Cshg Jhsf (Brazil) Manager Performance Evaluation
| HGPO11 Fund | 129.30 1.70 1.30% |
The fund shows a Beta (market volatility) of 0.12, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Cshg Jhsf's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cshg Jhsf is expected to be smaller as well.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Cshg Jhsf Prime are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Cshg Jhsf is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCshg |
Cshg Jhsf Relative Risk vs. Return Landscape
If you would invest 12,348 in Cshg Jhsf Prime on December 13, 2024 and sell it today you would earn a total of 582.00 from holding Cshg Jhsf Prime or generate 4.71% return on investment over 90 days. Cshg Jhsf Prime is generating 0.0826% of daily returns and assumes 0.9633% volatility on return distribution over the 90 days horizon. Simply put, 8% of funds are less volatile than Cshg, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Cshg Jhsf Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cshg Jhsf's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Cshg Jhsf Prime, and traders can use it to determine the average amount a Cshg Jhsf'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 = 0.0858
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | HGPO11 | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.96 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Cshg Jhsf is performing at about 6% 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 Cshg Jhsf by adding it to a well-diversified portfolio.
Things to note about Cshg Jhsf Prime performance evaluation
Checking the ongoing alerts about Cshg Jhsf for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Cshg Jhsf Prime help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Cshg Jhsf's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Cshg Jhsf's fund performance include:- Analyzing Cshg Jhsf'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 Cshg Jhsf's stock is overvalued or undervalued compared to its peers.
- Examining Cshg Jhsf'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 Cshg Jhsf's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cshg Jhsf's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Cshg Jhsf's fund. These opinions can provide insight into Cshg Jhsf's potential for growth and whether the stock is currently undervalued or overvalued.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |