KLP Framtid (Ireland) Manager Performance Evaluation
| 0P00019ADK | 2,424 17.63 0.72% |
The fund secures a Beta (Market Risk) of 0.037, which conveys not very significant fluctuations relative to the market. As returns on the market increase, KLP Framtid's returns are expected to increase less than the market. However, during the bear market, the loss of holding KLP Framtid is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in KLP Framtid are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, KLP Framtid is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...moreKLP |
KLP Framtid Relative Risk vs. Return Landscape
If you would invest 228,366 in KLP Framtid on September 2, 2024 and sell it today you would earn a total of 13,990 from holding KLP Framtid or generate 6.13% return on investment over 90 days. KLP Framtid is generating 0.0946% of daily returns and assumes 0.5862% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than KLP, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
KLP Framtid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for KLP Framtid's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as KLP Framtid, and traders can use it to determine the average amount a KLP Framtid'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 = 0.1614
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | 0P00019ADK | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average KLP Framtid is performing at about 12% 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 KLP Framtid by adding it to a well-diversified portfolio.
Things to note about KLP Framtid performance evaluation
Checking the ongoing alerts about KLP Framtid for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for KLP Framtid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating KLP Framtid's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate KLP Framtid's fund performance include:- Analyzing KLP Framtid'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 KLP Framtid's stock is overvalued or undervalued compared to its peers.
- Examining KLP Framtid'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 KLP Framtid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of KLP Framtid's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of KLP Framtid's fund. These opinions can provide insight into KLP Framtid's potential for growth and whether the stock is currently undervalued or overvalued.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |