BerolinaCapital Premium (Germany) Manager Performance Evaluation
| DEDL Fund | EUR 91.19 0.91 1.01% |
The fund shows a Beta (market volatility) of 0.22, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BerolinaCapital Premium's returns are expected to increase less than the market. However, during the bear market, the loss of holding BerolinaCapital Premium is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in BerolinaCapital Premium are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly stable fundamental indicators, BerolinaCapital Premium 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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BerolinaCapital Premium Relative Risk vs. Return Landscape
If you would invest 8,758 in BerolinaCapital Premium on August 27, 2024 and sell it today you would earn a total of 361.00 from holding BerolinaCapital Premium or generate 4.12% return on investment over 90 days. BerolinaCapital Premium is generating 0.0718% of daily returns assuming 0.952% volatility of returns over the 90 days investment horizon. Simply put, 8% of all funds have less volatile historical return distribution than BerolinaCapital Premium, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BerolinaCapital Premium Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BerolinaCapital Premium's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BerolinaCapital Premium, and traders can use it to determine the average amount a BerolinaCapital Premium'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 = 0.0754
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Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average BerolinaCapital Premium is performing at about 5% 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 BerolinaCapital Premium by adding it to a well-diversified portfolio.
About BerolinaCapital Premium Performance
By analyzing BerolinaCapital Premium's fundamental ratios, stakeholders can gain valuable insights into BerolinaCapital Premium's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BerolinaCapital Premium 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 BerolinaCapital Premium 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 BerolinaCapital Premium performance evaluation
Checking the ongoing alerts about BerolinaCapital Premium for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BerolinaCapital Premium help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating BerolinaCapital Premium's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BerolinaCapital Premium's fund performance include:- Analyzing BerolinaCapital Premium'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 BerolinaCapital Premium's stock is overvalued or undervalued compared to its peers.
- Examining BerolinaCapital Premium'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 BerolinaCapital Premium's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BerolinaCapital Premium's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BerolinaCapital Premium's fund. These opinions can provide insight into BerolinaCapital Premium's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BerolinaCapital Fund
BerolinaCapital Premium financial ratios help investors to determine whether BerolinaCapital 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 BerolinaCapital with respect to the benefits of owning BerolinaCapital Premium security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |