MBI Administradora (Chile) Manager Performance Evaluation
| CFIMBDPC-E | CLP 22,215 162.80 0.74% |
The entity secures a Beta (Market Risk) of -0.23, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning MBI Administradora are expected to decrease at a much lower rate. During the bear market, MBI Administradora is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days MBI Administradora General has generated negative risk-adjusted returns adding no value to fund investors. Even with latest fragile performance, the Fund's basic indicators remain invariable and the latest agitation on Wall Street may also be a sign of long-running gains for the fund retail investors.
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MBI Administradora Relative Risk vs. Return Landscape
If you would invest 2,433,064 in MBI Administradora General on December 14, 2024 and sell it today you would lose (211,563) from holding MBI Administradora General or give up 8.7% of portfolio value over 90 days. MBI Administradora General is generating negative expected returns and assumes 2.3615% volatility on return distribution over the 90 days horizon. Simply put, 21% of funds are less volatile than MBI, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
MBI Administradora Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for MBI Administradora's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as MBI Administradora General, and traders can use it to determine the average amount a MBI Administradora'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 = -0.0505
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CFIMBDPC-E |
Estimated Market Risk
| 2.36 actual daily | 21 79% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average MBI Administradora 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 MBI Administradora by adding MBI Administradora to a well-diversified portfolio.
About MBI Administradora Performance
Assessing MBI Administradora's fundamental ratios provides investors with valuable insights into MBI Administradora's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the MBI Administradora is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about MBI Administradora performance evaluation
Checking the ongoing alerts about MBI Administradora for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for MBI Administradora help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| MBI Administradora generated a negative expected return over the last 90 days |
- Analyzing MBI Administradora'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 MBI Administradora's stock is overvalued or undervalued compared to its peers.
- Examining MBI Administradora'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 MBI Administradora's management team can have a significant impact on its success or failure. Reviewing the track record and experience of MBI Administradora's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of MBI Administradora's fund. These opinions can provide insight into MBI Administradora's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in MBI Fund
MBI Administradora financial ratios help investors to determine whether MBI 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 MBI with respect to the benefits of owning MBI Administradora security.
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