Cshg Atrium (Brazil) Manager Performance Evaluation
| ATSA11 Fund | 50.00 1.00 1.96% |
The fund shows a Beta (market volatility) of -0.27, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Cshg Atrium are expected to decrease at a much lower rate. During the bear market, Cshg Atrium is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Cshg Atrium Shopping has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Cshg Atrium is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Cshg Atrium Relative Risk vs. Return Landscape
If you would invest 5,001 in Cshg Atrium Shopping on December 22, 2024 and sell it today you would lose (1.00) from holding Cshg Atrium Shopping or give up 0.02% of portfolio value over 90 days. Cshg Atrium Shopping is generating 0.0119% of daily returns and assumes 1.5805% volatility on return distribution over the 90 days horizon. Simply put, 14% 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 Atrium Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cshg Atrium's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Cshg Atrium Shopping, and traders can use it to determine the average amount a Cshg Atrium'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 = 0.0076
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ATSA11 |
Estimated Market Risk
| 1.58 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Cshg Atrium 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 Cshg Atrium by adding Cshg Atrium to a well-diversified portfolio.
Things to note about Cshg Atrium Shopping performance evaluation
Checking the ongoing alerts about Cshg Atrium for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Cshg Atrium Shopping help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Cshg Atrium's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Cshg Atrium's fund performance include:- Analyzing Cshg Atrium'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 Atrium's stock is overvalued or undervalued compared to its peers.
- Examining Cshg Atrium'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 Atrium's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cshg Atrium's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Cshg Atrium's fund. These opinions can provide insight into Cshg Atrium's potential for growth and whether the stock is currently undervalued or overvalued.
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