LIFE CAPITAL (Brazil) Manager Performance Evaluation
| LIFE11 Fund | 8.42 0.17 1.98% |
The fund secures a Beta (Market Risk) of 0.4, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, LIFE CAPITAL's returns are expected to increase less than the market. However, during the bear market, the loss of holding LIFE CAPITAL is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days LIFE CAPITAL PARTNERS has generated negative risk-adjusted returns adding no value to fund investors. Despite weak performance in the last few months, the Fund's technical and fundamental indicators remain somewhat strong which may send shares a bit higher in February 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...moreLIFE |
LIFE CAPITAL Relative Risk vs. Return Landscape
If you would invest 985.00 in LIFE CAPITAL PARTNERS on October 7, 2024 and sell it today you would lose (143.00) from holding LIFE CAPITAL PARTNERS or give up 14.52% of portfolio value over 90 days. LIFE CAPITAL PARTNERS is generating negative expected returns and assumes 1.7763% volatility on return distribution over the 90 days horizon. Simply put, 15% of funds are less volatile than LIFE, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
LIFE CAPITAL Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for LIFE CAPITAL's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as LIFE CAPITAL PARTNERS, and traders can use it to determine the average amount a LIFE CAPITAL'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 = -0.1383
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LIFE11 |
Estimated Market Risk
| 1.78 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.25 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average LIFE CAPITAL 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 LIFE CAPITAL by adding LIFE CAPITAL to a well-diversified portfolio.
Things to note about LIFE CAPITAL PARTNERS performance evaluation
Checking the ongoing alerts about LIFE CAPITAL for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for LIFE CAPITAL PARTNERS help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| LIFE CAPITAL generated a negative expected return over the last 90 days |
- Analyzing LIFE CAPITAL'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 LIFE CAPITAL's stock is overvalued or undervalued compared to its peers.
- Examining LIFE CAPITAL'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 LIFE CAPITAL's management team can have a significant impact on its success or failure. Reviewing the track record and experience of LIFE CAPITAL's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of LIFE CAPITAL's fund. These opinions can provide insight into LIFE CAPITAL's potential for growth and whether the stock is currently undervalued or overvalued.
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