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Financial Securities Balanced Scorecard

Report includes: 1 month(s) 49 day(s), from 14.11.2008 to 02.01.2009

  Name Start value End value Dynamic Contains
Root Financial Securities Balanced Scorecard 55 % 32,11 % -22,89 %
Risk-Return Perspective(24,8%, -24,37%Down)
Liquidity Perspective(34,3%, -39,75%Down)
Growth perspective(35%, -15,07%Down)
History and Past Performance Perspective(36,9%, -3,21%Down)

Graph for Financial Securities Balanced Scorecard

Graph for Financial Securities Balanced Scorecard

Data for Financial Securities Balanced Scorecard

DatesValue
14.11.200855
21.11.200857,01
28.11.200864,07
05.12.200847,99
12.12.200856,37
19.12.200844,15
26.12.200832,07
02.01.200932,11

Risk-Return Perspective

  Name Start value End value Dynamic Parent Contains
Root Risk-Return Perspective 49,19 % 24,82 % -24,37% Financial Securities Balanced Scorecard
Indicators
Sharpe ratio
Jenson's Alpha
Treynor Ratio
Volatility Comparison Index *
* - Information for this metric is limited in sample report Description This group of parameters is used to gauge the ability of security in giving 'risk adjusted return'.

Graph for Risk-Return Perspective

Graph for Risk-Return Perspective

Data for Risk-Return Perspective

DatesValueWeight
14.11.200849,193
21.11.200853,953
28.11.200866,263
05.12.200845,453
12.12.200859,363
19.12.200874,773
26.12.200844,323
02.01.200924,823

Sharpe ratio

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Sharpe ratio 1,26 1,312 + 0,052 # Maximize Risk-Return Perspective
Description This is calculated as the ratio of 'difference between annual return and risk free rate' to 'standard deviation of annual returns'. It gives an idea of how well the return received by an investor covers the risk taken by him.

Graph for Sharpe ratio

Graph for Sharpe ratio

Data for Sharpe ratio

DatesWeightMinMaxValue
14.11.20083151,26
21.11.20083153,32
28.11.20083153,844
05.12.20083153,704
12.12.20083154,936
19.12.20083154,324
26.12.20083152,064
02.01.20093151,312

Jenson's Alpha

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Jenson's Alpha 1,686 1,514 -0,172 # Maximize Risk-Return Perspective
Description This is a measure to know the excess return of a security, over and above the expected amount. The value can be obtained by using the formula- Portfolio return- (Risk free Rate+ Portfolio Beta *(Market Return - Risk Free Rate).

Graph for Jenson's Alpha

Graph for Jenson's Alpha

Data for Jenson's Alpha

DatesWeightMinMaxValue
14.11.20083121,686
21.11.20083121,607
28.11.20083121,521
05.12.20083121,407
12.12.20083121,552
19.12.20083121,802
26.12.20083121,616
02.01.20093121,514

Treynor Ratio

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Treynor Ratio 2,37 2,0425 -0,328 # Maximize Risk-Return Perspective
Description This is yet another measure to explore the relationship between risk and returns of a security. It is equal to the return earned by a security, above the risk-less investments. It is calculated by using the formula- (Portfolio Return -Risk free rate)/ Portfolio Beta.

Graph for Treynor Ratio

Graph for Treynor Ratio

Data for Treynor Ratio

DatesWeightMinMaxValue
14.11.200821,542,37
21.11.200821,542,8675
28.11.200821,542,695
05.12.200821,541,75
12.12.200821,543,1
19.12.200821,543,305
26.12.200821,542,84
02.01.200921,542,0425

Liquidity Perspective

  Name Start value End value Dynamic Parent Contains
Root Liquidity Perspective 74,06 % 34,31 % -39,75% Financial Securities Balanced Scorecard
Indicators
Cash ratio
Quick ratio
Current ratio
Operating Cash Flow ratio *
* - Information for this metric is limited in sample report Description This aspect helps the investor in judging the short- term ability of the investment instrument to pay off. Therefore has its utility for both, the investors and the organizations which are involved in issuing the given security.

Graph for Liquidity Perspective

Graph for Liquidity Perspective

Data for Liquidity Perspective

DatesValueWeight
14.11.200874,063
21.11.200875,663
28.11.200856,283
05.12.200853,173
12.12.200841,993
19.12.200815,533
26.12.200832,923
02.01.200934,313

Cash ratio

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Cash ratio 1,817 1,229 -0,588 # Maximize Liquidity Perspective
Description This gives the extent to which the current liabilities can be covered by current assets. The formula for calculating this is- Cash and Cash Equivalents/ Current liabilities

Graph for Cash ratio

Graph for Cash ratio

Data for Cash ratio

DatesWeightMinMaxValue
14.11.20083121,817
21.11.20083121,559
28.11.20083121,332
05.12.20083121,491
12.12.20083121,043
19.12.20083121,186
26.12.20083121,099
02.01.20093121,229

Quick ratio

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Quick ratio 4,751 2,552 -2,199 # Maximize Liquidity Perspective
Description It gives the ability to pay off an organization's current liabilities with current assets, excluding the inventory. It is better than the 'Cash ratio' as inventory (with very low liquidity) is not included in it.

Graph for Quick ratio

Graph for Quick ratio

Data for Quick ratio

DatesWeightMinMaxValue
14.11.20083254,751
21.11.20083254,745
28.11.20083254,058
05.12.20083254,07
12.12.20083254,82
19.12.20083252,039
26.12.20083252,051
02.01.20093252,552

Current ratio

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Current ratio 4,499 4,88 + 0,381 # Maximize Liquidity Perspective
Description This is the ability to pay short term obligations with short- term assets. The formula is- Current Assets/ Current liabilities

Graph for Current ratio

Graph for Current ratio

Data for Current ratio

DatesWeightMinMaxValue
14.11.20082254,499
21.11.20082254,001
28.11.20082254,073
05.12.20082254,409
12.12.20082252,807
19.12.20082252,264
26.12.20082254,112
02.01.20092254,88

Growth perspective

  Name Start value End value Dynamic Parent Contains
Root Growth perspective 50,06 % 34,99 % -15,07% Financial Securities Balanced Scorecard
Indicators
% rise in the organization's Turnover
Rating in the 'Market share Ranking Report'
'EPS rise' Index
% increase in the 'volume of shares traded' *
* - Information for this metric is limited in sample report Description This class of indicators looks after the progress in quantitative manner. By ensuring that the 'target values' are achieved, one can keep a track on the improvements being made.

Graph for Growth perspective

Graph for Growth perspective

Data for Growth perspective

DatesValueWeight
14.11.200850,062
21.11.200847,722
28.11.200860,772
05.12.200861,872
12.12.2008642
19.12.200840,352
26.12.200820,512
02.01.200934,992

% rise in the organization's Turnover

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % rise in the organization's Turnover 85,51 16,21 -69,3 % Maximize Growth perspective
Description This parameter is an indication of the progress the group is making in terms of total turnover of the activities.

Graph for % rise in the organization's Turnover

Graph for % rise in the organization's Turnover

Data for % rise in the organization's Turnover

DatesWeightMinMaxValue
14.11.200831010085,51
21.11.200831010038,44
28.11.200831010095,77
05.12.200831010089,29
12.12.200831010084,97
19.12.200831010053,65
26.12.200831010015,4
02.01.200931010016,21

Rating in the 'Market share Ranking Report'

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Rating in the 'Market share Ranking Report' 8,857 8,875 + 0,018 # Minimize Growth perspective
Description This parameter is equal to the position at which the organization stands, among top ten. This parameter's value is a combined reflector of the 'potential of the company as seen by the investors' and 'competitive position of group'.

Graph for Rating in the 'Market share Ranking Report'

Graph for Rating in the 'Market share Ranking Report'

Data for Rating in the 'Market share Ranking Report'

DatesWeightMinMaxValue
14.11.200821108,857
21.11.200821103,16
28.11.200821109,019
05.12.200821109,667
12.12.200821103,07
19.12.200821105,356
26.12.200821105,203
02.01.200921108,875

'EPS rise' Index

  Name Start value End value Dynamic Measure units Optimization method Parent
Root 'EPS rise' Index 0,3646 0,289 -0,0756 # Maximize Growth perspective
Description This parameter's value is the greatest concern of investors as it indicates the increase in the collection they have via the stocks held.

Graph for 'EPS rise' Index

Graph for 'EPS rise' Index

Data for 'EPS rise' Index

DatesWeightMinMaxValue
14.11.200820,110,3646
21.11.200820,110,1297
28.11.200820,110,937
05.12.200820,110,6787
12.12.200820,110,6643
19.12.200820,110,3835
26.12.200820,110,3475
02.01.200920,110,289

History and Past Performance Perspective

  Name Start value End value Dynamic Parent Contains
Root History and Past Performance Perspective 40,08 % 36,87 % -3,21% Financial Securities Balanced Scorecard
Indicators
% increase in the number of investors
% rise in the Return of security
Favourable Rating Index
Portfolio Inclusion Index *
* - Information for this metric is limited in sample report Description This category is to take care of the 'track record' of the given security. It comprisis of indicators which are very helpful in knowing the past performance level of the financial securities.

Graph for History and Past Performance Perspective

Graph for History and Past Performance Perspective

Data for History and Past Performance Perspective

DatesValueWeight
14.11.200840,082
21.11.200842,92
28.11.200875,752
05.12.200830,142
12.12.200865,812
19.12.200844,962
26.12.200823,992
02.01.200936,872

% increase in the number of investors

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % increase in the number of investors 64,99 29,89 -35,1 % Maximize History and Past Performance Perspective
Description It refers to % increase in the number of investors who have invested thier money in the financial securities through the organization. This indicator will help in getting an estimate of how it has performed since its introduction.

Graph for % increase in the number of investors

Graph for % increase in the number of investors

Data for % increase in the number of investors

DatesWeightMinMaxValue
14.11.200831010064,99
21.11.200831010020,53
28.11.200831010035,74
05.12.200831010034,39
12.12.200831010086,68
19.12.200831010017,38
26.12.200831010036,64
02.01.200931010029,89

% rise in the Return of security

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % rise in the Return of security 51,85 69,2 + 17,35 % Maximize History and Past Performance Perspective
Description This is the most significant reflector of progress attained by the 'investment instrument'.

Graph for % rise in the Return of security

Graph for % rise in the Return of security

Data for % rise in the Return of security

DatesWeightMinMaxValue
14.11.200835010051,85
21.11.200835010093,35
28.11.200835010097,15
05.12.200835010056,95
12.12.200835010067,95
19.12.200835010088,8
26.12.200835010057,55
02.01.200935010069,2

Favourable Rating Index

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Favourable Rating Index 1,837 3,817 + 1,98 Score Maximize History and Past Performance Perspective
Description The value of this parameter can be obtained by asking the investors to rate a given security as 'favourable' or 'unfavourable' (on a scale of 1 to 10).

Graph for Favourable Rating Index

Graph for Favourable Rating Index

Data for Favourable Rating Index

DatesWeightMinMaxValue
14.11.200821101,837
21.11.200821103,916
28.11.200821109,775
05.12.200821104,564
12.12.200821109,694
19.12.200821105,914
26.12.200821104,087
02.01.200921103,817
Created by: AKS-Labs
Report created with Balanced Scorecard Designer at 07.12.2008 15:26:48

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