Investment Trust (India) Performance
| THEINVEST | 163.62 0.98 0.60% |
Investment Trust has a performance score of 4 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.19, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Investment Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding Investment Trust is expected to be smaller as well. Investment Trust right now retains a risk of 2.22%. Please check out Investment Trust potential upside, and the relationship between the total risk alpha and kurtosis , to decide if Investment Trust will be following its current trending patterns.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in The Investment Trust are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of rather weak technical and fundamental indicators, Investment Trust may actually be approaching a critical reversion point that can send shares even higher in September 2025. ...more
Last Split Factor 2:1 | Last Split Date 2006-03-21 |
1 | Templeton Emerging Markets Investment Trust Releases Quarterly Earnings Results - MarketBeat | 06/06/2025 |
2 | Allied Properties Real Estate Investment Trust Share Price Passes Above 200 Day Moving Average - Time to Sell - MarketBeat | 06/20/2025 |
3 | PennyMac Mortgage Investment Trust Declares Second Quarter 2025 Dividend for Its Common Shares - Business Wire | 06/25/2025 |
4 | Sime Armoyan Acquires 500 Shares of Morguard North American Residential Real Estate Investment Trust Stock - MarketBeat | 06/30/2025 |
5 | Stocks in play BSR Real Estate Investment Trust - Yahoo | 07/03/2025 |
6 | Gabelli Equity Trust stock hits 52-week high at 5.93 USD - Investing.com Canada | 07/10/2025 |
7 | Templeton Emerging Markets Investment Trust Sets New 12-Month High - Heres Why - MarketBeat | 07/14/2025 |
8 | What analysts say about PennyMac Mortgage Investment Trust stock - Free Stock Market Trend Analysis - Jammu Links News | 07/18/2025 |
9 | What drives PennyMac Mortgage Investment Trust stock price - Rapid profit acceleration - Autocar Professional | 07/21/2025 |
10 | Are bitcoin treasuries mirroring the 1929 investment trust collapse - Protos Informed crypto news | 07/25/2025 |
11 | CT Real Estate Investment Trust Increases Dividend to 0.08 Per Share - MarketBeat | 07/30/2025 |
| Begin Period Cash Flow | 941.1 M | |
| Total Cashflows From Investing Activities | 29.6 M |
Investment |
Investment Trust Relative Risk vs. Return Landscape
If you would invest 15,108 in The Investment Trust on May 3, 2025 and sell it today you would earn a total of 1,156 from holding The Investment Trust or generate 7.65% return on investment over 90 days. The Investment Trust is generating 0.1376% of daily returns and assumes 2.2192% volatility on return distribution over the 90 days horizon. Simply put, 19% of stocks are less volatile than Investment, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Investment Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Investment Trust's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Investment Trust, and traders can use it to determine the average amount a Investment Trust'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 = 0.062
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| Cash | Small Risk | THEINVEST | High Risk | Huge Risk |
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Estimated Market Risk
| 2.22 actual daily | 19 81% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Investment Trust is performing at about 4% 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 Investment Trust by adding it to a well-diversified portfolio.
Investment Trust Fundamentals Growth
Investment Stock prices reflect investors' perceptions of the future prospects and financial health of Investment Trust, and Investment Trust 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 Investment Stock performance.
| Return On Equity | 0.0638 | ||||
| Return On Asset | 0.0323 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.17 % | ||||
| Current Valuation | 6.98 B | ||||
| Shares Outstanding | 52.24 M | ||||
| Price To Book | 1.24 X | ||||
| Price To Sales | 2.72 X | ||||
| Revenue | 3.16 B | ||||
| Gross Profit | 3.16 B | ||||
| EBITDA | 696.01 M | ||||
| Net Income | 425.34 M | ||||
| Cash And Equivalents | 755.67 M | ||||
| Total Debt | 2.96 M | ||||
| Book Value Per Share | 134.87 X | ||||
| Cash Flow From Operations | 1.25 B | ||||
| Earnings Per Share | 7.53 X | ||||
| Total Asset | 15.42 B | ||||
| Retained Earnings | 1.48 B | ||||
About Investment Trust Performance
By analyzing Investment Trust's fundamental ratios, stakeholders can gain valuable insights into Investment Trust's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Investment Trust 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 Investment Trust has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Investment Trust is entity of India. It is traded as Stock on NSE exchange.Things to note about Investment Trust performance evaluation
Checking the ongoing alerts about Investment Trust for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Investment Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Investment Trust is unlikely to experience financial distress in the next 2 years | |
| About 87.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: CT Real Estate Investment Trust Increases Dividend to 0.08 Per Share - MarketBeat |
- Analyzing Investment Trust'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 Investment Trust's stock is overvalued or undervalued compared to its peers.
- Examining Investment Trust'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 Investment Trust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Investment Trust's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Investment Trust's stock. These opinions can provide insight into Investment Trust's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Investment Stock analysis
When running Investment Trust's price analysis, check to measure Investment Trust'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 Investment Trust is operating at the current time. Most of Investment Trust's value examination focuses on studying past and present price action to predict the probability of Investment Trust's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Investment Trust's price. Additionally, you may evaluate how the addition of Investment Trust to your portfolios can decrease your overall portfolio volatility.
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