Fundo Investec (Brazil) Manager Performance Evaluation

WPLZ11 Fund  BRL 50.00  0.25  0.50%   
The fund shows a Beta (market volatility) of 0.49, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fundo Investec's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fundo Investec is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days Fundo Investec IMB has generated negative risk-adjusted returns adding no value to fund investors. Despite latest weak performance, the Fund's essential indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Fifty Two Week Low70.01
Fifty Two Week High95.96
  

Fundo Investec Relative Risk vs. Return Landscape

If you would invest  5,654  in Fundo Investec IMB on September 24, 2024 and sell it today you would lose (654.00) from holding Fundo Investec IMB or give up 11.57% of portfolio value over 90 days. Fundo Investec IMB is generating negative expected returns and assumes 3.4997% volatility on return distribution over the 90 days horizon. Simply put, 31% of funds are less volatile than Fundo, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon Fundo Investec is expected to under-perform the market. In addition to that, the company is 4.39 times more volatile than its market benchmark. It trades about -0.04 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.04 per unit of volatility.

Fundo Investec Current Valuation

Fairly Valued
Today
50.00
Please note that Fundo Investec's price fluctuation is very steady at this time. Fundo Investec IMB shows a prevailing Real Value of R$49.13 per share. The current price of the fund is R$50.0. Our model computes the value of Fundo Investec IMB from reviewing the entity technical indicators and probability of bankruptcy. In general, investors advise taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
Since Fundo Investec is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fundo Fund. However, Fundo Investec'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  50.0 Real  49.13 Hype  50.0
The real value of Fundo Fund, also known as its intrinsic value, is the underlying worth of Fundo Investec IMB Fund, which is reflected in its stock price. It is based on Fundo Investec's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Fundo Investec'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.
49.13
Real Value
52.63
Upside
Estimating the potential upside or downside of Fundo Investec IMB helps investors to forecast how Fundo 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 Fundo Investec more accurately as focusing exclusively on Fundo Investec's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
46.5050.0053.50
Details

Fundo Investec Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Fundo Investec's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Fundo Investec IMB, and traders can use it to determine the average amount a Fundo Investec'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 = -0.0382

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Estimated Market Risk

 3.5
  actual daily
31
69% of assets are more volatile

Expected Return

 -0.13
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.04
  actual daily
0
Most of other assets perform better
Based on monthly moving average Fundo Investec 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 Fundo Investec by adding Fundo Investec to a well-diversified portfolio.

About Fundo Investec Performance

By analyzing Fundo Investec's fundamental ratios, stakeholders can gain valuable insights into Fundo Investec's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Fundo Investec 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 Fundo Investec 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 Fundo Investec IMB performance evaluation

Checking the ongoing alerts about Fundo Investec for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Fundo Investec IMB help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Fundo Investec IMB generated a negative expected return over the last 90 days
Fundo Investec IMB has high historical volatility and very poor performance
Evaluating Fundo Investec's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fundo Investec's fund performance include:
  • Analyzing Fundo Investec'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 Fundo Investec's stock is overvalued or undervalued compared to its peers.
  • Examining Fundo Investec'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 Fundo Investec's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fundo Investec's management team can help you assess the Fund's leadership.
  • Pay attention to analyst opinions and ratings of Fundo Investec's fund. These opinions can provide insight into Fundo Investec's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Fundo Investec's fund performance is not an exact science, and many factors can impact Fundo Investec's fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Fundo Fund

Fundo Investec financial ratios help investors to determine whether Fundo 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 Fundo with respect to the benefits of owning Fundo Investec security.
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