HL Multi (UK) Manager Performance Evaluation
| 0P0001RI3W | 120.92 0.00 0.00% |
The fund owns a Beta (Systematic Risk) of 0.0143, which attests to not very significant fluctuations relative to the market. As returns on the market increase, HL Multi's returns are expected to increase less than the market. However, during the bear market, the loss of holding HL Multi is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in HL Multi Index Moderately are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. Even with relatively invariable forward indicators, HL Multi is not utilizing all of its potentials. The newest stock price agitation, may contribute to short-term losses for the retail investors.
...more0P0001RI3W |
HL Multi Relative Risk vs. Return Landscape
If you would invest 11,694 in HL Multi Index Moderately on October 8, 2024 and sell it today you would earn a total of 398.00 from holding HL Multi Index Moderately or generate 3.4% return on investment over 90 days. HL Multi Index Moderately is generating 0.056% of daily returns and assumes 0.4785% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than 0P0001RI3W, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
HL Multi Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for HL Multi's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as HL Multi Index Moderately, and traders can use it to determine the average amount a HL Multi'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 = 0.117
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| Cash | 0P0001RI3W | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average HL Multi is performing at about 9% 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 HL Multi by adding it to a well-diversified portfolio.
Things to note about HL Multi Index performance evaluation
Checking the ongoing alerts about HL Multi for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for HL Multi Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating HL Multi's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate HL Multi's fund performance include:- Analyzing HL Multi'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 HL Multi's stock is overvalued or undervalued compared to its peers.
- Examining HL Multi'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 HL Multi's management team can have a significant impact on its success or failure. Reviewing the track record and experience of HL Multi's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of HL Multi's fund. These opinions can provide insight into HL Multi's potential for growth and whether the stock is currently undervalued or overvalued.
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