BankInvest Virksomhedsoblig (Denmark) Manager Performance Evaluation
| BAIVOIGAKA | DKK 146.80 0.15 0.10% |
The fund shows a Beta (market volatility) of -0.008, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning BankInvest Virksomhedsoblig are expected to decrease at a much lower rate. During the bear market, BankInvest Virksomhedsoblig is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days BankInvest Virksomhedsobligationer has generated negative risk-adjusted returns adding no value to fund investors. Despite nearly stable technical and fundamental indicators, BankInvest Virksomhedsoblig is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
...more| Fifty Two Week Low | 149.35 | |
| Fifty Two Week High | 149.40 |
BankInvest |
BankInvest Virksomhedsoblig Relative Risk vs. Return Landscape
If you would invest 14,770 in BankInvest Virksomhedsobligationer on December 25, 2024 and sell it today you would lose (90.00) from holding BankInvest Virksomhedsobligationer or give up 0.61% of portfolio value over 90 days. BankInvest Virksomhedsobligationer is generating negative expected returns and assumes 0.2722% volatility on return distribution over the 90 days horizon. Simply put, 2% of funds are less volatile than BankInvest, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BankInvest Virksomhedsoblig Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BankInvest Virksomhedsoblig's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BankInvest Virksomhedsobligationer, and traders can use it to determine the average amount a BankInvest Virksomhedsoblig'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 = -0.0361
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BAIVOIGAKA |
Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average BankInvest Virksomhedsoblig 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 BankInvest Virksomhedsoblig by adding BankInvest Virksomhedsoblig to a well-diversified portfolio.
About BankInvest Virksomhedsoblig Performance
By analyzing BankInvest Virksomhedsoblig's fundamental ratios, stakeholders can gain valuable insights into BankInvest Virksomhedsoblig's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BankInvest Virksomhedsoblig 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 BankInvest Virksomhedsoblig 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 BankInvest Virksomhedsoblig performance evaluation
Checking the ongoing alerts about BankInvest Virksomhedsoblig for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BankInvest Virksomhedsoblig help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| BankInvest Virksomhedsoblig generated a negative expected return over the last 90 days |
- Analyzing BankInvest Virksomhedsoblig'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 BankInvest Virksomhedsoblig's stock is overvalued or undervalued compared to its peers.
- Examining BankInvest Virksomhedsoblig'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 BankInvest Virksomhedsoblig's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BankInvest Virksomhedsoblig's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BankInvest Virksomhedsoblig's fund. These opinions can provide insight into BankInvest Virksomhedsoblig's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BankInvest Fund
BankInvest Virksomhedsoblig financial ratios help investors to determine whether BankInvest Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in BankInvest with respect to the benefits of owning BankInvest Virksomhedsoblig security.
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