Schroder Total Return Manager Performance
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Schroder Total are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Schroder Total Return has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Schroder Total is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 9.57 | |
| Fifty Two Week High | 10.70 | |
| Annual Report Expense Ratio | 0.40% |
Schroder |
Schroder Total Relative Risk vs. Return Landscape
If you would invest (100.00) in Schroder Total Return on January 17, 2024 and sell it today you would earn a total of 100.00 from holding Schroder Total Return or generate -100.0% return on investment over 90 days. Schroder Total Return is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Schroder, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Schroder Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schroder Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Schroder Total Return, and traders can use it to determine the average amount a Schroder Total'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 = 0.0
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Based on monthly moving average Schroder Total 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 Schroder Total by adding Schroder Total to a well-diversified portfolio.
Schroder Total Fundamentals Growth
Schroder Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Schroder Total, and Schroder Total 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 Schroder Mutual Fund performance.
| Total Asset | 43.9 M | |||
Things to note about Schroder Total Return performance evaluation
Checking the ongoing alerts about Schroder Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Schroder Total Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Schroder Total is not yet fully synchronised with the market data | |
| Schroder Total has some characteristics of a very speculative penny stock | |
| Schroder Total has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains about 96.74% of its assets in bonds |
- Analyzing Schroder Total'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 Schroder Total's stock is overvalued or undervalued compared to its peers.
- Examining Schroder Total'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 Schroder Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schroder Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Schroder Total's mutual fund. These opinions can provide insight into Schroder Total's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
Other Consideration for investing in Schroder Mutual Fund
If you are still planning to invest in Schroder Total Return check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Schroder Total's history and understand the potential risks before investing.
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