1nvest High (South Africa) Manager Performance Evaluation
| 0P00017ZB0 | 1.43 0.01 0.69% |
The fund shows a Beta (market volatility) of 0.24, which signifies not very significant fluctuations relative to the market. As returns on the market increase, 1nvest High's returns are expected to increase less than the market. However, during the bear market, the loss of holding 1nvest High is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in 1nvest High Equity are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, 1nvest High is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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1nvest High Relative Risk vs. Return Landscape
If you would invest 137.00 in 1nvest High Equity on September 13, 2024 and sell it today you would earn a total of 6.00 from holding 1nvest High Equity or generate 4.38% return on investment over 90 days. 1nvest High Equity is generating 0.0691% of daily returns and assumes 0.4559% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than 1nvest, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
1nvest High Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 1nvest High's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as 1nvest High Equity, and traders can use it to determine the average amount a 1nvest High'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 = 0.1515
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| Cash | 0P00017ZB0 | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.46 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average 1nvest High is performing at about 11% 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 1nvest High by adding it to a well-diversified portfolio.
Things to note about 1nvest High Equity performance evaluation
Checking the ongoing alerts about 1nvest High for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for 1nvest High Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 1nvest High Equity may become a speculative penny stock |
- Analyzing 1nvest High'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 1nvest High's stock is overvalued or undervalued compared to its peers.
- Examining 1nvest High'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 1nvest High's management team can have a significant impact on its success or failure. Reviewing the track record and experience of 1nvest High's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of 1nvest High's fund. These opinions can provide insight into 1nvest High's potential for growth and whether the stock is currently undervalued or overvalued.
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