ASA METROPOLIS (Brazil) Manager Performance Evaluation
| ASMT11 Fund | 35.76 1.43 4.17% |
The fund owns a Beta (Systematic Risk) of -0.21, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning ASA METROPOLIS are expected to decrease at a much lower rate. During the bear market, ASA METROPOLIS is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days ASA METROPOLIS FUNDO has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong primary indicators, ASA METROPOLIS is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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ASA METROPOLIS Relative Risk vs. Return Landscape
If you would invest 3,860 in ASA METROPOLIS FUNDO on September 12, 2024 and sell it today you would lose (284.00) from holding ASA METROPOLIS FUNDO or give up 7.36% of portfolio value over 90 days. ASA METROPOLIS FUNDO is generating negative expected returns and assumes 2.5552% volatility on return distribution over the 90 days horizon. Simply put, 22% of funds are less volatile than ASA, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
ASA METROPOLIS Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for ASA METROPOLIS's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as ASA METROPOLIS FUNDO, and traders can use it to determine the average amount a ASA METROPOLIS'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 = -0.0357
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| Negative Returns | ASMT11 |
Estimated Market Risk
| 2.56 actual daily | 22 78% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average ASA METROPOLIS 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 ASA METROPOLIS by adding ASA METROPOLIS to a well-diversified portfolio.
Things to note about ASA METROPOLIS FUNDO performance evaluation
Checking the ongoing alerts about ASA METROPOLIS for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for ASA METROPOLIS FUNDO help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| ASA METROPOLIS FUNDO generated a negative expected return over the last 90 days |
- Analyzing ASA METROPOLIS'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 ASA METROPOLIS's stock is overvalued or undervalued compared to its peers.
- Examining ASA METROPOLIS'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 ASA METROPOLIS's management team can have a significant impact on its success or failure. Reviewing the track record and experience of ASA METROPOLIS's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of ASA METROPOLIS's fund. These opinions can provide insight into ASA METROPOLIS's potential for growth and whether the stock is currently undervalued or overvalued.
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