Denker SCI (South Africa) Manager Performance Evaluation
| 0P0001AFEU | 15.96 0.21 1.30% |
The fund shows a Beta (market volatility) of 0.0385, which means not very significant fluctuations relative to the market. As returns on the market increase, Denker SCI's returns are expected to increase less than the market. However, during the bear market, the loss of holding Denker SCI is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Denker SCI Balanced are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong technical and fundamental indicators, Denker SCI is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Denker SCI Relative Risk vs. Return Landscape
If you would invest 1,565 in Denker SCI Balanced on September 3, 2024 and sell it today you would earn a total of 31.00 from holding Denker SCI Balanced or generate 1.98% return on investment over 90 days. Denker SCI Balanced is generating 0.0313% of daily returns and assumes 0.3652% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than Denker, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Denker SCI Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Denker SCI's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Denker SCI Balanced, and traders can use it to determine the average amount a Denker SCI'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 = 0.0857
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| Negative Returns | 0P0001AFEU |
Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Denker SCI is performing at about 6% 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 Denker SCI by adding it to a well-diversified portfolio.
Things to note about Denker SCI Balanced performance evaluation
Checking the ongoing alerts about Denker SCI for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Denker SCI Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Denker SCI's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Denker SCI's fund performance include:- Analyzing Denker SCI'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 Denker SCI's stock is overvalued or undervalued compared to its peers.
- Examining Denker SCI'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 Denker SCI's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Denker SCI's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Denker SCI's fund. These opinions can provide insight into Denker SCI's potential for growth and whether the stock is currently undervalued or overvalued.
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