PHENIXFIN (Germany) Performance
| Q29 Stock | 46.80 0.00 0.00% |
On a scale of 0 to 100, PHENIXFIN holds a performance score of 12. The company holds a Beta of 0.0116, which implies not very significant fluctuations relative to the market. As returns on the market increase, PHENIXFIN's returns are expected to increase less than the market. However, during the bear market, the loss of holding PHENIXFIN is expected to be smaller as well. Please check PHENIXFIN's information ratio, total risk alpha, and the relationship between the variance and jensen alpha , to make a quick decision on whether PHENIXFIN's historical price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in PHENIXFIN P DL are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, PHENIXFIN reported solid returns over the last few months and may actually be approaching a breakup point. ...more
PHENIXFIN |
PHENIXFIN Relative Risk vs. Return Landscape
If you would invest 4,100 in PHENIXFIN P DL on September 28, 2024 and sell it today you would earn a total of 580.00 from holding PHENIXFIN P DL or generate 14.15% return on investment over 90 days. PHENIXFIN P DL is currently producing 0.2231% returns and takes up 1.3881% volatility of returns over 90 trading days. Put another way, 12% of traded stocks are less volatile than PHENIXFIN, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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PHENIXFIN Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PHENIXFIN's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as PHENIXFIN P DL, and traders can use it to determine the average amount a PHENIXFIN'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 = 0.1607
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Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average PHENIXFIN is performing at about 12% 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 PHENIXFIN by adding it to a well-diversified portfolio.
About PHENIXFIN Performance
By analyzing PHENIXFIN's fundamental ratios, stakeholders can gain valuable insights into PHENIXFIN's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if PHENIXFIN has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if PHENIXFIN has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about PHENIXFIN P DL performance evaluation
Checking the ongoing alerts about PHENIXFIN for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for PHENIXFIN P DL help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating PHENIXFIN's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate PHENIXFIN's stock performance include:- Analyzing PHENIXFIN'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 PHENIXFIN's stock is overvalued or undervalued compared to its peers.
- Examining PHENIXFIN'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 PHENIXFIN's management team can have a significant impact on its success or failure. Reviewing the track record and experience of PHENIXFIN's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of PHENIXFIN's stock. These opinions can provide insight into PHENIXFIN's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for PHENIXFIN Stock analysis
When running PHENIXFIN's price analysis, check to measure PHENIXFIN'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 PHENIXFIN is operating at the current time. Most of PHENIXFIN's value examination focuses on studying past and present price action to predict the probability of PHENIXFIN's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PHENIXFIN's price. Additionally, you may evaluate how the addition of PHENIXFIN to your portfolios can decrease your overall portfolio volatility.
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