AXA World (Germany) Manager Performance Evaluation
| AW43 Fund | EUR 217.86 0.21 0.1% |
The fund owns a Beta (Systematic Risk) of 0.12, which signifies not very significant fluctuations relative to the market. As returns on the market increase, AXA World's returns are expected to increase less than the market. However, during the bear market, the loss of holding AXA World 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 AXA World Funds are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly stable basic indicators, AXA World is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
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AXA World Relative Risk vs. Return Landscape
If you would invest 20,653 in AXA World Funds on November 27, 2024 and sell it today you would earn a total of 1,133 from holding AXA World Funds or generate 5.49% return on investment over 90 days. AXA World Funds is generating 0.0922% of daily returns assuming 0.576% volatility of returns over the 90 days investment horizon. Simply put, 5% of all funds have less volatile historical return distribution than AXA World, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
AXA World Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for AXA World's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as AXA World Funds, and traders can use it to determine the average amount a AXA World'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 = 0.1601
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| Cash | AW43 | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.58 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average AXA World is performing at about 12% 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 AXA World by adding it to a well-diversified portfolio.
About AXA World Performance
By analyzing AXA World's fundamental ratios, stakeholders can gain valuable insights into AXA World's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if AXA World 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 AXA World has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about AXA World Funds performance evaluation
Checking the ongoing alerts about AXA World for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for AXA World Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating AXA World's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate AXA World's fund performance include:- Analyzing AXA World'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 AXA World's stock is overvalued or undervalued compared to its peers.
- Examining AXA World'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 AXA World's management team can have a significant impact on its success or failure. Reviewing the track record and experience of AXA World's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of AXA World's fund. These opinions can provide insight into AXA World's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in AXA Fund
AXA World financial ratios help investors to determine whether AXA 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 AXA with respect to the benefits of owning AXA World security.
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