Habitat Ii (Brazil) Manager Performance Evaluation
| HABT11 Fund | BRL 78.25 0.45 0.57% |
The fund retains a Market Volatility (i.e., Beta) of -0.09, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Habitat Ii are expected to decrease at a much lower rate. During the bear market, Habitat Ii is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Habitat Ii are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak fundamental drivers, Habitat Ii sustained solid returns over the last few months and may actually be approaching a breakup point.
...more| Fifty Two Week High | 130.81 |
Habitat |
Habitat Ii Relative Risk vs. Return Landscape
If you would invest 6,319 in Habitat Ii on December 19, 2024 and sell it today you would earn a total of 1,506 from holding Habitat Ii or generate 23.83% return on investment over 90 days. Habitat Ii is generating 0.3752% of daily returns and assumes 1.5946% volatility on return distribution over the 90 days horizon. Simply put, 14% of funds are less volatile than Habitat, and 93% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Habitat Ii Current Valuation
Overvalued
Today
Please note that Habitat Ii's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Habitat Ii retains a regular Real Value of R$68.86 per share. The prevalent price of the fund is R$78.25. We determine the value of Habitat Ii from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will come together.
Since Habitat Ii is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Habitat Fund. However, Habitat Ii'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 78.25 | Real 68.86 | Hype 78.7 | Naive 80.02 |
The real value of Habitat Fund, also known as its intrinsic value, is the underlying worth of Habitat Ii Fund, which is reflected in its stock price. It is based on Habitat Ii's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Habitat Ii'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 Habitat Ii helps investors to forecast how Habitat 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 Habitat Ii more accurately as focusing exclusively on Habitat Ii's fundamentals will not take into account other important factors: Habitat Ii Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Habitat Ii's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Habitat Ii , and traders can use it to determine the average amount a Habitat Ii'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 = 0.2353
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HABT11 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.59 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.38 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Habitat Ii is performing at about 18% 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 Habitat Ii by adding it to a well-diversified portfolio.
Habitat Ii Fundamentals Growth
Habitat Fund prices reflect investors' perceptions of the future prospects and financial health of Habitat Ii, and Habitat Ii 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 Habitat Fund performance.
| Shares Outstanding | 3.83 M | |||
About Habitat Ii Performance
By analyzing Habitat Ii's fundamental ratios, stakeholders can gain valuable insights into Habitat Ii's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Habitat Ii 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 Habitat Ii 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 Habitat Ii performance evaluation
Checking the ongoing alerts about Habitat Ii for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Habitat Ii help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Habitat Ii's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Habitat Ii's fund performance include:- Analyzing Habitat Ii'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 Habitat Ii's stock is overvalued or undervalued compared to its peers.
- Examining Habitat Ii'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 Habitat Ii's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Habitat Ii's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Habitat Ii's fund. These opinions can provide insight into Habitat Ii's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Habitat Fund
Habitat Ii financial ratios help investors to determine whether Habitat 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 Habitat with respect to the benefits of owning Habitat Ii security.
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