Amundi Climate Transition Fund Manager Performance Evaluation
| CTCYX Fund | 9.71 0.01 0.10% |
The fund shows a Beta (market volatility) of 0.0432, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Amundi Climate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Amundi Climate is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Amundi Climate Transition has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Amundi Climate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreAmundi |
Amundi Climate Relative Risk vs. Return Landscape
If you would invest 991.00 in Amundi Climate Transition on August 26, 2024 and sell it today you would lose (20.00) from holding Amundi Climate Transition or give up 2.02% of portfolio value over 90 days. Amundi Climate Transition is currently producing negative expected returns and takes up 0.2943% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Amundi, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Amundi Climate Current Valuation
Fairly Valued
Today
Please note that Amundi Climate's price fluctuation is very steady at this time. Amundi Climate Transition shows a prevailing Real Value of USD9.76 per share. The current price of the fund is USD9.71. Our model approximates the value of Amundi Climate Transition from analyzing the entity technical indicators and probability of bankruptcy. In general, investors favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Amundi Climate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Amundi Mutual Fund. However, Amundi Climate's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.71 | Real 9.76 | Hype 9.71 | Naive 9.69 |
The intrinsic value of Amundi Climate's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Amundi Climate's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Amundi Climate Transition helps investors to forecast how Amundi mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Amundi Climate more accurately as focusing exclusively on Amundi Climate's fundamentals will not take into account other important factors: Amundi Climate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Amundi Climate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Amundi Climate Transition, and traders can use it to determine the average amount a Amundi Climate'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 = -0.1051
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CTCYX |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Amundi Climate 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 Amundi Climate by adding Amundi Climate to a well-diversified portfolio.
About Amundi Climate Performance
Evaluating Amundi Climate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Amundi Climate 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 Amundi Climate 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in fixed income investments that meet the investment advisers climate transition criteria. The fund invests in securities of any maturity and maintains an average portfolio maturity that varies based upon the judgment of Amundi U.S.Things to note about Amundi Climate Transition performance evaluation
Checking the ongoing alerts about Amundi Climate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Amundi Climate Transition help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Amundi Climate generated a negative expected return over the last 90 days |
- Analyzing Amundi Climate'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 Amundi Climate's stock is overvalued or undervalued compared to its peers.
- Examining Amundi Climate'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 Amundi Climate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amundi Climate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Amundi Climate's mutual fund. These opinions can provide insight into Amundi Climate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Amundi Mutual Fund
Amundi Climate financial ratios help investors to determine whether Amundi Mutual 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 Amundi with respect to the benefits of owning Amundi Climate security.
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |