Immofonds (Switzerland) Manager Performance Evaluation
| IM Fund | CHF 592.00 2.00 0.34% |
The fund retains a Market Volatility (i.e., Beta) of -0.25, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Immofonds are expected to decrease at a much lower rate. During the bear market, Immofonds is likely to outperform the market.
Risk-Adjusted Performance
21 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Immofonds are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Immofonds may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Immofonds Relative Risk vs. Return Landscape
If you would invest 52,800 in Immofonds on September 26, 2024 and sell it today you would earn a total of 6,400 from holding Immofonds or generate 12.12% return on investment over 90 days. Immofonds is currently producing 0.1811% returns and takes up 0.6715% volatility of returns over 90 trading days. Put another way, 5% of traded funds are less volatile than Immofonds, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Immofonds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Immofonds' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Immofonds, and traders can use it to determine the average amount a Immofonds' 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 = 0.2698
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | IM | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.27 actual daily | 21 79% of assets perform better |
Based on monthly moving average Immofonds is performing at about 21% 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 Immofonds by adding it to a well-diversified portfolio.
About Immofonds Performance
Evaluating Immofonds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Immofonds 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 Immofonds has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about Immofonds performance evaluation
Checking the ongoing alerts about Immofonds for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Immofonds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Immofonds' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Immofonds' fund performance include:- Analyzing Immofonds' 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 Immofonds' stock is overvalued or undervalued compared to its peers.
- Examining Immofonds' 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 Immofonds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Immofonds' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Immofonds' fund. These opinions can provide insight into Immofonds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Immofonds Fund
Immofonds financial ratios help investors to determine whether Immofonds 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 Immofonds with respect to the benefits of owning Immofonds security.
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