Nordea North (Ireland) Manager Performance Evaluation
| 0P0000G0PE | 434.53 0.00 0.00% |
The fund secures a Beta (Market Risk) of 0.14, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nordea North's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nordea North is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Nordea North American has generated negative risk-adjusted returns adding no value to fund investors. Despite latest weak performance, the Fund's technical and fundamental indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the mutual fund stockholders.
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Nordea North Relative Risk vs. Return Landscape
If you would invest 48,426 in Nordea North American on December 18, 2024 and sell it today you would lose (4,973) from holding Nordea North American or give up 10.27% of portfolio value over 90 days. Nordea North American is generating negative expected returns and assumes 0.8379% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than Nordea, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Nordea North Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nordea North's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Nordea North American, and traders can use it to determine the average amount a Nordea North'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 = -0.2148
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0000G0PE |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.21 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Nordea North 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 Nordea North by adding Nordea North to a well-diversified portfolio.
Things to note about Nordea North American performance evaluation
Checking the ongoing alerts about Nordea North for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Nordea North American help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nordea North generated a negative expected return over the last 90 days |
- Analyzing Nordea North'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 Nordea North's stock is overvalued or undervalued compared to its peers.
- Examining Nordea North'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 Nordea North's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nordea North's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Nordea North's fund. These opinions can provide insight into Nordea North's potential for growth and whether the stock is currently undervalued or overvalued.
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