Amundi Convictions (Germany) Manager Performance Evaluation
| 0P00018AOF | 195.02 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0605, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Amundi Convictions are expected to decrease at a much lower rate. During the bear market, Amundi Convictions is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Amundi Convictions ESR are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Amundi Convictions is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...moreAmundi |
Amundi Convictions Relative Risk vs. Return Landscape
If you would invest 19,155 in Amundi Convictions ESR on October 6, 2024 and sell it today you would earn a total of 347.00 from holding Amundi Convictions ESR or generate 1.81% return on investment over 90 days. Amundi Convictions ESR is generating 0.0327% of daily returns and assumes 0.5945% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than Amundi, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Amundi Convictions Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Amundi Convictions' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Amundi Convictions ESR, and traders can use it to determine the average amount a Amundi Convictions' 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 = 0.055
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| Negative Returns | 0P00018AOF |
Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Amundi Convictions is performing at about 4% 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 Amundi Convictions by adding it to a well-diversified portfolio.
Things to note about Amundi Convictions ESR performance evaluation
Checking the ongoing alerts about Amundi Convictions for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Amundi Convictions ESR help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Amundi Convictions is not yet fully synchronised with the market data |
- Analyzing Amundi Convictions' 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 Amundi Convictions' stock is overvalued or undervalued compared to its peers.
- Examining Amundi Convictions' 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 Amundi Convictions' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amundi Convictions' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Amundi Convictions' fund. These opinions can provide insight into Amundi Convictions' potential for growth and whether the stock is currently undervalued or overvalued.
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