ALM Offensif (Germany) Manager Performance Evaluation
| 0P00000GIZ | EUR 317.36 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0229, which signifies not very significant fluctuations relative to the market. As returns on the market increase, ALM Offensif's returns are expected to increase less than the market. However, during the bear market, the loss of holding ALM Offensif is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in ALM Offensif are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, ALM Offensif is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 170.08 | |
| Fifty Two Week High | 241.17 | |
| Annual Report Expense Ratio | 1.86% |
ALM |
ALM Offensif Relative Risk vs. Return Landscape
If you would invest 30,530 in ALM Offensif on September 3, 2024 and sell it today you would earn a total of 1,206 from holding ALM Offensif or generate 3.95% return on investment over 90 days. ALM Offensif is generating 0.0627% of daily returns and assumes 0.5013% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than ALM, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
ALM Offensif Current Valuation
Overvalued
Today
Please note that ALM Offensif's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. ALM Offensif shows a prevailing Real Value of €299.91 per share. The current price of the fund is €317.36. We determine the value of ALM Offensif from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor taking in undervalued funds and trading overvalued funds since, in the future, fund prices and their ongoing real values will blend.
Since ALM Offensif is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ALM Fund. However, ALM Offensif's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 317.36 | Real 299.91 | Hype 317.36 | Naive 318.64 |
The real value of ALM Fund, also known as its intrinsic value, is the underlying worth of ALM Offensif Fund, which is reflected in its stock price. It is based on ALM Offensif's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of ALM Offensif's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of ALM Offensif helps investors to forecast how ALM fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of ALM Offensif more accurately as focusing exclusively on ALM Offensif's fundamentals will not take into account other important factors: ALM Offensif Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for ALM Offensif's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as ALM Offensif, and traders can use it to determine the average amount a ALM Offensif'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 = 0.1252
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | 0P00000GIZ | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average ALM Offensif is performing at about 9% 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 ALM Offensif by adding it to a well-diversified portfolio.
ALM Offensif Fundamentals Growth
ALM Fund prices reflect investors' perceptions of the future prospects and financial health of ALM Offensif, and ALM Offensif fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on ALM Fund performance.
| Total Asset | 1.1 B | |||
About ALM Offensif Performance
By analyzing ALM Offensif's fundamental ratios, stakeholders can gain valuable insights into ALM Offensif's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if ALM Offensif 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 ALM Offensif has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Le fonds a pour objectif de raliser sur la dure de placement recommande une performance gale celle de lindice composite suivant calcul coupons et dividendes rinvestis 54 percent MSCI WORLD 26 percent CAC 40 15 percent BARCLAYS CAPITAL EURO AGGREGATE BOND 5 percent EONIA CAPITALISE JOUR. ALM Offensif is traded on Frankfurt Stock Exchange in Germany.Things to note about ALM Offensif performance evaluation
Checking the ongoing alerts about ALM Offensif for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for ALM Offensif help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 8.66% of its total net assets in cash |
- Analyzing ALM Offensif'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 ALM Offensif's stock is overvalued or undervalued compared to its peers.
- Examining ALM Offensif'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 ALM Offensif's management team can have a significant impact on its success or failure. Reviewing the track record and experience of ALM Offensif's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of ALM Offensif's fund. These opinions can provide insight into ALM Offensif's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in ALM Fund
ALM Offensif financial ratios help investors to determine whether ALM 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 ALM with respect to the benefits of owning ALM Offensif security.
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |