Wealth Invest (Denmark) Performance
| WEKSTPLSI | DKK 175.00 0.10 0.06% |
Wealth Invest has a performance score of 9 on a scale of 0 to 100. The firm maintains a market beta of 0.47, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wealth Invest's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wealth Invest is expected to be smaller as well. Wealth Invest AKL right now maintains a risk of 1.3%. Please check out Wealth Invest AKL total risk alpha, as well as the relationship between the downside variance and rate of daily change , to decide if Wealth Invest AKL will be following its historical returns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Wealth Invest AKL are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite quite weak basic indicators, Wealth Invest may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
| Fifty Two Week Low | 196.00 | |
| Fifty Two Week High | 196.00 |
Wealth |
Wealth Invest Relative Risk vs. Return Landscape
If you would invest 16,960 in Wealth Invest AKL on September 2, 2024 and sell it today you would earn a total of 540.00 from holding Wealth Invest AKL or generate 3.18% return on investment over 90 days. Wealth Invest AKL is generating 0.1648% of daily returns and assumes 1.3006% volatility on return distribution over the 90 days horizon. Simply put, 11% of stocks are less volatile than Wealth, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Wealth Invest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wealth Invest's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wealth Invest AKL, and traders can use it to determine the average amount a Wealth Invest'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 = 0.1267
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Estimated Market Risk
| 1.3 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Wealth Invest is performing at about 9% 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 Wealth Invest by adding it to a well-diversified portfolio.
About Wealth Invest Performance
By examining Wealth Invest's fundamental ratios, stakeholders can obtain critical insights into Wealth Invest's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Wealth Invest is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Things to note about Wealth Invest AKL performance evaluation
Checking the ongoing alerts about Wealth Invest for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wealth Invest AKL help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Wealth Invest's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wealth Invest's stock performance include:- Analyzing Wealth Invest'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 Wealth Invest's stock is overvalued or undervalued compared to its peers.
- Examining Wealth Invest'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 Wealth Invest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wealth Invest's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wealth Invest's stock. These opinions can provide insight into Wealth Invest's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wealth Stock
Wealth Invest financial ratios help investors to determine whether Wealth Stock 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 Wealth with respect to the benefits of owning Wealth Invest security.