RB Capital (Brazil) Manager Performance Evaluation
RBDS11 Fund | BRL 2.62 0.22 9.17% |
The entity owns a Beta (Systematic Risk) of -1.23, which implies a somewhat significant risk relative to the market. As returns on the market increase, returns on owning RB Capital are expected to decrease by larger amounts. On the other hand, during market turmoil, RB Capital is expected to outperform it.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in RB Capital Development are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak fundamental indicators, RB Capital sustained solid returns over the last few months and may actually be approaching a breakup point.
...moreFifty Two Week Low | 214.90 | |
Fifty Two Week High | 414.00 |
RBDS11 |
RB Capital Relative Risk vs. Return Landscape
If you would invest 253.00 in RB Capital Development on December 19, 2024 and sell it today you would earn a total of 9.00 from holding RB Capital Development or generate 3.56% return on investment over 90 days. RB Capital Development is generating 0.2962% of daily returns and assumes 7.0985% volatility on return distribution over the 90 days horizon. Simply put, 63% of funds are less volatile than RBDS11, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
Risk |
RB Capital Current Valuation
Overvalued
Today
Please note that RB Capital's price fluctuation is dangerous at this time. Based on Macroaxis valuation methodology, the entity appears to be overvalued. RB Capital Development owns a latest Real Value of R$2.45 per share. The recent price of the fund is R$2.62. We determine the value of RB Capital Development from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support taking in undervalued funds and trading overvalued funds since, sooner or later, fund prices and their ongoing real values will converge.
Since RB Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of RBDS11 Fund. However, RB Capital'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 2.62 | Real 2.45 | Hype 2.62 | Naive 2.59 |
The real value of RBDS11 Fund, also known as its intrinsic value, is the underlying worth of RB Capital Development Fund, which is reflected in its stock price. It is based on RB Capital's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of RB Capital'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 RB Capital Development helps investors to forecast how RBDS11 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 RB Capital more accurately as focusing exclusively on RB Capital's fundamentals will not take into account other important factors: RB Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for RB Capital's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as RB Capital Development, and traders can use it to determine the average amount a RB 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 = 0.0417
Best Portfolio | Best Equity | |||
Good Returns | ||||
Average Returns | ||||
Small Returns | RBDS11 | |||
Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns |
Estimated Market Risk
7.1 actual daily | 63 63% of assets are less volatile |
Expected Return
0.3 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average RB Capital is performing at about 3% 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 RB Capital by adding it to a well-diversified portfolio.
RB Capital Fundamentals Growth
RBDS11 Fund prices reflect investors' perceptions of the future prospects and financial health of RB Capital, and RB Capital 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 RBDS11 Fund performance.
Shares Outstanding | 126.52 M | |||
About RB Capital Performance
By analyzing RB Capital's fundamental ratios, stakeholders can gain valuable insights into RB Capital's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if RB Capital 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 RB Capital 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 RB Capital Development performance evaluation
Checking the ongoing alerts about RB Capital for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for RB Capital Development help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.RB Capital had very high historical volatility over the last 90 days |
- Analyzing RB 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 RB Capital's stock is overvalued or undervalued compared to its peers.
- Examining RB 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 RB Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of RB Capital's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of RB Capital's fund. These opinions can provide insight into RB Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in RBDS11 Fund
RB Capital financial ratios help investors to determine whether RBDS11 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 RBDS11 with respect to the benefits of owning RB Capital security.
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