Zurich Invest (Switzerland) Manager Performance Evaluation
| 0P0000JLED | 8.73 0.00 0.00% |
The entity maintains a market beta of -0.0072, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Zurich Invest are expected to decrease at a much lower rate. During the bear market, Zurich Invest is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Zurich Invest II has generated negative risk-adjusted returns adding no value to fund investors. Even with relatively steady forward-looking indicators, Zurich Invest is not utilizing all of its potentials. The latest stock price chaos, may contribute to medium-term losses for the stakeholders.
...moreZurich |
Zurich Invest Relative Risk vs. Return Landscape
If you would invest 875.00 in Zurich Invest II on September 26, 2024 and sell it today you would lose (2.00) from holding Zurich Invest II or give up 0.23% of portfolio value over 90 days. Zurich Invest II is generating negative expected returns and assumes 0.1537% volatility on return distribution over the 90 days horizon. Simply put, 1% of funds are less volatile than Zurich, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Zurich Invest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Zurich Invest's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Zurich Invest II, and traders can use it to determine the average amount a Zurich Invest'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 = -0.0229
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| Negative Returns | 0P0000JLED |
Estimated Market Risk
| 0.15 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Zurich Invest 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 Zurich Invest by adding Zurich Invest to a well-diversified portfolio.
Things to note about Zurich Invest II performance evaluation
Checking the ongoing alerts about Zurich Invest for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Zurich Invest II help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Zurich Invest II generated a negative expected return over the last 90 days |
- Analyzing Zurich Invest'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 Zurich Invest's stock is overvalued or undervalued compared to its peers.
- Examining Zurich Invest'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 Zurich Invest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Zurich Invest's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Zurich Invest's fund. These opinions can provide insight into Zurich Invest's potential for growth and whether the stock is currently undervalued or overvalued.
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