Fineco AM (Germany) Manager Performance Evaluation
| 0P0001OSMJ | 136.51 0.22 0.16% |
The fund shows a Beta (market volatility) of -0.16, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fineco AM are expected to decrease at a much lower rate. During the bear market, Fineco AM is likely to outperform the market.
Risk-Adjusted Performance
10 of 100
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OK
Compared to the overall equity markets, risk-adjusted returns on investments in Fineco AM Pasv are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of very healthy basic indicators, Fineco AM is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.
...moreFineco |
Fineco AM Relative Risk vs. Return Landscape
If you would invest 13,112 in Fineco AM Pasv on October 6, 2024 and sell it today you would earn a total of 539.00 from holding Fineco AM Pasv or generate 4.11% return on investment over 90 days. Fineco AM Pasv is generating 0.0685% of daily returns and assumes 0.5283% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than Fineco, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fineco AM Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fineco AM's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Fineco AM Pasv, and traders can use it to determine the average amount a Fineco AM'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 = 0.1297
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| Cash | 0P0001OSMJ | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.53 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Fineco AM is performing at about 10% 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 Fineco AM by adding it to a well-diversified portfolio.
Things to note about Fineco AM Pasv performance evaluation
Checking the ongoing alerts about Fineco AM for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Fineco AM Pasv help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Fineco AM's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fineco AM's fund performance include:- Analyzing Fineco AM'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 Fineco AM's stock is overvalued or undervalued compared to its peers.
- Examining Fineco AM'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 Fineco AM's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fineco AM's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Fineco AM's fund. These opinions can provide insight into Fineco AM's potential for growth and whether the stock is currently undervalued or overvalued.
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