Assetmix (South Africa) Manager Performance Evaluation

0P00016ST7   1.64  0.02  1.23%   
The fund shows a Beta (market volatility) of 0.0464, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Assetmix's returns are expected to increase less than the market. However, during the bear market, the loss of holding Assetmix is expected to be smaller as well.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Assetmix Ci Balanced are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Assetmix is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Assetmix Relative Risk vs. Return Landscape

If you would invest  155.00  in Assetmix Ci Balanced on September 5, 2024 and sell it today you would earn a total of  9.00  from holding Assetmix Ci Balanced or generate 5.81% return on investment over 90 days. Assetmix Ci Balanced is generating 0.0892% of daily returns and assumes 0.4453% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than Assetmix, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Assetmix is expected to generate 1.77 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.67 times less risky than the market. It trades about 0.2 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.21 of returns per unit of risk over similar time horizon.

Assetmix Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Assetmix's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Assetmix Ci Balanced, and traders can use it to determine the average amount a Assetmix'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 = 0.2003

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Estimated Market Risk

 0.45
  actual daily
4
96% of assets are more volatile

Expected Return

 0.09
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.2
  actual daily
15
85% of assets perform better
Based on monthly moving average Assetmix is performing at about 15% 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 Assetmix by adding it to a well-diversified portfolio.

Things to note about Assetmix Ci Balanced performance evaluation

Checking the ongoing alerts about Assetmix for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Assetmix Ci Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Assetmix Ci Balanced may become a speculative penny stock
Evaluating Assetmix's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Assetmix's fund performance include:
  • Analyzing Assetmix'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 Assetmix's stock is overvalued or undervalued compared to its peers.
  • Examining Assetmix'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 Assetmix's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Assetmix's management team can help you assess the Fund's leadership.
  • Pay attention to analyst opinions and ratings of Assetmix's fund. These opinions can provide insight into Assetmix's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Assetmix's fund performance is not an exact science, and many factors can impact Assetmix's fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
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