SISF BRIC (Germany) Manager Performance Evaluation
| SRVQ Fund | EUR 214.07 0.00 0.00% |
The entity has a beta of -0.12, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning SISF BRIC are expected to decrease at a much lower rate. During the bear market, SISF BRIC is likely to outperform the market.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in SISF BRIC AC are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather weak technical and fundamental indicators, SISF BRIC may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...moreSISF |
SISF BRIC Relative Risk vs. Return Landscape
If you would invest 19,375 in SISF BRIC AC on August 29, 2024 and sell it today you would earn a total of 2,032 from holding SISF BRIC AC or generate 10.49% return on investment over 90 days. SISF BRIC AC is generating 0.1678% of daily returns and assumes 1.18% volatility on return distribution over the 90 days horizon. Simply put, 10% of funds are less volatile than SISF, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
SISF BRIC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SISF BRIC's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as SISF BRIC AC, and traders can use it to determine the average amount a SISF BRIC'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 = 0.1422
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SRVQ | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average SISF BRIC 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 SISF BRIC by adding it to a well-diversified portfolio.
About SISF BRIC Performance
By analyzing SISF BRIC's fundamental ratios, stakeholders can gain valuable insights into SISF BRIC's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if SISF BRIC 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 SISF BRIC 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 SISF BRIC AC performance evaluation
Checking the ongoing alerts about SISF BRIC for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for SISF BRIC AC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating SISF BRIC's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate SISF BRIC's fund performance include:- Analyzing SISF BRIC'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 SISF BRIC's stock is overvalued or undervalued compared to its peers.
- Examining SISF BRIC'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 SISF BRIC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of SISF BRIC's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of SISF BRIC's fund. These opinions can provide insight into SISF BRIC's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in SISF Fund
SISF BRIC financial ratios help investors to determine whether SISF 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 SISF with respect to the benefits of owning SISF BRIC security.
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |