Ampersand Sanlam (South Africa) Manager Performance Evaluation
| 0P0000JZUP | 2.04 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0237, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Ampersand Sanlam's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ampersand Sanlam 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 Ampersand Sanlam Collective are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. Even with relatively steady basic indicators, Ampersand Sanlam is not utilizing all of its potentials. The current stock price chaos, may contribute to medium-term losses for the stakeholders.
...moreAmpersand |
Ampersand Sanlam Relative Risk vs. Return Landscape
If you would invest 197.00 in Ampersand Sanlam Collective on September 3, 2024 and sell it today you would earn a total of 7.00 from holding Ampersand Sanlam Collective or generate 3.55% return on investment over 90 days. Ampersand Sanlam Collective is generating 0.0569% of daily returns and assumes 0.3397% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than Ampersand, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Ampersand Sanlam Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ampersand Sanlam's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Ampersand Sanlam Collective, and traders can use it to determine the average amount a Ampersand Sanlam'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 = 0.1675
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| Cash | 0P0000JZUP | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 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 Ampersand Sanlam 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 Ampersand Sanlam by adding it to a well-diversified portfolio.
Things to note about Ampersand Sanlam Col performance evaluation
Checking the ongoing alerts about Ampersand Sanlam for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Ampersand Sanlam Col help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Ampersand Sanlam's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ampersand Sanlam's fund performance include:- Analyzing Ampersand Sanlam'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 Ampersand Sanlam's stock is overvalued or undervalued compared to its peers.
- Examining Ampersand Sanlam'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 Ampersand Sanlam's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ampersand Sanlam's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Ampersand Sanlam's fund. These opinions can provide insight into Ampersand Sanlam's potential for growth and whether the stock is currently undervalued or overvalued.
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