BankInvest Virksomhedsoblig (Denmark) Manager Performance Evaluation
| BAIVOIGAKA | DKK 140.60 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0164, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning BankInvest Virksomhedsoblig are expected to decrease at a much lower rate. During the bear market, BankInvest Virksomhedsoblig is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days BankInvest Virksomhedsobligationer has generated negative risk-adjusted returns adding no value to fund investors. Despite nearly stable basic indicators, BankInvest Virksomhedsoblig is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
...more| Fifty Two Week Low | 149.35 | |
| Fifty Two Week High | 149.40 |
BankInvest |
BankInvest Virksomhedsoblig Relative Risk vs. Return Landscape
If you would invest 14,050 in BankInvest Virksomhedsobligationer on January 26, 2024 and sell it today you would earn a total of 10.00 from holding BankInvest Virksomhedsobligationer or generate 0.07% return on investment over 90 days. BankInvest Virksomhedsobligationer is generating 0.0015% of daily returns and assumes 0.2605% volatility on return distribution over the 90 days horizon. Simply put, 2% 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 |
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BankInvest Virksomhedsoblig Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BankInvest Virksomhedsoblig's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BankInvest Virksomhedsobligationer, and traders can use it to determine the average amount a BankInvest Virksomhedsoblig'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 = 0.0059
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| Negative Returns | BAIVOIGAKA |
Estimated Market Risk
| 0.26 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average BankInvest Virksomhedsoblig 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 BankInvest Virksomhedsoblig by adding BankInvest Virksomhedsoblig to a well-diversified portfolio.
About BankInvest Virksomhedsoblig Performance
To evaluate BankInvest Virksomhedsoblig 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 Virksomhedsoblig 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 Virksomhedsoblig 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 Virksomhedsoblig performance evaluation
Checking the ongoing alerts about BankInvest Virksomhedsoblig for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BankInvest Virksomhedsoblig help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating BankInvest Virksomhedsoblig's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BankInvest Virksomhedsoblig's fund performance include:- Analyzing BankInvest Virksomhedsoblig'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 Virksomhedsoblig's stock is overvalued or undervalued compared to its peers.
- Examining BankInvest Virksomhedsoblig'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 Virksomhedsoblig's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BankInvest Virksomhedsoblig's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BankInvest Virksomhedsoblig's fund. These opinions can provide insight into BankInvest Virksomhedsoblig'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 Virksomhedsobligationer. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Please note, there is a significant difference between BankInvest Virksomhedsoblig's value and its price as these two are different measures arrived at by different means. Investors typically determine if BankInvest Virksomhedsoblig is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BankInvest Virksomhedsoblig's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.