IBI Mutual (Israel) Performance
| IBITEC-F | 65.30 0.40 0.61% |
IBI Mutual has a performance score of 4 on a scale of 0 to 100. The firm retains a Market Volatility (i.e., Beta) of 0.54, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IBI Mutual's returns are expected to increase less than the market. However, during the bear market, the loss of holding IBI Mutual is expected to be smaller as well. IBI Mutual Funds at this time retains a risk of 1.48%. Please check out IBI Mutual total risk alpha, expected short fall, market facilitation index, as well as the relationship between the value at risk and daily balance of power , to decide if IBI Mutual will be following its current trending patterns.
Risk-Adjusted Performance
4 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in IBI Mutual Funds are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong technical and fundamental indicators, IBI Mutual is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
IBI |
IBI Mutual Relative Risk vs. Return Landscape
If you would invest 6,310 in IBI Mutual Funds on March 12, 2024 and sell it today you would earn a total of 220.00 from holding IBI Mutual Funds or generate 3.49% return on investment over 90 days. IBI Mutual Funds is generating 0.0837% of daily returns and assumes 1.4815% volatility on return distribution over the 90 days horizon. Simply put, 13% of stocks are less volatile than IBI, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IBI Mutual Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IBI Mutual's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as IBI Mutual Funds, and traders can use it to determine the average amount a IBI Mutual'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 = 0.0565
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| Cash | Small Risk | IBITEC-F | High Risk | Huge Risk |
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Estimated Market Risk
| 1.48 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average IBI Mutual is performing at about 4% 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 IBI Mutual by adding it to a well-diversified portfolio.
About IBI Mutual Performance
To evaluate IBI Mutual Funds Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when IBI Mutual 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 IBI Stock'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 IBI Mutual Funds market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents IBI'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 IBI Mutual Funds performance evaluation
Checking the ongoing alerts about IBI Mutual for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for IBI Mutual Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating IBI Mutual's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate IBI Mutual's stock performance include:- Analyzing IBI Mutual'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 IBI Mutual's stock is overvalued or undervalued compared to its peers.
- Examining IBI Mutual'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 IBI Mutual's management team can have a significant impact on its success or failure. Reviewing the track record and experience of IBI Mutual's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of IBI Mutual's stock. These opinions can provide insight into IBI Mutual's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for IBI Stock analysis
When running IBI Mutual's price analysis, check to measure IBI Mutual'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 IBI Mutual is operating at the current time. Most of IBI Mutual's value examination focuses on studying past and present price action to predict the probability of IBI Mutual's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IBI Mutual's price. Additionally, you may evaluate how the addition of IBI Mutual to your portfolios can decrease your overall portfolio volatility.
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