Fundos De (Brazil) Manager Performance Evaluation
The fund shows a Beta (market volatility) of 1.82, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Fundos De will likely underperform.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Fundos de Investimento are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, Fundos De sustained solid returns over the last few months and may actually be approaching a breakup point.
...more| Fifty Two Week Low | 87.00 | |
| Fifty Two Week High | 107.00 |
Fundos |
Fundos De Relative Risk vs. Return Landscape
If you would invest 4,650 in Fundos de Investimento on September 16, 2024 and sell it today you would earn a total of 449.00 from holding Fundos de Investimento or generate 9.66% return on investment over 90 days. Fundos de Investimento is generating 0.2001% of daily returns and assumes 3.4262% volatility on return distribution over the 90 days horizon. Simply put, 30% of funds are less volatile than Fundos, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fundos De Current Valuation
Overvalued
Today
Please note that Fundos De's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Fundos de Investimento shows a prevailing Real Value of R$45.76 per share. The current price of the fund is R$50.99. We determine the value of Fundos de Investimento from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
Since Fundos De is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fundos Fund. However, Fundos De's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 50.99 | Real 45.76 | Hype 50.99 |
The real value of Fundos Fund, also known as its intrinsic value, is the underlying worth of Fundos de Investimento Fund, which is reflected in its stock price. It is based on Fundos De's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Fundos De's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Fundos de Investimento helps investors to forecast how Fundos fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Fundos De more accurately as focusing exclusively on Fundos De's fundamentals will not take into account other important factors: Fundos De Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fundos De's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Fundos de Investimento, and traders can use it to determine the average amount a Fundos De'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 = 0.0584
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FMOF11 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 3.43 actual daily | 30 70% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Fundos De 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 Fundos De by adding it to a well-diversified portfolio.
Fundos De Fundamentals Growth
Fundos Fund prices reflect investors' perceptions of the future prospects and financial health of Fundos De, and Fundos De 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 Fundos Fund performance.
| Shares Outstanding | 508.01 K | |||
About Fundos De Performance
By analyzing Fundos De's fundamental ratios, stakeholders can gain valuable insights into Fundos De's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Fundos De 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 Fundos De 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 Fundos de Investimento performance evaluation
Checking the ongoing alerts about Fundos De for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Fundos de Investimento help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fundos De had very high historical volatility over the last 90 days |
- Analyzing Fundos De'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 Fundos De's stock is overvalued or undervalued compared to its peers.
- Examining Fundos De'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 Fundos De's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fundos De's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Fundos De's fund. These opinions can provide insight into Fundos De's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fundos Fund
Fundos De financial ratios help investors to determine whether Fundos Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fundos with respect to the benefits of owning Fundos De security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |