BGF World (Germany) Manager Performance Evaluation
| MI9C Fund | EUR 41.19 1.07 2.67% |
The fund shows a Beta (market volatility) of -0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning BGF World are expected to decrease at a much lower rate. During the bear market, BGF World is likely to outperform the market.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in BGF World Gold are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather sound technical and fundamental indicators, BGF World 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 World Relative Risk vs. Return Landscape
If you would invest 3,971 in BGF World Gold on September 14, 2024 and sell it today you would earn a total of 148.00 from holding BGF World Gold or generate 3.73% return on investment over 90 days. BGF World Gold is generating 0.0708% of daily returns and assumes 1.6039% volatility on return distribution over the 90 days horizon. Simply put, 14% 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 World Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BGF World's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BGF World Gold, and traders can use it to determine the average amount a BGF 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 = 0.0441
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| Cash | Small Risk | MI9C | High Risk | Huge Risk |
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Estimated Market Risk
| 1.6 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average BGF World is performing at about 3% 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 BGF World by adding it to a well-diversified portfolio.
About BGF World Performance
By analyzing BGF World's fundamental ratios, stakeholders can gain valuable insights into BGF World's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BGF 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 BGF 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 BGF World Gold performance evaluation
Checking the ongoing alerts about BGF World for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BGF World Gold help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating BGF World's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BGF World's fund performance include:- Analyzing BGF 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 BGF World's stock is overvalued or undervalued compared to its peers.
- Examining BGF 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 BGF World's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BGF World's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BGF World's fund. These opinions can provide insight into BGF World's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BGF Fund
BGF World 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 World security.
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