BK Variable (Spain) Manager Performance Evaluation
| 0P0000120T | 17.36 0.06 0.34% |
The fund owns a Beta (Systematic Risk) of 0.8, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, BK Variable's returns are expected to increase less than the market. However, during the bear market, the loss of holding BK Variable 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 BK Variable Internacional are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, BK Variable is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...more0P0000120T |
BK Variable Relative Risk vs. Return Landscape
If you would invest 1,643 in BK Variable Internacional on September 3, 2024 and sell it today you would earn a total of 93.00 from holding BK Variable Internacional or generate 5.66% return on investment over 90 days. BK Variable Internacional is generating 0.0876% of daily returns and assumes 0.7622% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than 0P0000120T, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BK Variable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BK Variable's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BK Variable Internacional, and traders can use it to determine the average amount a BK Variable'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 = 0.1149
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| Cash | 0P0000120T | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 9 91% of assets perform better |
Based on monthly moving average BK Variable 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 BK Variable by adding it to a well-diversified portfolio.
Things to note about BK Variable Internacional performance evaluation
Checking the ongoing alerts about BK Variable for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BK Variable Internacional help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating BK Variable's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BK Variable's fund performance include:- Analyzing BK Variable'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 BK Variable's stock is overvalued or undervalued compared to its peers.
- Examining BK Variable'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 BK Variable's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BK Variable's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BK Variable's fund. These opinions can provide insight into BK Variable's potential for growth and whether the stock is currently undervalued or overvalued.
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| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |