DNB Global (Ireland) Manager Performance Evaluation
| 0P0000PS3V | 763.48 8.85 1.15% |
The fund owns a Beta (Systematic Risk) of 0.0049, which means not very significant fluctuations relative to the market. As returns on the market increase, DNB Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding DNB Global is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in DNB Global Indeks are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. Even with relatively invariable basic indicators, DNB Global is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors.
...moreDNB |
DNB Global Relative Risk vs. Return Landscape
If you would invest 74,419 in DNB Global Indeks on October 21, 2024 and sell it today you would earn a total of 1,929 from holding DNB Global Indeks or generate 2.59% return on investment over 90 days. DNB Global Indeks is generating 0.045% of daily returns and assumes 0.7822% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than DNB, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
DNB Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for DNB Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as DNB Global Indeks, and traders can use it to determine the average amount a DNB Global'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 = 0.0575
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0000PS3V |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average DNB Global is performing at about 4% 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 DNB Global by adding it to a well-diversified portfolio.
Things to note about DNB Global Indeks performance evaluation
Checking the ongoing alerts about DNB Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for DNB Global Indeks help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating DNB Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate DNB Global's fund performance include:- Analyzing DNB Global'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 DNB Global's stock is overvalued or undervalued compared to its peers.
- Examining DNB Global'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 DNB Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of DNB Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of DNB Global's fund. These opinions can provide insight into DNB Global's potential for growth and whether the stock is currently undervalued or overvalued.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |