Numantia Pensiones (Germany) Manager Performance Evaluation

0P0001NBRZ   13.09  0.00  0.00%   
The fund secures a Beta (Market Risk) of -0.13, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Numantia Pensiones are expected to decrease at a much lower rate. During the bear market, Numantia Pensiones is likely to outperform the market.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Numantia Pensiones PP are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of very weak basic indicators, Numantia Pensiones may actually be approaching a critical reversion point that can send shares even higher in February 2025.
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JavaScript chart by amCharts 3.21.15NovDec2025 051015
JavaScript chart by amCharts 3.21.15Numantia Pensiones Numantia Pensiones Dividend Benchmark Dow Jones Industrial
  

Numantia Pensiones Relative Risk vs. Return Landscape

If you would invest  1,193  in Numantia Pensiones PP on October 26, 2024 and sell it today you would earn a total of  116.00  from holding Numantia Pensiones PP or generate 9.72% return on investment over 90 days. Numantia Pensiones PP is generating 0.1716% of daily returns and assumes 1.0882% volatility on return distribution over the 90 days horizon. Simply put, 9% of funds are less volatile than Numantia, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
JavaScript chart by amCharts 3.21.15CashMarket0P0001NBRZ 0.00.20.40.60.81.01.2 -0.050.000.050.100.15
       Risk  
Assuming the 90 days trading horizon Numantia Pensiones is expected to generate 1.26 times more return on investment than the market. However, the company is 1.26 times more volatile than its market benchmark. It trades about 0.16 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 per unit of risk.

Numantia Pensiones Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Numantia Pensiones' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Numantia Pensiones PP, and traders can use it to determine the average amount a Numantia Pensiones' 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 = 0.1577

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Estimated Market Risk

 1.09
  actual daily
9
91% of assets are more volatile

Expected Return

 0.17
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.16
  actual daily
12
88% of assets perform better
Based on monthly moving average Numantia Pensiones is performing at about 12% 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 Numantia Pensiones by adding it to a well-diversified portfolio.

Things to note about Numantia Pensiones performance evaluation

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