Edgepoint Cdn Growth Fund Manager Performance Evaluation
| 0P0000JO4R | 31.55 0.13 0.41% |
The fund shows a Beta (market volatility) of 0.29, which means not very significant fluctuations relative to the market. As returns on the market increase, Edgepoint Cdn's returns are expected to increase less than the market. However, during the bear market, the loss of holding Edgepoint Cdn is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Edgepoint Cdn Growth has generated negative risk-adjusted returns adding no value to fund investors. Even with relatively steady forward-looking indicators, Edgepoint Cdn is not utilizing all of its potentials. The recent stock price chaos, may contribute to medium-term losses for the stakeholders.
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Edgepoint Cdn Relative Risk vs. Return Landscape
If you would invest 3,199 in Edgepoint Cdn Growth on December 1, 2024 and sell it today you would lose (44.00) from holding Edgepoint Cdn Growth or give up 1.38% of portfolio value over 90 days. Edgepoint Cdn Growth is generating negative expected returns and assumes 0.4671% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than Edgepoint, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Edgepoint Cdn Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Edgepoint Cdn's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Edgepoint Cdn Growth, and traders can use it to determine the average amount a Edgepoint Cdn'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 = -0.0463
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0000JO4R |
Estimated Market Risk
| 0.47 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Edgepoint Cdn 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 Edgepoint Cdn by adding Edgepoint Cdn to a well-diversified portfolio.
Things to note about Edgepoint Cdn Growth performance evaluation
Checking the ongoing alerts about Edgepoint Cdn for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Edgepoint Cdn Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Edgepoint Cdn Growth generated a negative expected return over the last 90 days |
- Analyzing Edgepoint Cdn'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 Edgepoint Cdn's stock is overvalued or undervalued compared to its peers.
- Examining Edgepoint Cdn'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 Edgepoint Cdn's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Edgepoint Cdn's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Edgepoint Cdn's fund. These opinions can provide insight into Edgepoint Cdn's potential for growth and whether the stock is currently undervalued or overvalued.
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