Myinvestor Indexado (Spain) Manager Performance Evaluation
| 0P0001LIG7 | 16.19 0.00 0.00% |
The fund secures a Beta (Market Risk) of -0.15, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Myinvestor Indexado are expected to decrease at a much lower rate. During the bear market, Myinvestor Indexado is likely to outperform the market.
Risk-Adjusted Performance
8 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Myinvestor Indexado Global are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. Despite quite persistent essential indicators, Myinvestor Indexado is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors.
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Myinvestor Indexado Relative Risk vs. Return Landscape
If you would invest 1,559 in Myinvestor Indexado Global on October 12, 2024 and sell it today you would earn a total of 60.00 from holding Myinvestor Indexado Global or generate 3.85% return on investment over 90 days. Myinvestor Indexado Global is generating 0.0683% of daily returns and assumes 0.6437% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than Myinvestor, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Myinvestor Indexado Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Myinvestor Indexado's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Myinvestor Indexado Global, and traders can use it to determine the average amount a Myinvestor Indexado'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 = 0.1061
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Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Myinvestor Indexado 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 Myinvestor Indexado by adding it to a well-diversified portfolio.
Things to note about Myinvestor Indexado performance evaluation
Checking the ongoing alerts about Myinvestor Indexado for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Myinvestor Indexado help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Myinvestor Indexado's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Myinvestor Indexado's fund performance include:- Analyzing Myinvestor Indexado'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 Myinvestor Indexado's stock is overvalued or undervalued compared to its peers.
- Examining Myinvestor Indexado'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 Myinvestor Indexado's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Myinvestor Indexado's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Myinvestor Indexado's fund. These opinions can provide insight into Myinvestor Indexado's potential for growth and whether the stock is currently undervalued or overvalued.
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