Iprofile Fixed Income Fund Manager Performance Evaluation
| 0P0001LY14 | 11.00 0.03 0.27% |
The fund retains a Market Volatility (i.e., Beta) of 0.0179, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IProfile Fixed's returns are expected to increase less than the market. However, during the bear market, the loss of holding IProfile Fixed is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days iProfile Fixed Income has generated negative risk-adjusted returns adding no value to fund investors. Despite quite persistent essential indicators, IProfile Fixed is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors.
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IProfile Fixed Relative Risk vs. Return Landscape
If you would invest 1,099 in iProfile Fixed Income on October 10, 2025 and sell it today you would earn a total of 1.00 from holding iProfile Fixed Income or generate 0.09% return on investment over 90 days. iProfile Fixed Income is generating 0.0016% of daily returns and assumes 0.1527% volatility on return distribution over the 90 days horizon. Simply put, 1% of funds are less volatile than IProfile, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IProfile Fixed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IProfile Fixed's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as iProfile Fixed Income, and traders can use it to determine the average amount a IProfile Fixed'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 = 0.0107
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0001LY14 |
Estimated Market Risk
| 0.15 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IProfile Fixed is not performing at its full potential. However, 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 IProfile Fixed by adding IProfile Fixed to a well-diversified portfolio.
Things to note about iProfile Fixed Income performance evaluation
Checking the ongoing alerts about IProfile Fixed for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for iProfile Fixed Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating IProfile Fixed's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate IProfile Fixed's fund performance include:- Analyzing IProfile Fixed'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 IProfile Fixed's stock is overvalued or undervalued compared to its peers.
- Examining IProfile Fixed'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 IProfile Fixed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of IProfile Fixed's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of IProfile Fixed's fund. These opinions can provide insight into IProfile Fixed's potential for growth and whether the stock is currently undervalued or overvalued.
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