DOLFINES (Germany) Performance
| JPZ0 Stock | 1.50 0.04 2.74% |
DOLFINES holds a performance score of 13 on a scale of zero to a hundred. The firm shows a Beta (market volatility) of 3.51, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, DOLFINES will likely underperform. Use DOLFINES standard deviation, total risk alpha, treynor ratio, as well as the relationship between the jensen alpha and sortino ratio , to analyze future returns on DOLFINES.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in DOLFINES SA EO are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite nearly uncertain basic indicators, DOLFINES reported solid returns over the last few months and may actually be approaching a breakup point. ...more
DOLFINES |
DOLFINES Relative Risk vs. Return Landscape
If you would invest 100.00 in DOLFINES SA EO on September 17, 2024 and sell it today you would earn a total of 50.00 from holding DOLFINES SA EO or generate 50.0% return on investment over 90 days. DOLFINES SA EO is generating 12.1787% of daily returns assuming 68.9616% volatility of returns over the 90 days investment horizon. Simply put, majority of traded equity instruments are less risky than DOLFINES on the basis of their historical return distribution, and most equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
DOLFINES Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for DOLFINES's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as DOLFINES SA EO, and traders can use it to determine the average amount a DOLFINES'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 = 0.1766
| Best Portfolio | Best Equity | JPZ0 | ||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 68.96 actual daily | 96 96% of assets are less volatile |
Expected Return
| 5.01 actual daily | 96 96% of assets have lower returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average DOLFINES is performing at about 13% 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 DOLFINES by adding it to a well-diversified portfolio.
Things to note about DOLFINES SA EO performance evaluation
Checking the ongoing alerts about DOLFINES for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for DOLFINES SA EO help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| DOLFINES SA EO is way too risky over 90 days horizon | |
| DOLFINES SA EO may become a speculative penny stock | |
| DOLFINES SA EO appears to be risky and price may revert if volatility continues |
- Analyzing DOLFINES'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 DOLFINES's stock is overvalued or undervalued compared to its peers.
- Examining DOLFINES'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 DOLFINES's management team can have a significant impact on its success or failure. Reviewing the track record and experience of DOLFINES's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of DOLFINES's stock. These opinions can provide insight into DOLFINES's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for DOLFINES Stock analysis
When running DOLFINES's price analysis, check to measure DOLFINES'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 DOLFINES is operating at the current time. Most of DOLFINES's value examination focuses on studying past and present price action to predict the probability of DOLFINES's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move DOLFINES's price. Additionally, you may evaluate how the addition of DOLFINES to your portfolios can decrease your overall portfolio volatility.
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |