PMGR Securities (UK) Manager Performance Evaluation
| PMGZ Fund | 118.00 0.50 0.43% |
The fund holds a Beta of -0.036, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning PMGR Securities are expected to decrease at a much lower rate. During the bear market, PMGR Securities is likely to outperform the market.
Risk-Adjusted Performance
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in PMGR Securities 2025 are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of comparatively stable basic indicators, PMGR Securities is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors.
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PMGR Securities Relative Risk vs. Return Landscape
If you would invest 11,600 in PMGR Securities 2025 on September 21, 2024 and sell it today you would earn a total of 200.00 from holding PMGR Securities 2025 or generate 1.72% return on investment over 90 days. PMGR Securities 2025 is generating 0.0268% of daily returns and assumes 0.1045% volatility on return distribution over the 90 days horizon. Simply put, 0% of funds are less volatile than PMGR, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
PMGR Securities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PMGR Securities' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as PMGR Securities 2025, and traders can use it to determine the average amount a PMGR Securities' 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 = 0.2562
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| PMGZ |
Based on monthly moving average PMGR Securities is performing at about 20% 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 PMGR Securities by adding it to a well-diversified portfolio.
Things to note about PMGR Securities 2025 performance evaluation
Checking the ongoing alerts about PMGR Securities for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for PMGR Securities 2025 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating PMGR Securities' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate PMGR Securities' fund performance include:- Analyzing PMGR Securities' 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 PMGR Securities' stock is overvalued or undervalued compared to its peers.
- Examining PMGR Securities' 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 PMGR Securities' management team can have a significant impact on its success or failure. Reviewing the track record and experience of PMGR Securities' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of PMGR Securities' fund. These opinions can provide insight into PMGR Securities' potential for growth and whether the stock is currently undervalued or overvalued.
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