to note about Amundi Obligataire performance evaluation

Checking the ongoing alerts about Amundi Obligataire for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Amundi Obligataire help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund holds all of the total net assets in various exotic instrument
Evaluating Amundi Obligataire's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Amundi Obligataire's fund performance include:
  • Analyzing Amundi Obligataire'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 Amundi Obligataire's stock is overvalued or undervalued compared to its peers.
  • Examining Amundi Obligataire'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 Amundi Obligataire's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amundi Obligataire's management team can help you assess the Fund's leadership.
  • Pay attention to analyst opinions and ratings of Amundi Obligataire's fund. These opinions can provide insight into Amundi Obligataire's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Amundi Obligataire's fund performance is not an exact science, and many factors can impact Amundi Obligataire's fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Amundi Fund

Amundi Obligataire financial ratios help investors to determine whether Amundi 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 Amundi with respect to the benefits of owning Amundi Obligataire security.
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