Echiquier Major (Germany) Manager Performance Evaluation
| 0P0000OQRJ | EUR 416.74 6.22 1.52% |
The fund shows a Beta (market volatility) of 0.17, which means not very significant fluctuations relative to the market. As returns on the market increase, Echiquier Major's returns are expected to increase less than the market. However, during the bear market, the loss of holding Echiquier Major is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Echiquier Major SRI are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of very healthy basic indicators, Echiquier Major is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 223.04 | |
| Fifty Two Week High | 328.98 |
Echiquier |
Echiquier Major Relative Risk vs. Return Landscape
If you would invest 40,472 in Echiquier Major SRI on September 22, 2024 and sell it today you would earn a total of 1,202 from holding Echiquier Major SRI or generate 2.97% return on investment over 90 days. Echiquier Major SRI is generating 0.0475% of daily returns and assumes 0.7076% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than Echiquier, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Echiquier Major Current Valuation
Fairly Valued
Today
Please note that Echiquier Major's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Echiquier Major SRI shows a prevailing Real Value of €414.66 per share. The current price of the fund is €416.74. We determine the value of Echiquier Major SRI from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise obtaining undervalued funds and abandoning overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
Since Echiquier Major is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Echiquier Fund. However, Echiquier Major'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 416.74 | Real 414.66 | Hype 416.74 | Naive 408.77 |
The intrinsic value of Echiquier Major'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, news, and other external factors that may influence Echiquier Major's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Echiquier Major SRI helps investors to forecast how Echiquier 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 Echiquier Major more accurately as focusing exclusively on Echiquier Major's fundamentals will not take into account other important factors: Echiquier Major Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Echiquier Major's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Echiquier Major SRI, and traders can use it to determine the average amount a Echiquier Major'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 = 0.0671
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0000OQRJ |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Echiquier Major is performing at about 5% 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 Echiquier Major by adding it to a well-diversified portfolio.
Echiquier Major Fundamentals Growth
Echiquier Fund prices reflect investors' perceptions of the future prospects and financial health of Echiquier Major, and Echiquier Major 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 Echiquier Fund performance.
| Total Asset | 820.77 M | |||
About Echiquier Major Performance
By examining Echiquier Major's fundamental ratios, stakeholders can obtain critical insights into Echiquier Major's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Echiquier Major is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Echiquier Major is een dynamisch fonds dat prestatie op lange termijn beoogt, door beleggingen op Europese aandeelmarkten. Echiquier Major is traded on Frankfurt Stock Exchange in Germany.Things to note about Echiquier Major SRI performance evaluation
Checking the ongoing alerts about Echiquier Major for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Echiquier Major SRI 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 99.11% of its total net assets in equities |
- Analyzing Echiquier Major'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 Echiquier Major's stock is overvalued or undervalued compared to its peers.
- Examining Echiquier Major'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 Echiquier Major's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Echiquier Major's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Echiquier Major's fund. These opinions can provide insight into Echiquier Major's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Echiquier Fund
Echiquier Major financial ratios help investors to determine whether Echiquier 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 Echiquier with respect to the benefits of owning Echiquier Major security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |