Patria Investments (Brazil) Performance
| P2AX34 Stock | 35.68 0.20 0.56% |
On a scale of 0 to 100, Patria Investments holds a performance score of 16. The company holds a Beta of 0.25, which implies not very significant fluctuations relative to the market. As returns on the market increase, Patria Investments' returns are expected to increase less than the market. However, during the bear market, the loss of holding Patria Investments is expected to be smaller as well. Please check Patria Investments' treynor ratio, value at risk, downside variance, as well as the relationship between the maximum drawdown and potential upside , to make a quick decision on whether Patria Investments' historical price patterns will revert.
Risk-Adjusted Performance
16 of 100
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Patria Investments Limited are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. Despite somewhat uncertain basic indicators, Patria Investments sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
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Patria Investments Relative Risk vs. Return Landscape
If you would invest 2,950 in Patria Investments Limited on October 8, 2024 and sell it today you would earn a total of 618.00 from holding Patria Investments Limited or generate 20.95% return on investment over 90 days. Patria Investments Limited is generating 0.3346% of daily returns and assumes 1.5573% volatility on return distribution over the 90 days horizon. Simply put, 13% of stocks are less volatile than Patria, and 94% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Patria Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Patria Investments' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Patria Investments Limited, and traders can use it to determine the average amount a Patria Investments' 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 = 0.2149
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Estimated Market Risk
| 1.56 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.33 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Patria Investments is performing at about 16% 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 Patria Investments by adding it to a well-diversified portfolio.
Things to note about Patria Investments performance evaluation
Checking the ongoing alerts about Patria Investments for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Patria Investments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Patria Investments' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Patria Investments' stock performance include:- Analyzing Patria Investments' 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 Patria Investments' stock is overvalued or undervalued compared to its peers.
- Examining Patria Investments' 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 Patria Investments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Patria Investments' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Patria Investments' stock. These opinions can provide insight into Patria Investments' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Patria Stock analysis
When running Patria Investments' price analysis, check to measure Patria Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Patria Investments is operating at the current time. Most of Patria Investments' value examination focuses on studying past and present price action to predict the probability of Patria Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Patria Investments' price. Additionally, you may evaluate how the addition of Patria Investments to your portfolios can decrease your overall portfolio volatility.
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