Indexa Ms (Spain) Manager Performance Evaluation
| 0P0001971N | 9.17 0.01 0.11% |
The fund retains a Market Volatility (i.e., Beta) of 0.0069, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Indexa Ms' returns are expected to increase less than the market. However, during the bear market, the loss of holding Indexa Ms is expected to be smaller as well.
Risk-Adjusted Performance
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Indexa Ms Rentabilidad are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Indexa Ms is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Indexa Ms Relative Risk vs. Return Landscape
If you would invest 912.00 in Indexa Ms Rentabilidad on September 2, 2024 and sell it today you would earn a total of 5.00 from holding Indexa Ms Rentabilidad or generate 0.55% return on investment over 90 days. Indexa Ms Rentabilidad is generating 0.0087% of daily returns and assumes 0.2504% volatility on return distribution over the 90 days horizon. Simply put, 2% of funds are less volatile than Indexa, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Indexa Ms Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Indexa Ms' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Indexa Ms Rentabilidad, and traders can use it to determine the average amount a Indexa Ms' 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 = 0.0348
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| Negative Returns | 0P0001971N |
Estimated Market Risk
| 0.25 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Indexa Ms is performing at about 2% 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 Indexa Ms by adding it to a well-diversified portfolio.
Things to note about Indexa Ms Rentabilidad performance evaluation
Checking the ongoing alerts about Indexa Ms for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Indexa Ms Rentabilidad help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Indexa Ms' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Indexa Ms' fund performance include:- Analyzing Indexa Ms' 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 Indexa Ms' stock is overvalued or undervalued compared to its peers.
- Examining Indexa Ms' 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 Indexa Ms' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Indexa Ms' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Indexa Ms' fund. These opinions can provide insight into Indexa Ms' potential for growth and whether the stock is currently undervalued or overvalued.
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