IA Invest (Denmark) Performance
| IAIACVF Stock | 138.75 0.03 0.02% |
IA Invest has a performance score of 11 on a scale of 0 to 100. The firm owns a Beta (Systematic Risk) of 0.29, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IA Invest's returns are expected to increase less than the market. However, during the bear market, the loss of holding IA Invest is expected to be smaller as well. IA Invest Advice today owns a risk of 1.02%. Please check out IA Invest Advice semi deviation, jensen alpha, maximum drawdown, as well as the relationship between the coefficient of variation and sortino ratio , to decide if IA Invest Advice will be following its current price history.
Risk-Adjusted Performance
11 of 100
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Good
Compared to the overall equity markets, risk-adjusted returns on investments in IA Invest Advice are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite nearly weak basic indicators, IA Invest may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
IAIACVF |
IA Invest Relative Risk vs. Return Landscape
If you would invest 12,610 in IA Invest Advice on September 19, 2024 and sell it today you would earn a total of 1,265 from holding IA Invest Advice or generate 10.03% return on investment over 90 days. IA Invest Advice is generating 0.1546% of daily returns and assumes 1.0218% volatility on return distribution over the 90 days horizon. Simply put, 9% of stocks are less volatile than IAIACVF, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IA Invest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IA Invest's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as IA Invest Advice, and traders can use it to determine the average amount a IA Invest'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 = 0.1513
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Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average IA Invest is performing at about 11% 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 IA Invest by adding it to a well-diversified portfolio.
Things to note about IA Invest Advice performance evaluation
Checking the ongoing alerts about IA Invest for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for IA Invest Advice help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating IA Invest's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate IA Invest's stock performance include:- Analyzing IA Invest'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 IA Invest's stock is overvalued or undervalued compared to its peers.
- Examining IA Invest'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 IA Invest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of IA Invest's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of IA Invest's stock. These opinions can provide insight into IA Invest's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for IAIACVF Stock analysis
When running IA Invest's price analysis, check to measure IA Invest's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IA Invest is operating at the current time. Most of IA Invest's value examination focuses on studying past and present price action to predict the probability of IA Invest's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IA Invest's price. Additionally, you may evaluate how the addition of IA Invest to your portfolios can decrease your overall portfolio volatility.
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