Nordea 1 (Ireland) Manager Performance Evaluation
| 0P0000YK8F | 2,153 1.44 0.07% |
The fund secures a Beta (Market Risk) of 0.0486, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nordea 1's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nordea 1 is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Nordea 1 has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreNordea |
Nordea 1 Relative Risk vs. Return Landscape
If you would invest 232,832 in Nordea 1 on December 14, 2024 and sell it today you would lose (17,509) from holding Nordea 1 or give up 7.52% of portfolio value over 90 days. Nordea 1 is generating negative expected returns and assumes 0.902% volatility on return distribution over the 90 days horizon. Simply put, 8% of funds are less volatile than Nordea, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Nordea 1 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nordea 1's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Nordea 1 , and traders can use it to determine the average amount a Nordea 1'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 = -0.1375
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0000YK8F |
Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Nordea 1 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 Nordea 1 by adding Nordea 1 to a well-diversified portfolio.
Things to note about Nordea 1 performance evaluation
Checking the ongoing alerts about Nordea 1 for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Nordea 1 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nordea 1 generated a negative expected return over the last 90 days |
- Analyzing Nordea 1'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 Nordea 1's stock is overvalued or undervalued compared to its peers.
- Examining Nordea 1'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 Nordea 1's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nordea 1's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Nordea 1's fund. These opinions can provide insight into Nordea 1's potential for growth and whether the stock is currently undervalued or overvalued.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |