4d Bci (South Africa) Manager Performance Evaluation
| 0P0000XPXE | 2.39 0.01 0.42% |
The fund owns a Beta (Systematic Risk) of 0.0105, which signifies not very significant fluctuations relative to the market. As returns on the market increase, 4d Bci's returns are expected to increase less than the market. However, during the bear market, the loss of holding 4d Bci is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in 4d Bci Moderate are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, 4d Bci is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more0P0000XPXE |
4d Bci Relative Risk vs. Return Landscape
If you would invest 233.00 in 4d Bci Moderate on August 31, 2024 and sell it today you would earn a total of 6.00 from holding 4d Bci Moderate or generate 2.58% return on investment over 90 days. 4d Bci Moderate is generating 0.0409% of daily returns and assumes 0.3299% volatility on return distribution over the 90 days horizon. Simply put, 2% of funds are less volatile than 0P0000XPXE, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
4d Bci Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 4d Bci's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as 4d Bci Moderate, and traders can use it to determine the average amount a 4d Bci'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 = 0.124
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0000XPXE |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average 4d Bci 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 4d Bci by adding it to a well-diversified portfolio.
Things to note about 4d Bci Moderate performance evaluation
Checking the ongoing alerts about 4d Bci for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for 4d Bci Moderate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating 4d Bci's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate 4d Bci's fund performance include:- Analyzing 4d Bci'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 4d Bci's stock is overvalued or undervalued compared to its peers.
- Examining 4d Bci'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 4d Bci's management team can have a significant impact on its success or failure. Reviewing the track record and experience of 4d Bci's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of 4d Bci's fund. These opinions can provide insight into 4d Bci's potential for growth and whether the stock is currently undervalued or overvalued.
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