CSIF I (Switzerland) Manager Performance Evaluation
| 0P0000I0NZ | 987.47 5.72 0.58% |
The fund shows a Beta (market volatility) of 0.0106, which signifies not very significant fluctuations relative to the market. As returns on the market increase, CSIF I's returns are expected to increase less than the market. However, during the bear market, the loss of holding CSIF I is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days CSIF I Equity has generated negative risk-adjusted returns adding no value to fund investors. Despite fairly strong forward indicators, CSIF I is not utilizing all of its potentials. The latest stock price confusion, may contribute to short-horizon losses for the traders.
...moreCSIF |
CSIF I Relative Risk vs. Return Landscape
If you would invest 99,496 in CSIF I Equity on October 15, 2024 and sell it today you would lose (749.00) from holding CSIF I Equity or give up 0.75% of portfolio value over 90 days. CSIF I Equity is generating negative expected returns and assumes 0.7982% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than CSIF, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CSIF I Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CSIF I's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CSIF I Equity, and traders can use it to determine the average amount a CSIF I'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 = -0.0127
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| Negative Returns | 0P0000I0NZ |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average CSIF I 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 CSIF I by adding CSIF I to a well-diversified portfolio.
Things to note about CSIF I Equity performance evaluation
Checking the ongoing alerts about CSIF I for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CSIF I Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| CSIF I Equity generated a negative expected return over the last 90 days |
- Analyzing CSIF I'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 CSIF I's stock is overvalued or undervalued compared to its peers.
- Examining CSIF I'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 CSIF I's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CSIF I's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CSIF I's fund. These opinions can provide insight into CSIF I's potential for growth and whether the stock is currently undervalued or overvalued.
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