CXFI Caixa (Brazil) Manager Performance Evaluation
| CXRI11 Fund | BRL 64.05 2.93 4.37% |
The fund shows a Beta (market volatility) of -0.0767, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning CXFI Caixa are expected to decrease at a much lower rate. During the bear market, CXFI Caixa is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days CXFI Caixa has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, CXFI Caixa is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 935.00 | |
| Fifty Two Week High | 1,088.88 |
CXFI |
CXFI Caixa Relative Risk vs. Return Landscape
If you would invest 6,770 in CXFI Caixa on December 20, 2024 and sell it today you would lose (365.00) from holding CXFI Caixa or give up 5.39% of portfolio value over 90 days. CXFI Caixa is generating negative expected returns and assumes 2.8188% volatility on return distribution over the 90 days horizon. Simply put, 25% of funds are less volatile than CXFI, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CXFI Caixa Current Valuation
Overvalued
Today
Please note that CXFI Caixa's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is overvalued. CXFI Caixa shows a prevailing Real Value of R$61.16 per share. The current price of the fund is R$64.05. Our model approximates the value of CXFI Caixa from analyzing the entity technical indicators and probability of bankruptcy. In general, investors favor taking in undervalued funds and trading overvalued funds since, at some point future time, fund prices and their ongoing real values will blend.
Since CXFI Caixa is currently traded on the exchange, buyers and sellers on that exchange determine the market value of CXFI Fund. However, CXFI Caixa'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 64.05 | Real 61.16 | Hype 66.98 | Naive 67.94 |
The real value of CXFI Fund, also known as its intrinsic value, is the underlying worth of CXFI Caixa Fund, which is reflected in its stock price. It is based on CXFI Caixa's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of CXFI Caixa'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 CXFI Caixa helps investors to forecast how CXFI 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 CXFI Caixa more accurately as focusing exclusively on CXFI Caixa's fundamentals will not take into account other important factors: CXFI Caixa Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CXFI Caixa's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CXFI Caixa, and traders can use it to determine the average amount a CXFI Caixa'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 = -0.02
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CXRI11 |
Estimated Market Risk
| 2.82 actual daily | 25 75% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average CXFI Caixa 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 CXFI Caixa by adding CXFI Caixa to a well-diversified portfolio.
CXFI Caixa Fundamentals Growth
CXFI Fund prices reflect investors' perceptions of the future prospects and financial health of CXFI Caixa, and CXFI Caixa 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 CXFI Fund performance.
About CXFI Caixa Performance
By analyzing CXFI Caixa's fundamental ratios, stakeholders can gain valuable insights into CXFI Caixa's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if CXFI Caixa 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 CXFI Caixa 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 CXFI Caixa performance evaluation
Checking the ongoing alerts about CXFI Caixa for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CXFI Caixa help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| CXFI Caixa generated a negative expected return over the last 90 days |
- Analyzing CXFI Caixa'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 CXFI Caixa's stock is overvalued or undervalued compared to its peers.
- Examining CXFI Caixa'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 CXFI Caixa's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CXFI Caixa's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CXFI Caixa's fund. These opinions can provide insight into CXFI Caixa's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in CXFI Fund
CXFI Caixa financial ratios help investors to determine whether CXFI 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 CXFI with respect to the benefits of owning CXFI Caixa security.
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