Ig Core Portfolio Fund Manager Performance Evaluation
| 0P0000ZCS9 | 15.11 0.02 0.13% |
The fund owns a Beta (Systematic Risk) of 0.0272, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IG Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding IG Core is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in IG Core Portfolio are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, IG Core is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...more0P0000ZCS9 |
IG Core Relative Risk vs. Return Landscape
If you would invest 1,464 in IG Core Portfolio on October 16, 2025 and sell it today you would earn a total of 47.00 from holding IG Core Portfolio or generate 3.21% return on investment over 90 days. IG Core Portfolio is generating 0.0525% of daily returns and assumes 0.3738% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than 0P0000ZCS9, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IG Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IG Core's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as IG Core Portfolio, and traders can use it to determine the average amount a IG Core'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 = 0.1404
| High Returns | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | 0P0000ZCS9 | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.05 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average IG Core is performing at about 11% 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 IG Core by adding it to a well-diversified portfolio.
Things to note about IG Core Portfolio performance evaluation
Checking the ongoing alerts about IG Core for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for IG Core Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating IG Core's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate IG Core's fund performance include:- Analyzing IG Core'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 IG Core's stock is overvalued or undervalued compared to its peers.
- Examining IG Core'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 IG Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of IG Core's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of IG Core's fund. These opinions can provide insight into IG Core's potential for growth and whether the stock is currently undervalued or overvalued.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |