Schroder ImmoPLUS (Switzerland) Manager Performance Evaluation
| SRI Fund | CHF 173.50 1.00 0.57% |
The entity has a beta of 0.0601, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schroder ImmoPLUS's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schroder ImmoPLUS is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Schroder ImmoPLUS are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly stable forward indicators, Schroder ImmoPLUS is not utilizing all of its potentials. The new stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
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Schroder ImmoPLUS Relative Risk vs. Return Landscape
If you would invest 16,350 in Schroder ImmoPLUS on September 27, 2024 and sell it today you would earn a total of 1,000.00 from holding Schroder ImmoPLUS or generate 6.12% return on investment over 90 days. Schroder ImmoPLUS is generating 0.0993% of daily returns assuming 1.0062% volatility of returns over the 90 days investment horizon. Simply put, 8% of all funds have less volatile historical return distribution than Schroder ImmoPLUS, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Schroder ImmoPLUS Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schroder ImmoPLUS's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Schroder ImmoPLUS, and traders can use it to determine the average amount a Schroder ImmoPLUS'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 = 0.0986
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| Cash | SRI | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.01 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Schroder ImmoPLUS is performing at about 7% 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 Schroder ImmoPLUS by adding it to a well-diversified portfolio.
About Schroder ImmoPLUS Performance
Evaluating Schroder ImmoPLUS's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Schroder ImmoPLUS 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 Schroder ImmoPLUS 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 Schroder ImmoPLUS performance evaluation
Checking the ongoing alerts about Schroder ImmoPLUS for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Schroder ImmoPLUS help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Schroder ImmoPLUS's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Schroder ImmoPLUS's fund performance include:- Analyzing Schroder ImmoPLUS'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 Schroder ImmoPLUS's stock is overvalued or undervalued compared to its peers.
- Examining Schroder ImmoPLUS'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 Schroder ImmoPLUS's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schroder ImmoPLUS's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Schroder ImmoPLUS's fund. These opinions can provide insight into Schroder ImmoPLUS's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Schroder Fund
Schroder ImmoPLUS financial ratios help investors to determine whether Schroder 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 Schroder with respect to the benefits of owning Schroder ImmoPLUS security.
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