Fundamental Invest (Denmark) Performance
| FUISP Stock | DKK 198.65 4.56 2.35% |
The firm shows a Beta (market volatility) of 0.0259, which means not very significant fluctuations relative to the market. As returns on the market increase, Fundamental Invest's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fundamental Invest is expected to be smaller as well. Fundamental Invest Stock has an expected return of -0.0936%. Please make sure to confirm Fundamental Invest Stock potential upside, as well as the relationship between the rate of daily change and period momentum indicator , to decide if Fundamental Invest Stock performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Fundamental Invest Stock has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Fundamental Invest is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Fundamental |
Fundamental Invest Relative Risk vs. Return Landscape
If you would invest 21,227 in Fundamental Invest Stock on January 30, 2024 and sell it today you would lose (1,362) from holding Fundamental Invest Stock or give up 6.42% of portfolio value over 90 days. Fundamental Invest Stock is generating negative expected returns and assumes 1.6096% volatility on return distribution over the 90 days horizon. Simply put, 14% of stocks are less volatile than Fundamental, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fundamental Invest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fundamental Invest's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Fundamental Invest Stock, and traders can use it to determine the average amount a Fundamental Invest'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 = -0.0581
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| Negative Returns | FUISP |
Estimated Market Risk
| 1.61 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fundamental Invest 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 Fundamental Invest by adding Fundamental Invest to a well-diversified portfolio.
About Fundamental Invest Performance
To evaluate Fundamental Invest Stock Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Fundamental Invest generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Fundamental Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Fundamental Invest Stock market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Fundamental's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Things to note about Fundamental Invest Stock performance evaluation
Checking the ongoing alerts about Fundamental Invest for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Fundamental Invest Stock help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fundamental Invest generated a negative expected return over the last 90 days |
- Analyzing Fundamental Invest'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 Fundamental Invest's stock is overvalued or undervalued compared to its peers.
- Examining Fundamental Invest'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 Fundamental Invest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fundamental Invest's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Fundamental Invest's stock. These opinions can provide insight into Fundamental Invest's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fundamental Invest Stock. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Complementary Tools for Fundamental Stock analysis
When running Fundamental Invest's price analysis, check to measure Fundamental Invest'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 Fundamental Invest is operating at the current time. Most of Fundamental Invest's value examination focuses on studying past and present price action to predict the probability of Fundamental Invest's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fundamental Invest's price. Additionally, you may evaluate how the addition of Fundamental Invest to your portfolios can decrease your overall portfolio volatility.
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