Custodian BCI (South Africa) Manager Performance Evaluation
| 0P0000IR5V | 2.73 0.01 0.36% |
The fund shows a Beta (market volatility) of 0.0925, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Custodian BCI's returns are expected to increase less than the market. However, during the bear market, the loss of holding Custodian BCI is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Custodian BCI Balanced are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. Despite fairly strong basic indicators, Custodian BCI is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders.
...moreCustodian |
Custodian BCI Relative Risk vs. Return Landscape
If you would invest 260.00 in Custodian BCI Balanced on September 12, 2024 and sell it today you would earn a total of 13.00 from holding Custodian BCI Balanced or generate 5.0% return on investment over 90 days. Custodian BCI Balanced is generating 0.0809% of daily returns and assumes 0.4168% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than Custodian, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Custodian BCI Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Custodian BCI's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Custodian BCI Balanced, and traders can use it to determine the average amount a Custodian BCI'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 = 0.194
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| Cash | 0P0000IR5V | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Custodian BCI is performing at about 15% 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 Custodian BCI by adding it to a well-diversified portfolio.
Things to note about Custodian BCI Balanced performance evaluation
Checking the ongoing alerts about Custodian BCI for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Custodian BCI Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Custodian BCI's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Custodian BCI's fund performance include:- Analyzing Custodian BCI'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 Custodian BCI's stock is overvalued or undervalued compared to its peers.
- Examining Custodian BCI'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 Custodian BCI's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Custodian BCI's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Custodian BCI's fund. These opinions can provide insight into Custodian BCI's potential for growth and whether the stock is currently undervalued or overvalued.
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