Caixabank Seleccin (Germany) Manager Performance Evaluation
| 0P0000XRHI | 16.98 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.21, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Caixabank Seleccin's returns are expected to increase less than the market. However, during the bear market, the loss of holding Caixabank Seleccin is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Caixabank Seleccin Tendencias are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Caixabank Seleccin may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Caixabank Seleccin Relative Risk vs. Return Landscape
If you would invest 1,576 in Caixabank Seleccin Tendencias on September 2, 2024 and sell it today you would earn a total of 122.00 from holding Caixabank Seleccin Tendencias or generate 7.74% return on investment over 90 days. Caixabank Seleccin Tendencias is generating 0.121% of daily returns and assumes 0.7193% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than Caixabank, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Caixabank Seleccin Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Caixabank Seleccin's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Caixabank Seleccin Tendencias, and traders can use it to determine the average amount a Caixabank Seleccin'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 = 0.1682
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Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Caixabank Seleccin 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 Caixabank Seleccin by adding it to a well-diversified portfolio.
Things to note about Caixabank Seleccin performance evaluation
Checking the ongoing alerts about Caixabank Seleccin for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Caixabank Seleccin help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Caixabank Seleccin's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Caixabank Seleccin's fund performance include:- Analyzing Caixabank Seleccin'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 Caixabank Seleccin's stock is overvalued or undervalued compared to its peers.
- Examining Caixabank Seleccin'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 Caixabank Seleccin's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Caixabank Seleccin's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Caixabank Seleccin's fund. These opinions can provide insight into Caixabank Seleccin's potential for growth and whether the stock is currently undervalued or overvalued.
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