BGF Euro (Germany) Manager Performance Evaluation
| ERD8 Fund | EUR 43.37 0.43 0.98% |
The fund shows a Beta (market volatility) of 0.46, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, BGF Euro's returns are expected to increase less than the market. However, during the bear market, the loss of holding BGF Euro is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days BGF Euro Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound technical and fundamental indicators, BGF Euro is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
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BGF Euro Relative Risk vs. Return Landscape
If you would invest 4,476 in BGF Euro Markets on September 1, 2024 and sell it today you would lose (139.00) from holding BGF Euro Markets or give up 3.11% of portfolio value over 90 days. BGF Euro Markets is generating negative expected returns and assumes 1.1213% volatility on return distribution over the 90 days horizon. Simply put, 9% of funds are less volatile than BGF, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BGF Euro Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BGF Euro's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BGF Euro Markets, and traders can use it to determine the average amount a BGF Euro'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 = -0.0378
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| Negative Returns | ERD8 |
Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average BGF Euro 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 BGF Euro by adding BGF Euro to a well-diversified portfolio.
About BGF Euro Performance
By analyzing BGF Euro's fundamental ratios, stakeholders can gain valuable insights into BGF Euro's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BGF Euro 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 BGF Euro 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 BGF Euro Markets performance evaluation
Checking the ongoing alerts about BGF Euro for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BGF Euro Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| BGF Euro Markets generated a negative expected return over the last 90 days |
- Analyzing BGF Euro'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 BGF Euro's stock is overvalued or undervalued compared to its peers.
- Examining BGF Euro'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 BGF Euro's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BGF Euro's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BGF Euro's fund. These opinions can provide insight into BGF Euro's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BGF Fund
BGF Euro financial ratios help investors to determine whether BGF 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 BGF with respect to the benefits of owning BGF Euro security.
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