DWS Aktien (Germany) Manager Performance Evaluation
| HJUI Fund | EUR 501.21 6.08 1.23% |
The fund shows a Beta (market volatility) of 0.27, which means not very significant fluctuations relative to the market. As returns on the market increase, DWS Aktien's returns are expected to increase less than the market. However, during the bear market, the loss of holding DWS Aktien is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days DWS Aktien Strategie has generated negative risk-adjusted returns adding no value to fund investors. Despite nearly stable basic indicators, DWS Aktien 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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DWS Aktien Relative Risk vs. Return Landscape
If you would invest 50,937 in DWS Aktien Strategie on September 2, 2024 and sell it today you would lose (816.00) from holding DWS Aktien Strategie or give up 1.6% of portfolio value over 90 days. DWS Aktien Strategie is producing return of less than zero assuming 1.112% volatility of returns over the 90 days investment horizon. Simply put, 9% of all funds have less volatile historical return distribution than DWS Aktien, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
DWS Aktien Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for DWS Aktien's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as DWS Aktien Strategie, and traders can use it to determine the average amount a DWS Aktien'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 = -0.0179
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| Negative Returns | HJUI |
Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average DWS Aktien 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 DWS Aktien by adding DWS Aktien to a well-diversified portfolio.
About DWS Aktien Performance
By analyzing DWS Aktien's fundamental ratios, stakeholders can gain valuable insights into DWS Aktien's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if DWS Aktien 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 DWS Aktien 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 DWS Aktien Strategie performance evaluation
Checking the ongoing alerts about DWS Aktien for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for DWS Aktien Strategie help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| DWS Aktien Strategie generated a negative expected return over the last 90 days |
- Analyzing DWS Aktien'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 DWS Aktien's stock is overvalued or undervalued compared to its peers.
- Examining DWS Aktien'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 DWS Aktien's management team can have a significant impact on its success or failure. Reviewing the track record and experience of DWS Aktien's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of DWS Aktien's fund. These opinions can provide insight into DWS Aktien's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in DWS Fund
DWS Aktien financial ratios help investors to determine whether DWS 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 DWS with respect to the benefits of owning DWS Aktien security.
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