HEALTHCARE TRPFD (Germany) Performance
| 4ON Stock | 13.00 0.40 3.17% |
The company owns a Beta (Systematic Risk) of 0.27, which attests to not very significant fluctuations relative to the market. As returns on the market increase, HEALTHCARE TRPFD's returns are expected to increase less than the market. However, during the bear market, the loss of holding HEALTHCARE TRPFD is expected to be smaller as well. At this point, HEALTHCARE TRPFD has a negative expected return of -0.0339%. Please make sure to check out HEALTHCARE TRPFD's semi deviation, coefficient of variation, and the relationship between the mean deviation and downside deviation , to decide if HEALTHCARE TRPFD performance from the past will be repeated at some future date.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days HEALTHCARE TRPFD SH has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, HEALTHCARE TRPFD is not utilizing all of its potentials. The newest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| Dividend Yield | 0.0826 |
HEALTHCARE |
HEALTHCARE TRPFD Relative Risk vs. Return Landscape
If you would invest 1,345 in HEALTHCARE TRPFD SH on September 26, 2024 and sell it today you would lose (45.00) from holding HEALTHCARE TRPFD SH or give up 3.35% of portfolio value over 90 days. HEALTHCARE TRPFD SH is currently producing negative expected returns and takes up 1.9778% volatility of returns over 90 trading days. Put another way, 17% of traded stocks are less volatile than HEALTHCARE, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
HEALTHCARE TRPFD Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for HEALTHCARE TRPFD's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as HEALTHCARE TRPFD SH, and traders can use it to determine the average amount a HEALTHCARE TRPFD'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 = -0.0171
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 4ON |
Estimated Market Risk
| 1.98 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average HEALTHCARE TRPFD 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 HEALTHCARE TRPFD by adding HEALTHCARE TRPFD to a well-diversified portfolio.
HEALTHCARE TRPFD Fundamentals Growth
HEALTHCARE Stock prices reflect investors' perceptions of the future prospects and financial health of HEALTHCARE TRPFD, and HEALTHCARE TRPFD fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on HEALTHCARE Stock performance.
| Return On Equity | -0.0807 | |||
| Return On Asset | 0.0013 | |||
| Profit Margin | (0.24) % | |||
| Operating Margin | 0.01 % | |||
| Revenue | 333.69 M | |||
| EBITDA | 86.07 M | |||
| Book Value Per Share | 9.55 X | |||
| Earnings Per Share | (1.02) X | |||
About HEALTHCARE TRPFD Performance
By analyzing HEALTHCARE TRPFD's fundamental ratios, stakeholders can gain valuable insights into HEALTHCARE TRPFD's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if HEALTHCARE TRPFD has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if HEALTHCARE TRPFD has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about HEALTHCARE TRPFD performance evaluation
Checking the ongoing alerts about HEALTHCARE TRPFD for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HEALTHCARE TRPFD help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| HEALTHCARE TRPFD generated a negative expected return over the last 90 days | |
| HEALTHCARE TRPFD has high likelihood to experience some financial distress in the next 2 years |
- Analyzing HEALTHCARE TRPFD'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 HEALTHCARE TRPFD's stock is overvalued or undervalued compared to its peers.
- Examining HEALTHCARE TRPFD'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 HEALTHCARE TRPFD's management team can have a significant impact on its success or failure. Reviewing the track record and experience of HEALTHCARE TRPFD's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of HEALTHCARE TRPFD's stock. These opinions can provide insight into HEALTHCARE TRPFD's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for HEALTHCARE Stock analysis
When running HEALTHCARE TRPFD's price analysis, check to measure HEALTHCARE TRPFD's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HEALTHCARE TRPFD is operating at the current time. Most of HEALTHCARE TRPFD's value examination focuses on studying past and present price action to predict the probability of HEALTHCARE TRPFD's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HEALTHCARE TRPFD's price. Additionally, you may evaluate how the addition of HEALTHCARE TRPFD to your portfolios can decrease your overall portfolio volatility.
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |