Amundi PEA (France) Performance
| PMEH Etf | EUR 12.44 0.35 2.89% |
The etf shows a Beta (market volatility) of 0.3, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Amundi PEA's returns are expected to increase less than the market. However, during the bear market, the loss of holding Amundi PEA is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Amundi PEA Immobilier has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Amundi PEA is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
Amundi |
Amundi PEA Relative Risk vs. Return Landscape
If you would invest 1,309 in Amundi PEA Immobilier on August 27, 2024 and sell it today you would lose (65.00) from holding Amundi PEA Immobilier or give up 4.97% of portfolio value over 90 days. Amundi PEA Immobilier is generating negative expected returns and assumes 1.0449% volatility on return distribution over the 90 days horizon. Simply put, 9% of etfs are less volatile than Amundi, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Amundi PEA Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Amundi PEA's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Amundi PEA Immobilier, and traders can use it to determine the average amount a Amundi PEA'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 = -0.0698
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| Negative Returns | PMEH |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Amundi PEA 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 Amundi PEA by adding Amundi PEA to a well-diversified portfolio.
Amundi PEA Fundamentals Growth
Amundi Etf prices reflect investors' perceptions of the future prospects and financial health of Amundi PEA, and Amundi PEA fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Amundi Etf performance.
| Price To Earning | 10.78 X | |||
| Price To Book | 0.92 X | |||
| Price To Sales | 7.18 X | |||
| Total Asset | 12.5 M | |||
About Amundi PEA Performance
By analyzing Amundi PEA's fundamental ratios, stakeholders can gain valuable insights into Amundi PEA's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Amundi PEA 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 Amundi PEA has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The Lyxor PEA Immobilier Europe UCITS ETF is a UCITS compliant exchange traded fund that aims to track the benchmark index FTSE EPRANAREIT Developed Europe Net Return Index.The FTSE EPRANAREIT Developed Europe Net Return Index has been enhanced to provide investors with greater precision in measuring the performance of Europe-listed real estate. LYXOR IMMO is traded on Paris Stock Exchange in France.| Amundi PEA generated a negative expected return over the last 90 days | |
| The fund maintains 95.2% of its assets in stocks |
Other Information on Investing in Amundi Etf
Amundi PEA financial ratios help investors to determine whether Amundi Etf 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 Amundi with respect to the benefits of owning Amundi PEA security.