Fondo De (Chile) Performance
| CFIBCHREN1 | CLP 33,361 0.00 0.00% |
The etf shows a Beta (market volatility) of -0.92, which means possible diversification benefits within a given portfolio. As the market becomes more bullish, returns on owning Fondo De are expected to decrease slowly. On the other hand, during market turmoil, Fondo De is expected to outperform it slightly.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Fondo de Inversin has generated negative risk-adjusted returns adding no value to investors with long positions. Even with unsteady performance in the last few months, the Etf's basic indicators remain relatively invariable which may send shares a bit higher in April 2025. The latest agitation may also be a sign of long-running up-swing for the ETF retail investors. ...more
| Fifty Two Week Low | 30,634.00 | |
| Fifty Two Week High | 34,850.00 |
Fondo |
Fondo De Relative Risk vs. Return Landscape
If you would invest 4,022,262 in Fondo de Inversin on December 26, 2024 and sell it today you would lose (686,124) from holding Fondo de Inversin or give up 17.06% of portfolio value over 90 days. Fondo de Inversin is generating negative expected returns and assumes 2.1664% volatility on return distribution over the 90 days horizon. Simply put, 19% of etfs are less volatile than Fondo, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fondo De Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fondo De's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Fondo de Inversin, and traders can use it to determine the average amount a Fondo De'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 = -0.127
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CFIBCHREN1 |
Estimated Market Risk
| 2.17 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.28 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fondo De 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 Fondo De by adding Fondo De to a well-diversified portfolio.
About Fondo De Performance
Assessing Fondo De's fundamental ratios provides investors with valuable insights into Fondo De's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Fondo De is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Fondo de Inversin generated a negative expected return over the last 90 days |
Other Information on Investing in Fondo Etf
Fondo De financial ratios help investors to determine whether Fondo Etf 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 Fondo with respect to the benefits of owning Fondo De security.