Sustainable Innovation Health Fund Manager Performance Evaluation
| SIH-UN Fund | CAD 12.85 0.07 0.54% |
The entity has a beta of 0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Sustainable Innovation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sustainable Innovation is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Sustainable Innovation Health has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong technical indicators, Sustainable Innovation is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Fifty Two Week Low | 8.03 | |
| Fifty Two Week High | 11.98 |
Sustainable |
Sustainable Innovation Relative Risk vs. Return Landscape
If you would invest 1,345 in Sustainable Innovation Health on December 28, 2024 and sell it today you would lose (60.00) from holding Sustainable Innovation Health or give up 4.46% of portfolio value over 90 days. Sustainable Innovation Health is generating negative expected returns and assumes 1.2793% volatility on return distribution over the 90 days horizon. Simply put, 11% of funds are less volatile than Sustainable, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Sustainable Innovation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sustainable Innovation's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Sustainable Innovation Health, and traders can use it to determine the average amount a Sustainable Innovation'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 = -0.0503
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SIH-UN |
Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sustainable Innovation 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 Sustainable Innovation by adding Sustainable Innovation to a well-diversified portfolio.
About Sustainable Innovation Performance
By analyzing Sustainable Innovation's fundamental ratios, stakeholders can gain valuable insights into Sustainable Innovation's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Sustainable Innovation 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 Sustainable Innovation 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 Sustainable Innovation performance evaluation
Checking the ongoing alerts about Sustainable Innovation for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Sustainable Innovation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sustainable Innovation generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Advanced Equity Analysis - Stock Traders Daily |
- Analyzing Sustainable Innovation'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 Sustainable Innovation's stock is overvalued or undervalued compared to its peers.
- Examining Sustainable Innovation'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 Sustainable Innovation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sustainable Innovation's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Sustainable Innovation's fund. These opinions can provide insight into Sustainable Innovation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sustainable Fund
Sustainable Innovation financial ratios help investors to determine whether Sustainable 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 Sustainable with respect to the benefits of owning Sustainable Innovation security.
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