BNY Mellon (Germany) Manager Performance Evaluation
| FH7W Fund | EUR 1.65 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.036, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BNY Mellon's returns are expected to increase less than the market. However, during the bear market, the loss of holding BNY Mellon is expected to be smaller as well.
Risk-Adjusted Performance
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in BNY Mellon Global are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather sound technical and fundamental indicators, BNY Mellon is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
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BNY Mellon Relative Risk vs. Return Landscape
If you would invest 164.00 in BNY Mellon Global on October 1, 2024 and sell it today you would earn a total of 1.00 from holding BNY Mellon Global or generate 0.61% return on investment over 90 days. BNY Mellon Global is generating 0.0111% of daily returns and assumes 0.3987% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than BNY, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BNY Mellon Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BNY Mellon's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BNY Mellon Global, and traders can use it to determine the average amount a BNY Mellon'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 = 0.0278
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| Negative Returns | FH7W |
Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average BNY Mellon is performing at about 2% 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 BNY Mellon by adding it to a well-diversified portfolio.
About BNY Mellon Performance
By analyzing BNY Mellon's fundamental ratios, stakeholders can gain valuable insights into BNY Mellon's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BNY Mellon 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 BNY Mellon 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 BNY Mellon Global performance evaluation
Checking the ongoing alerts about BNY Mellon for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BNY Mellon Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| BNY Mellon Global may become a speculative penny stock |
- Analyzing BNY Mellon'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 BNY Mellon's stock is overvalued or undervalued compared to its peers.
- Examining BNY Mellon'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 BNY Mellon's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BNY Mellon's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BNY Mellon's fund. These opinions can provide insight into BNY Mellon's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BNY Fund
BNY Mellon financial ratios help investors to determine whether BNY 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 BNY with respect to the benefits of owning BNY Mellon security.
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