AXA World (Germany) Manager Performance Evaluation
| AW43 Fund | EUR 208.25 0.89 0.43% |
The fund owns a Beta (Systematic Risk) of -0.0276, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning AXA World are expected to decrease at a much lower rate. During the bear market, AXA World is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days AXA World Funds has generated negative risk-adjusted returns adding no value to fund investors. Despite nearly stable basic indicators, AXA World is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
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AXA World Relative Risk vs. Return Landscape
If you would invest 21,319 in AXA World Funds on September 4, 2024 and sell it today you would lose (494.00) from holding AXA World Funds or give up 2.32% of portfolio value over 90 days. AXA World Funds is producing return of less than zero assuming 0.6684% volatility of returns over the 90 days investment horizon. Simply put, 5% of all funds have less volatile historical return distribution than AXA World, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
AXA World Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for AXA World's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as AXA World Funds, and traders can use it to determine the average amount a AXA World'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 = -0.0515
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| Negative Returns | AW43 |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average AXA World is not performing at its full potential. However, 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 AXA World by adding AXA World to a well-diversified portfolio.
About AXA World Performance
By analyzing AXA World's fundamental ratios, stakeholders can gain valuable insights into AXA World's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if AXA World 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 AXA World has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about AXA World Funds performance evaluation
Checking the ongoing alerts about AXA World for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for AXA World Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| AXA World Funds generated a negative expected return over the last 90 days |
- Analyzing AXA World'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 AXA World's stock is overvalued or undervalued compared to its peers.
- Examining AXA World'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 AXA World's management team can have a significant impact on its success or failure. Reviewing the track record and experience of AXA World's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of AXA World's fund. These opinions can provide insight into AXA World's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in AXA Fund
AXA World financial ratios help investors to determine whether AXA 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 AXA with respect to the benefits of owning AXA World security.
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