Mediolanum Renta (Spain) Manager Performance Evaluation
| 0P00000W41 | 2,588 39.77 1.56% |
The fund secures a Beta (Market Risk) of 0.0437, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mediolanum Renta's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mediolanum Renta is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Mediolanum Renta Variable are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Mediolanum Renta is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
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Mediolanum Renta Relative Risk vs. Return Landscape
If you would invest 250,441 in Mediolanum Renta Variable on October 20, 2024 and sell it today you would earn a total of 8,317 from holding Mediolanum Renta Variable or generate 3.32% return on investment over 90 days. Mediolanum Renta Variable is generating 0.0568% of daily returns and assumes 0.6965% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than Mediolanum, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Mediolanum Renta Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mediolanum Renta's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Mediolanum Renta Variable, and traders can use it to determine the average amount a Mediolanum Renta'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 = 0.0816
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| Cash | 0P00000W41 | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Mediolanum Renta is performing at about 6% 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 Mediolanum Renta by adding it to a well-diversified portfolio.
Things to note about Mediolanum Renta Variable performance evaluation
Checking the ongoing alerts about Mediolanum Renta for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Mediolanum Renta Variable help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mediolanum Renta's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mediolanum Renta's fund performance include:- Analyzing Mediolanum Renta'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 Mediolanum Renta's stock is overvalued or undervalued compared to its peers.
- Examining Mediolanum Renta'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 Mediolanum Renta's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mediolanum Renta's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Mediolanum Renta's fund. These opinions can provide insight into Mediolanum Renta's potential for growth and whether the stock is currently undervalued or overvalued.
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