Optimal - Globale Aktier Kapitalindkomst
Do you own Optimal - Globale Aktier Kapitalindkomst, or are you thinking about it?
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Super Stock+59.1%In short
- Optimal - Globale Aktier Kapitalindkomst has risen 20.1% over the past year, including dividends.
- The trend over the past year is better than 79% of funds and ETFs.
- The largest fall over the past three years was 20.7%. The price is 0.9% below its peak now.
Quality, value and trend
Quality is about the company, value about the price you pay, and trend about the share price. Each pillar shows the numbers it is built on. Quality and value come from the shares the fund owns. We cannot see this fund's holdings yet, so here are its trend and risk.
- Debt to equityBorrowings divided by equity–
- Asset turnoverSales divided by everything the company owns–
- Return on equityProfit divided by equity–
- Cash conversionOperating cash flow divided by profit–
The ranking is built on equity ratio, ROA and how steadily profit grows.
- P/BPrice divided by equity–
- P/SPrice divided by sales–
- P/EPrice divided by earnings–
- P/CFPrice divided by operating cash flow–
The ranking is built on P/E, P/B and P/S.
- 3 months+4.5%
- 6 months+13.2%
- 9 months+13.4%
- 12 months+20.1%
The ranking is built on 3, 6 and 12–1 months.
Return and risk
Return with dividends reinvested.
About the fund
Optimal - Globale Aktier Kapitalindkomst is a fund traded in DKK.
See the full analysis in InvestWiser.
The charts, holdings and the comparison with other funds are in the app.
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