Edgepoint Global Portfolio Fund Manager Performance Evaluation
| 0P0000JO4E | 39.39 0.21 0.54% |
The fund shows a Beta (market volatility) of 0.32, which means possible diversification benefits within a given portfolio. As returns on the market increase, Edgepoint Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Edgepoint Global is expected to be smaller as well.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Edgepoint Global Portfolio are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. Even with relatively sluggish forward-looking indicators, Edgepoint Global may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Edgepoint Global Relative Risk vs. Return Landscape
If you would invest 3,594 in Edgepoint Global Portfolio on September 5, 2024 and sell it today you would earn a total of 345.00 from holding Edgepoint Global Portfolio or generate 9.6% return on investment over 90 days. Edgepoint Global Portfolio is generating 0.1498% of daily returns and assumes 0.6093% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than Edgepoint, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Edgepoint Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Edgepoint Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Edgepoint Global Portfolio, and traders can use it to determine the average amount a Edgepoint Global'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 = 0.2458
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| Cash | 0P0000JO4E | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average Edgepoint Global is performing at about 19% 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 Edgepoint Global by adding it to a well-diversified portfolio.
About Edgepoint Global Performance
By evaluating Edgepoint Global's fundamental ratios, stakeholders can gain valuable insights into Edgepoint Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Edgepoint Global 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 Edgepoint Global 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.
Edgepoint Global is entity of Canada. It is traded as Fund on TO exchange.Things to note about Edgepoint Global Por performance evaluation
Checking the ongoing alerts about Edgepoint Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Edgepoint Global Por help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: B Capital taps H.I.G. and Blackstone vet Akazhanov as GP - Venture Capital Journal |
- Analyzing Edgepoint Global'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 Edgepoint Global's stock is overvalued or undervalued compared to its peers.
- Examining Edgepoint Global'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 Edgepoint Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Edgepoint Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Edgepoint Global's fund. These opinions can provide insight into Edgepoint Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Edgepoint Fund
Edgepoint Global financial ratios help investors to determine whether Edgepoint 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 Edgepoint with respect to the benefits of owning Edgepoint Global security.
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