Polar Capital (UK) Manager Performance Evaluation
| 0P0000XSLC | 352.97 2.49 0.70% |
The fund holds a Beta of 0.24, which implies not very significant fluctuations relative to the market. As returns on the market increase, Polar Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Polar Capital is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Polar Capital Funds are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Polar Capital is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...morePolar |
Polar Capital Relative Risk vs. Return Landscape
If you would invest 33,497 in Polar Capital Funds on September 22, 2024 and sell it today you would earn a total of 1,800 from holding Polar Capital Funds or generate 5.37% return on investment over 90 days. Polar Capital Funds is generating 0.0838% of daily returns and assumes 0.8183% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than Polar, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Polar Capital Current Valuation
Overvalued
Today
Please note that Polar Capital's price fluctuation is very steady at this time. Polar Capital Funds holds a recent Real Value of USD319.91 per share. The prevailing price of the fund is USD352.97. Our model determines the value of Polar Capital Funds from analyzing the fund technical indicators and probability of bankruptcy. In general, investors support acquiring undervalued funds and dropping overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Polar Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polar Fund. However, Polar Capital'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 352.97 | Real 319.91 | Hype 355.46 | Naive 355.87 |
The intrinsic value of Polar Capital'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 Polar Capital'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 Polar Capital Funds helps investors to forecast how Polar 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 Polar Capital more accurately as focusing exclusively on Polar Capital's fundamentals will not take into account other important factors: Polar Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polar Capital's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Polar Capital Funds, and traders can use it to determine the average amount a Polar Capital'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 = 0.1025
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | 0P0000XSLC | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average Polar Capital is performing at about 8% 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 Polar Capital by adding it to a well-diversified portfolio.
About Polar Capital Performance
Evaluating Polar Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Polar Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Polar Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Polar Capital is entity of United Kingdom. It is traded as Fund on LSE exchange.Things to note about Polar Capital Funds performance evaluation
Checking the ongoing alerts about Polar Capital for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Polar Capital Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Polar Capital's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Polar Capital's fund performance include:- Analyzing Polar Capital'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 Polar Capital's stock is overvalued or undervalued compared to its peers.
- Examining Polar Capital'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 Polar Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polar Capital's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Polar Capital's fund. These opinions can provide insight into Polar Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Polar Fund
Polar Capital financial ratios help investors to determine whether Polar 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 Polar with respect to the benefits of owning Polar Capital security.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges |