Legal General (UK) Performance
| DS2P Etf | 76.08 0.92 1.19% |
The etf secures a Beta (Market Risk) of -0.21, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Legal General are expected to decrease at a much lower rate. During the bear market, Legal General is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Legal General UCITS has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Etf's basic indicators remain comparatively stable which may send shares a bit higher in January 2025. The newest uproar may also be a sign of mid-term up-swing for the exchange-traded fund private investors. ...more
| In Threey Sharp Ratio | -0.57 |
Legal |
Legal General Relative Risk vs. Return Landscape
If you would invest 8,855 in Legal General UCITS on September 5, 2024 and sell it today you would lose (1,247) from holding Legal General UCITS or give up 14.08% of portfolio value over 90 days. Legal General UCITS is generating negative expected returns and assumes 1.8202% volatility on return distribution over the 90 days horizon. Simply put, 16% of etfs are less volatile than Legal, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Legal General Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Legal General's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Legal General UCITS, and traders can use it to determine the average amount a Legal General'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 = -0.1192
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| Negative Returns | DS2P |
Estimated Market Risk
| 1.82 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Legal General is not performing at its full potential. However, 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 Legal General by adding Legal General to a well-diversified portfolio.
Legal General Fundamentals Growth
Legal Etf prices reflect investors' perceptions of the future prospects and financial health of Legal General, and Legal General fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Legal Etf performance.
About Legal General Performance
Assessing Legal General's fundamental ratios provides investors with valuable insights into Legal General's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Legal General is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Legal General is entity of United Kingdom. It is traded as Etf on LSE exchange.| Legal General UCITS generated a negative expected return over the last 90 days | |
| This fund generated-22.0 ten year return of -22.0% |
Other Information on Investing in Legal Etf
Legal General financial ratios help investors to determine whether Legal Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Legal with respect to the benefits of owning Legal General security.