BCV Swiss (Switzerland) Manager Performance Evaluation
| 0P0001QS4F | 107.68 0.00 0.00% |
The entity shows a Beta (market volatility) of -0.029, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning BCV Swiss are expected to decrease at a much lower rate. During the bear market, BCV Swiss is likely to outperform the market.
Risk-Adjusted Performance
22 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in BCV Swiss Franc are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. Even with relatively invariable basic indicators, BCV Swiss is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors.
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BCV Swiss Relative Risk vs. Return Landscape
If you would invest 10,575 in BCV Swiss Franc on September 20, 2024 and sell it today you would earn a total of 193.00 from holding BCV Swiss Franc or generate 1.83% return on investment over 90 days. BCV Swiss Franc is generating 0.0288% of daily returns and assumes 0.0988% volatility on return distribution over the 90 days horizon. Simply put, 0% of funds are less volatile than BCV, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BCV Swiss Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BCV Swiss' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BCV Swiss Franc, and traders can use it to determine the average amount a BCV Swiss' 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 = 0.291
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Based on monthly moving average BCV Swiss is performing at about 22% 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 BCV Swiss by adding it to a well-diversified portfolio.
Things to note about BCV Swiss Franc performance evaluation
Checking the ongoing alerts about BCV Swiss for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BCV Swiss Franc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating BCV Swiss' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BCV Swiss' fund performance include:- Analyzing BCV Swiss' 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 BCV Swiss' stock is overvalued or undervalued compared to its peers.
- Examining BCV Swiss' 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 BCV Swiss' management team can have a significant impact on its success or failure. Reviewing the track record and experience of BCV Swiss' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BCV Swiss' fund. These opinions can provide insight into BCV Swiss' potential for growth and whether the stock is currently undervalued or overvalued.
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