Echiquier Entrepreneurs (Germany) Manager Performance Evaluation
| 0P00017QJY | EUR 2,179 21.18 0.98% |
The fund shows a Beta (market volatility) of 0.0489, which means not very significant fluctuations relative to the market. As returns on the market increase, Echiquier Entrepreneurs' returns are expected to increase less than the market. However, during the bear market, the loss of holding Echiquier Entrepreneurs is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Echiquier Entrepreneurs G are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Echiquier Entrepreneurs is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 1,341.42 | |
| Fifty Two Week High | 2,289.19 |
Echiquier |
Echiquier Entrepreneurs Relative Risk vs. Return Landscape
If you would invest 209,149 in Echiquier Entrepreneurs G on November 2, 2024 and sell it today you would earn a total of 8,780 from holding Echiquier Entrepreneurs G or generate 4.2% return on investment over 90 days. Echiquier Entrepreneurs G is generating 0.0733% of daily returns and assumes 0.6913% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than Echiquier, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Echiquier Entrepreneurs Current Valuation
Overvalued
Today
Please note that Echiquier Entrepreneurs' price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Echiquier Entrepreneurs shows a prevailing Real Value of €2103.01 per share. The current price of the fund is €2179.29. We determine the value of Echiquier Entrepreneurs from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
Since Echiquier Entrepreneurs is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Echiquier Fund. However, Echiquier Entrepreneurs' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 2179.29 | Real 2103.01 | Hype 2179.29 | Naive 2220.42 |
The real value of Echiquier Fund, also known as its intrinsic value, is the underlying worth of Echiquier Entrepreneurs Fund, which is reflected in its stock price. It is based on Echiquier Entrepreneurs' financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Echiquier Entrepreneurs' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Echiquier Entrepreneurs G helps investors to forecast how Echiquier fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Echiquier Entrepreneurs more accurately as focusing exclusively on Echiquier Entrepreneurs' fundamentals will not take into account other important factors: Echiquier Entrepreneurs Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Echiquier Entrepreneurs' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Echiquier Entrepreneurs G, and traders can use it to determine the average amount a Echiquier Entrepreneurs' 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 = 0.106
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| Cash | 0P00017QJY | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Echiquier Entrepreneurs is performing at about 8% 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 Echiquier Entrepreneurs by adding it to a well-diversified portfolio.
Echiquier Entrepreneurs Fundamentals Growth
Echiquier Fund prices reflect investors' perceptions of the future prospects and financial health of Echiquier Entrepreneurs, and Echiquier Entrepreneurs fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Echiquier Fund performance.
| Total Asset | 688.76 M | |||
About Echiquier Entrepreneurs Performance
By analyzing Echiquier Entrepreneurs' fundamental ratios, stakeholders can gain valuable insights into Echiquier Entrepreneurs' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Echiquier Entrepreneurs has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Echiquier Entrepreneurs has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
ECHIQUIER ENTREPRENEURS est un compartiment dynamique recherchant la performance long terme travers lexposition sur les marchs des actions europennes de petites et trs petites capitalisations boursires. Echiquier Entrepreneurs is traded on Frankfurt Stock Exchange in Germany.Things to note about Echiquier Entrepreneurs performance evaluation
Checking the ongoing alerts about Echiquier Entrepreneurs for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Echiquier Entrepreneurs help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 5.35% of its total net assets in cash |
- Analyzing Echiquier Entrepreneurs' 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 Echiquier Entrepreneurs' stock is overvalued or undervalued compared to its peers.
- Examining Echiquier Entrepreneurs' 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 Echiquier Entrepreneurs' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Echiquier Entrepreneurs' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Echiquier Entrepreneurs' fund. These opinions can provide insight into Echiquier Entrepreneurs' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Echiquier Fund
Echiquier Entrepreneurs financial ratios help investors to determine whether Echiquier Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Echiquier with respect to the benefits of owning Echiquier Entrepreneurs security.
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