KLP Aksje (Ireland) Manager Performance Evaluation
| 0P0000TJ5D | 2,935 0.00 0.00% |
The fund secures a Beta (Market Risk) of 0.32, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, KLP Aksje's returns are expected to increase less than the market. However, during the bear market, the loss of holding KLP Aksje is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days KLP Aksje Fremvoksende has generated negative risk-adjusted returns adding no value to fund investors. In spite of comparatively stable basic indicators, KLP Aksje is not utilizing all of its potentials. The recent stock price uproar, may contribute to short-horizon losses for the private investors.
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KLP Aksje Relative Risk vs. Return Landscape
If you would invest 298,558 in KLP Aksje Fremvoksende on December 25, 2024 and sell it today you would lose (5,032) from holding KLP Aksje Fremvoksende or give up 1.69% of portfolio value over 90 days. KLP Aksje Fremvoksende is generating negative expected returns and assumes 0.8334% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than KLP, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
KLP Aksje Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for KLP Aksje's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as KLP Aksje Fremvoksende, and traders can use it to determine the average amount a KLP Aksje'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 = -0.0299
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0000TJ5D |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average KLP Aksje 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 KLP Aksje by adding KLP Aksje to a well-diversified portfolio.
Things to note about KLP Aksje Fremvoksende performance evaluation
Checking the ongoing alerts about KLP Aksje for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for KLP Aksje Fremvoksende help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| KLP Aksje generated a negative expected return over the last 90 days |
- Analyzing KLP Aksje'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 KLP Aksje's stock is overvalued or undervalued compared to its peers.
- Examining KLP Aksje'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 KLP Aksje's management team can have a significant impact on its success or failure. Reviewing the track record and experience of KLP Aksje's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of KLP Aksje's fund. These opinions can provide insight into KLP Aksje's potential for growth and whether the stock is currently undervalued or overvalued.
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