DKIDKF (Denmark) Manager Performance Evaluation
| DKIDKF Fund | DKK 286.10 0.93 0.33% |
The fund shows a Beta (market volatility) of 0.0585, which means not very significant fluctuations relative to the market. As returns on the market increase, DKIDKF's returns are expected to increase less than the market. However, during the bear market, the loss of holding DKIDKF is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Investeringsforeningen Danske Invest has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong forward indicators, DKIDKF is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...moreDKIDKF |
DKIDKF Relative Risk vs. Return Landscape
If you would invest 30,169 in Investeringsforeningen Danske Invest on September 1, 2024 and sell it today you would lose (1,559) from holding Investeringsforeningen Danske Invest or give up 5.17% of portfolio value over 90 days. Investeringsforeningen Danske Invest is generating negative expected returns and assumes 0.7509% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than DKIDKF, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
DKIDKF Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for DKIDKF's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Investeringsforeningen Danske Invest, and traders can use it to determine the average amount a DKIDKF'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 = -0.1033
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| Negative Returns | DKIDKF |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average DKIDKF 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 DKIDKF by adding DKIDKF to a well-diversified portfolio.
About DKIDKF Performance
By analyzing DKIDKF's fundamental ratios, stakeholders can gain valuable insights into DKIDKF's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if DKIDKF 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 DKIDKF has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Investeringsforeningen Danske Invest - Danmark Fokus KL is headquartered in Kongens Lyngby, Capital Region of Denmark, Denmark. Danske Inv is traded on Copenhagen Stock Exchange in Denmark.Things to note about Investeringsforeningen performance evaluation
Checking the ongoing alerts about DKIDKF for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Investeringsforeningen help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| DKIDKF generated a negative expected return over the last 90 days |
- Analyzing DKIDKF'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 DKIDKF's stock is overvalued or undervalued compared to its peers.
- Examining DKIDKF'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 DKIDKF's management team can have a significant impact on its success or failure. Reviewing the track record and experience of DKIDKF's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of DKIDKF's fund. These opinions can provide insight into DKIDKF's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in DKIDKF Fund
DKIDKF financial ratios help investors to determine whether DKIDKF 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 DKIDKF with respect to the benefits of owning DKIDKF security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |