BGF World (Germany) Manager Performance Evaluation
| MI9C Fund | EUR 37.10 2.00 5.12% |
The fund shows a Beta (market volatility) of -0.0467, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning BGF World are expected to decrease at a much lower rate. During the bear market, BGF World is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days BGF World Gold has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the fund shareholders.
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BGF World Relative Risk vs. Return Landscape
If you would invest 3,980 in BGF World Gold on October 6, 2024 and sell it today you would lose (270.00) from holding BGF World Gold or give up 6.78% of portfolio value over 90 days. BGF World Gold is generating negative expected returns and assumes 1.7453% volatility on return distribution over the 90 days horizon. Simply put, 15% of funds are less volatile than BGF, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BGF World Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BGF World's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BGF World Gold, and traders can use it to determine the average amount a BGF World'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 = -0.0607
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| Negative Returns | MI9C |
Estimated Market Risk
| 1.75 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average BGF World 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 BGF World by adding BGF World to a well-diversified portfolio.
About BGF World Performance
By analyzing BGF World's fundamental ratios, stakeholders can gain valuable insights into BGF World's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BGF World 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 BGF World 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 BGF World Gold performance evaluation
Checking the ongoing alerts about BGF World for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BGF World Gold help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| BGF World Gold generated a negative expected return over the last 90 days |
- Analyzing BGF World'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 BGF World's stock is overvalued or undervalued compared to its peers.
- Examining BGF World'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 BGF World's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BGF World's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BGF World's fund. These opinions can provide insight into BGF World's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BGF Fund
BGF World financial ratios help investors to determine whether BGF 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 BGF with respect to the benefits of owning BGF World security.
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