KILIMA VOLKANO (Brazil) Manager Performance Evaluation
| KIVO11 Fund | 71.83 0.47 0.65% |
The fund secures a Beta (Market Risk) of -0.0493, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning KILIMA VOLKANO are expected to decrease at a much lower rate. During the bear market, KILIMA VOLKANO is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days KILIMA VOLKANO RECEBVEIS has generated negative risk-adjusted returns adding no value to fund investors. Despite latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreKILIMA |
KILIMA VOLKANO Relative Risk vs. Return Landscape
If you would invest 8,067 in KILIMA VOLKANO RECEBVEIS on September 5, 2024 and sell it today you would lose (884.00) from holding KILIMA VOLKANO RECEBVEIS or give up 10.96% of portfolio value over 90 days. KILIMA VOLKANO RECEBVEIS is generating negative expected returns and assumes 1.7826% volatility on return distribution over the 90 days horizon. Simply put, 15% of funds are less volatile than KILIMA, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
KILIMA VOLKANO Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for KILIMA VOLKANO's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as KILIMA VOLKANO RECEBVEIS, and traders can use it to determine the average amount a KILIMA VOLKANO'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 = -0.098
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | KIVO11 |
Estimated Market Risk
| 1.78 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average KILIMA VOLKANO 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 KILIMA VOLKANO by adding KILIMA VOLKANO to a well-diversified portfolio.
Things to note about KILIMA VOLKANO RECEBVEIS performance evaluation
Checking the ongoing alerts about KILIMA VOLKANO for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for KILIMA VOLKANO RECEBVEIS help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| KILIMA VOLKANO generated a negative expected return over the last 90 days |
- Analyzing KILIMA VOLKANO'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 KILIMA VOLKANO's stock is overvalued or undervalued compared to its peers.
- Examining KILIMA VOLKANO'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 KILIMA VOLKANO's management team can have a significant impact on its success or failure. Reviewing the track record and experience of KILIMA VOLKANO's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of KILIMA VOLKANO's fund. These opinions can provide insight into KILIMA VOLKANO's potential for growth and whether the stock is currently undervalued or overvalued.
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