Wealth Invest (Denmark) Performance
| WEKSTPLSI | DKK 175.00 0.10 0.06% |
The firm maintains a market beta of -0.26, 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. At this point, Wealth Invest AKL has a negative expected return of -0.19%. Please make sure to check out Wealth Invest's mean deviation, total risk alpha, as well as the relationship between the Total Risk Alpha and rate of daily change , to decide if Wealth Invest AKL performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Wealth Invest AKL has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's basic indicators remain persistent and the latest mess on Wall Street may also be a sign of long-standing gains for the company institutional investors. ...more
| Fifty Two Week Low | 196.00 | |
| Fifty Two Week High | 196.00 |
Wealth |
Wealth Invest Relative Risk vs. Return Landscape
If you would invest 17,770 in Wealth Invest AKL on August 30, 2024 and sell it today you would lose (655.00) from holding Wealth Invest AKL or give up 3.69% of portfolio value over 90 days. Wealth Invest AKL is generating negative expected returns and assumes 1.6837% volatility on return distribution over the 90 days horizon. Simply put, 14% 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 AKL, 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 = -0.1158
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WEKSTPLSI |
Estimated Market Risk
| 1.68 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wealth Invest 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 Wealth Invest by adding Wealth Invest to a well-diversified portfolio.
About Wealth Invest Performance
By examining Wealth Invest's fundamental ratios, stakeholders can obtain critical insights into Wealth Invest's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Wealth Invest is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Things to note about Wealth Invest AKL 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 AKL help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wealth Invest AKL generated a negative expected return over the last 90 days |
- 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.
Other Information on Investing in Wealth Stock
Wealth Invest financial ratios help investors to determine whether Wealth Stock 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 Wealth with respect to the benefits of owning Wealth Invest security.