Kutxabank Bolsa (Spain) Manager Performance Evaluation
| 0P00000XDG | 10.97 0.04 0.37% |
The fund secures a Beta (Market Risk) of 0.0818, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Kutxabank Bolsa's returns are expected to increase less than the market. However, during the bear market, the loss of holding Kutxabank Bolsa is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Kutxabank Bolsa Global are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Kutxabank Bolsa 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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Kutxabank Bolsa Relative Risk vs. Return Landscape
If you would invest 1,046 in Kutxabank Bolsa Global on September 14, 2024 and sell it today you would earn a total of 51.00 from holding Kutxabank Bolsa Global or generate 4.88% return on investment over 90 days. Kutxabank Bolsa Global is generating 0.0779% of daily returns and assumes 0.462% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than Kutxabank, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Kutxabank Bolsa Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kutxabank Bolsa's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Kutxabank Bolsa Global, and traders can use it to determine the average amount a Kutxabank Bolsa'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 = 0.1685
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| Cash | 0P00000XDG | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.46 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Kutxabank Bolsa is performing at about 13% 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 Kutxabank Bolsa by adding it to a well-diversified portfolio.
Things to note about Kutxabank Bolsa Global performance evaluation
Checking the ongoing alerts about Kutxabank Bolsa for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Kutxabank Bolsa Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Kutxabank Bolsa's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Kutxabank Bolsa's fund performance include:- Analyzing Kutxabank Bolsa'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 Kutxabank Bolsa's stock is overvalued or undervalued compared to its peers.
- Examining Kutxabank Bolsa'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 Kutxabank Bolsa's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kutxabank Bolsa's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Kutxabank Bolsa's fund. These opinions can provide insight into Kutxabank Bolsa's potential for growth and whether the stock is currently undervalued or overvalued.
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