Wealth Invest (Denmark) Performance
| WEILPGVF | 167.80 1.25 0.74% |
Wealth Invest has a performance score of 3 on a scale of 0 to 100. The firm maintains a market beta of -0.0065, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wealth Invest are expected to decrease at a much lower rate. During the bear market, Wealth Invest is likely to outperform the market. Wealth Invest LindeP right now maintains a risk of 0.8%. Please check out Wealth Invest LindeP value at risk, and the relationship between the jensen alpha and skewness , to decide if Wealth Invest LindeP will be following its historical returns.
Risk-Adjusted Performance
3 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Wealth Invest LindePartners are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Wealth Invest is not utilizing all of its potentials. The recent stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
Wealth |
Wealth Invest Relative Risk vs. Return Landscape
If you would invest 16,605 in Wealth Invest LindePartners on August 30, 2024 and sell it today you would earn a total of 175.00 from holding Wealth Invest LindePartners or generate 1.05% return on investment over 90 days. Wealth Invest LindePartners is generating 0.0359% of daily returns and assumes 0.7973% volatility on return distribution over the 90 days horizon. Simply put, 7% of stocks are less volatile than Wealth, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Wealth Invest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wealth Invest's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wealth Invest LindePartners, and traders can use it to determine the average amount a Wealth 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 = 0.045
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| Negative Returns | WEILPGVF |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Wealth Invest 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 Wealth Invest by adding it to a well-diversified portfolio.
Things to note about Wealth Invest LindeP performance evaluation
Checking the ongoing alerts about Wealth Invest for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wealth Invest LindeP help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Wealth Invest's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wealth Invest's stock performance include:- Analyzing Wealth 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 Wealth Invest's stock is overvalued or undervalued compared to its peers.
- Examining Wealth 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 Wealth Invest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wealth Invest's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wealth Invest's stock. These opinions can provide insight into Wealth Invest's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Wealth Stock Analysis
When running Wealth Invest's price analysis, check to measure Wealth 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 Wealth Invest is operating at the current time. Most of Wealth Invest's value examination focuses on studying past and present price action to predict the probability of Wealth 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 Wealth Invest's price. Additionally, you may evaluate how the addition of Wealth Invest to your portfolios can decrease your overall portfolio volatility.