MyInvestor Indexado (Spain) Manager Performance Evaluation
| 0P0001LIG8 | 17.97 0.12 0.66% |
The fund secures a Beta (Market Risk) of -0.12, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning MyInvestor Indexado are expected to decrease at a much lower rate. During the bear market, MyInvestor Indexado is likely to outperform the market.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in MyInvestor Indexado SP are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. Despite quite weak essential indicators, MyInvestor Indexado may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...moreMyInvestor |
MyInvestor Indexado Relative Risk vs. Return Landscape
If you would invest 1,604 in MyInvestor Indexado SP on August 26, 2024 and sell it today you would earn a total of 193.00 from holding MyInvestor Indexado SP or generate 12.03% return on investment over 90 days. MyInvestor Indexado SP is generating 0.1965% of daily returns and assumes 0.8819% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than MyInvestor, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
MyInvestor Indexado Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for MyInvestor Indexado's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as MyInvestor Indexado SP, and traders can use it to determine the average amount a MyInvestor Indexado'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 = 0.2229
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | 0P0001LIG8 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average MyInvestor Indexado is performing at about 17% 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 MyInvestor Indexado by adding it to a well-diversified portfolio.
Things to note about MyInvestor Indexado performance evaluation
Checking the ongoing alerts about MyInvestor Indexado for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for MyInvestor Indexado help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating MyInvestor Indexado's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate MyInvestor Indexado's fund performance include:- Analyzing MyInvestor Indexado'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 MyInvestor Indexado's stock is overvalued or undervalued compared to its peers.
- Examining MyInvestor Indexado'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 MyInvestor Indexado's management team can have a significant impact on its success or failure. Reviewing the track record and experience of MyInvestor Indexado's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of MyInvestor Indexado's fund. These opinions can provide insight into MyInvestor Indexado's potential for growth and whether the stock is currently undervalued or overvalued.
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |