DNB NOR (Norway) Manager Performance Evaluation
| NO0010337629 | 1,080 0.33 0.03% |
The fund owns a Beta (Systematic Risk) of 0.0246, which means not very significant fluctuations relative to the market. As returns on the market increase, DNB NOR's returns are expected to increase less than the market. However, during the bear market, the loss of holding DNB NOR is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days DNB NOR KAPFORV has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, DNB NOR is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
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DNB NOR Relative Risk vs. Return Landscape
If you would invest 108,300 in DNB NOR KAPFORV on November 2, 2024 and sell it today you would lose (306.00) from holding DNB NOR KAPFORV or give up 0.28% of portfolio value over 90 days. DNB NOR KAPFORV is generating negative expected returns and assumes 0.2831% volatility on return distribution over the 90 days horizon. Simply put, 2% of funds are less volatile than DNB, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
DNB NOR Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for DNB NOR's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as DNB NOR KAPFORV, and traders can use it to determine the average amount a DNB NOR'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 = -0.0152
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NO0010337629 |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average DNB NOR 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 DNB NOR by adding DNB NOR to a well-diversified portfolio.
Things to note about DNB NOR KAPFORV performance evaluation
Checking the ongoing alerts about DNB NOR for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for DNB NOR KAPFORV help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| DNB NOR KAPFORV generated a negative expected return over the last 90 days |
- Analyzing DNB NOR'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 DNB NOR's stock is overvalued or undervalued compared to its peers.
- Examining DNB NOR'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 DNB NOR's management team can have a significant impact on its success or failure. Reviewing the track record and experience of DNB NOR's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of DNB NOR's fund. These opinions can provide insight into DNB NOR's potential for growth and whether the stock is currently undervalued or overvalued.
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