KLP Aksje (Ireland) Manager Performance Evaluation
| 0P0001EIH6 | 1,815 3.39 0.19% |
The fund secures a Beta (Market Risk) of 0.0181, which conveys not very significant fluctuations relative to the market. As returns on the market increase, KLP Aksje's returns are expected to increase less than the market. However, during the bear market, the loss of holding KLP Aksje is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in KLP Aksje Fremvoksende are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather weak technical and fundamental indicators, KLP Aksje may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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KLP Aksje Relative Risk vs. Return Landscape
If you would invest 167,995 in KLP Aksje Fremvoksende on September 18, 2024 and sell it today you would earn a total of 13,502 from holding KLP Aksje Fremvoksende or generate 8.04% return on investment over 90 days. KLP Aksje Fremvoksende is generating 0.1256% of daily returns and assumes 0.7607% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than KLP, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
KLP Aksje Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for KLP Aksje's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as KLP Aksje Fremvoksende, and traders can use it to determine the average amount a KLP Aksje'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 = 0.1651
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| Cash | 0P0001EIH6 | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average KLP Aksje 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 KLP Aksje by adding it to a well-diversified portfolio.
Things to note about KLP Aksje Fremvoksende performance evaluation
Checking the ongoing alerts about KLP Aksje for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for KLP Aksje Fremvoksende help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating KLP Aksje's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate KLP Aksje's fund performance include:- Analyzing KLP Aksje'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 KLP Aksje's stock is overvalued or undervalued compared to its peers.
- Examining KLP Aksje'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 KLP Aksje's management team can have a significant impact on its success or failure. Reviewing the track record and experience of KLP Aksje's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of KLP Aksje's fund. These opinions can provide insight into KLP Aksje's potential for growth and whether the stock is currently undervalued or overvalued.
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |