BankInvest Korte (Denmark) Manager Performance Evaluation
BAIKDOBA | DKK 87.84 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0467, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning BankInvest Korte are expected to decrease at a much lower rate. During the bear market, BankInvest Korte is likely to outperform the market.
Risk-Adjusted Performance
2 of 100
Low | High |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in BankInvest Korte Danske are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong fundamental indicators, BankInvest Korte is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreFifty Two Week Low | 90.94 | |
Fifty Two Week High | 90.96 |
BankInvest |
BankInvest Korte Relative Risk vs. Return Landscape
If you would invest 8,758 in BankInvest Korte Danske on December 30, 2023 and sell it today you would earn a total of 26.00 from holding BankInvest Korte Danske or generate 0.3% return on investment over 90 days. BankInvest Korte Danske is generating 0.0051% of daily returns and assumes 0.1714% volatility on return distribution over the 90 days horizon. Simply put, 1% of funds are less volatile than BankInvest, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
Risk |
BankInvest Korte Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BankInvest Korte's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BankInvest Korte Danske, and traders can use it to determine the average amount a BankInvest Korte'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 = 0.0296
Best Portfolio | Best Equity | |||
Good Returns | ||||
Average Returns | ||||
Small Returns | ||||
Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | BAIKDOBA |
Estimated Market Risk
0.17 actual daily | 1 99% of assets are more volatile |
Expected Return
0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average BankInvest Korte is performing at about 2% 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 BankInvest Korte by adding it to a well-diversified portfolio.
About BankInvest Korte Performance
To evaluate BankInvest Korte Danske Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when BankInvest Korte generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare BankInvest Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand BankInvest Korte Danske market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents BankInvest's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Things to note about BankInvest Korte Danske performance evaluation
Checking the ongoing alerts about BankInvest Korte for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BankInvest Korte Danske help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating BankInvest Korte's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BankInvest Korte's fund performance include:- Analyzing BankInvest Korte'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 BankInvest Korte's stock is overvalued or undervalued compared to its peers.
- Examining BankInvest Korte'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 BankInvest Korte's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BankInvest Korte's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BankInvest Korte's fund. These opinions can provide insight into BankInvest Korte's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BankInvest Korte Danske. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the BankInvest Korte Danske information on this page should be used as a complementary analysis to other BankInvest Korte's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Complementary Tools for BankInvest Fund analysis
When running BankInvest Korte's price analysis, check to measure BankInvest Korte'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 BankInvest Korte is operating at the current time. Most of BankInvest Korte's value examination focuses on studying past and present price action to predict the probability of BankInvest Korte's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BankInvest Korte's price. Additionally, you may evaluate how the addition of BankInvest Korte to your portfolios can decrease your overall portfolio volatility.
Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |