BankInvest Emerging (Denmark) Manager Performance Evaluation
| BAIEMOLVA | DKK 102.95 0.45 0.44% |
The fund shows a Beta (market volatility) of 0.0722, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BankInvest Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding BankInvest Emerging 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 BankInvest Emerging are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. Despite quite persistent basic indicators, BankInvest Emerging is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors.
...more| Fifty Two Week Low | 101.60 | |
| Fifty Two Week High | 101.60 |
BankInvest |
BankInvest Emerging Relative Risk vs. Return Landscape
If you would invest 10,035 in BankInvest Emerging on September 5, 2024 and sell it today you would earn a total of 260.00 from holding BankInvest Emerging or generate 2.59% return on investment over 90 days. BankInvest Emerging is generating 0.0407% of daily returns and assumes 0.5229% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than BankInvest, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BankInvest Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BankInvest Emerging's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BankInvest Emerging, and traders can use it to determine the average amount a BankInvest Emerging'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 = 0.0778
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| Negative Returns | BAIEMOLVA |
Estimated Market Risk
| 0.52 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average BankInvest Emerging 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 BankInvest Emerging by adding it to a well-diversified portfolio.
About BankInvest Emerging Performance
By examining BankInvest Emerging's fundamental ratios, stakeholders can obtain critical insights into BankInvest Emerging's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that BankInvest Emerging is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Things to note about BankInvest Emerging performance evaluation
Checking the ongoing alerts about BankInvest Emerging for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BankInvest Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating BankInvest Emerging's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BankInvest Emerging's fund performance include:- Analyzing BankInvest Emerging'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 BankInvest Emerging's stock is overvalued or undervalued compared to its peers.
- Examining BankInvest Emerging'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 BankInvest Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BankInvest Emerging's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BankInvest Emerging's fund. These opinions can provide insight into BankInvest Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BankInvest Fund
BankInvest Emerging financial ratios help investors to determine whether BankInvest 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 BankInvest with respect to the benefits of owning BankInvest Emerging security.
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