Nordea 1 (Ireland) Manager Performance Evaluation
| 0P0000YK6S | 406.84 1.34 0.33% |
The fund secures a Beta (Market Risk) of 0.41, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Nordea 1's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nordea 1 is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
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OK
Compared to the overall equity markets, risk-adjusted returns on investments in Nordea 1 are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Nordea 1 may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...moreNordea |
Nordea 1 Relative Risk vs. Return Landscape
If you would invest 38,076 in Nordea 1 on September 19, 2024 and sell it today you would earn a total of 2,608 from holding Nordea 1 or generate 6.85% return on investment over 90 days. Nordea 1 is generating 0.1049% of daily returns and assumes 0.7707% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than Nordea, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Nordea 1 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nordea 1's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Nordea 1 , and traders can use it to determine the average amount a Nordea 1'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 = 0.1361
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| Cash | 0P0000YK6S | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Nordea 1 is performing at about 10% 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 Nordea 1 by adding it to a well-diversified portfolio.
Things to note about Nordea 1 performance evaluation
Checking the ongoing alerts about Nordea 1 for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Nordea 1 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Nordea 1's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Nordea 1's fund performance include:- Analyzing Nordea 1'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 Nordea 1's stock is overvalued or undervalued compared to its peers.
- Examining Nordea 1'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 Nordea 1's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nordea 1's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Nordea 1's fund. These opinions can provide insight into Nordea 1's potential for growth and whether the stock is currently undervalued or overvalued.
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