Brio Real (Brazil) Manager Performance Evaluation
| BRIP11 Fund | BRL 898.00 1.10 0.12% |
The fund shows a Beta (market volatility) of -1.16, which signifies a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Brio Real are expected to decrease by larger amounts. On the other hand, during market turmoil, Brio Real is expected to outperform it.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Brio Real Estate are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak forward indicators, Brio Real sustained solid returns over the last few months and may actually be approaching a breakup point.
...more| Fifty Two Week Low | 1,015.35 | |
| Fifty Two Week High | 1,015.35 |
Brio |
Brio Real Relative Risk vs. Return Landscape
If you would invest 76,944 in Brio Real Estate on December 5, 2024 and sell it today you would earn a total of 12,746 from holding Brio Real Estate or generate 16.57% return on investment over 90 days. Brio Real Estate is generating 0.3293% of daily returns and assumes 3.7751% volatility on return distribution over the 90 days horizon. Simply put, 33% of funds are less volatile than Brio, and 94% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Brio Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brio Real's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Brio Real Estate, and traders can use it to determine the average amount a Brio Real'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 = 0.0872
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BRIP11 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 3.78 actual daily | 33 67% of assets are more volatile |
Expected Return
| 0.33 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Brio Real is performing at about 6% 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 Brio Real by adding it to a well-diversified portfolio.
About Brio Real Performance
By analyzing Brio Real's fundamental ratios, stakeholders can gain valuable insights into Brio Real's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Brio Real 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 Brio Real 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 Brio Real Estate performance evaluation
Checking the ongoing alerts about Brio Real for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Brio Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Brio Real Estate had very high historical volatility over the last 90 days |
- Analyzing Brio Real'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 Brio Real's stock is overvalued or undervalued compared to its peers.
- Examining Brio Real'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 Brio Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brio Real's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Brio Real's fund. These opinions can provide insight into Brio Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Brio Fund
Brio Real financial ratios help investors to determine whether Brio 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 Brio with respect to the benefits of owning Brio Real security.
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