Othania Invest (Denmark) Manager Performance Evaluation
| 0P0001D7HZ | 5,257 10.31 0.20% |
The fund holds a Beta of 0.0449, which implies not very significant fluctuations relative to the market. As returns on the market increase, Othania Invest's returns are expected to increase less than the market. However, during the bear market, the loss of holding Othania Invest is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Othania Invest has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound fundamental indicators, Othania Invest is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders.
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Othania Invest Relative Risk vs. Return Landscape
If you would invest 536,779 in Othania Invest on December 24, 2024 and sell it today you would lose (11,104) from holding Othania Invest or give up 2.07% of portfolio value over 90 days. Othania Invest is generating negative expected returns and assumes 0.8621% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than Othania, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Othania Invest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Othania Invest's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Othania Invest, and traders can use it to determine the average amount a Othania Invest'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 = -0.0368
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0001D7HZ |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Othania Invest 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 Othania Invest by adding Othania Invest to a well-diversified portfolio.
Things to note about Othania Invest performance evaluation
Checking the ongoing alerts about Othania Invest for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Othania Invest help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Othania Invest generated a negative expected return over the last 90 days |
- Analyzing Othania Invest'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 Othania Invest's stock is overvalued or undervalued compared to its peers.
- Examining Othania Invest'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 Othania Invest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Othania Invest's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Othania Invest's fund. These opinions can provide insight into Othania Invest's potential for growth and whether the stock is currently undervalued or overvalued.
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