Fondo De (Chile) Performance
| CFIFYNRF2A | CLP 10,874 17.03 0.16% |
The etf shows a Beta (market volatility) of 0.0841, which means not very significant fluctuations relative to the market. As returns on the market increase, Fondo De's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fondo De is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fondo De Inversion are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable basic indicators, Fondo De is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
| Fifty Two Week Low | 10,033.80 | |
| Fifty Two Week High | 10,796.00 |
Fondo |
Fondo De Relative Risk vs. Return Landscape
If you would invest 1,078,685 in Fondo De Inversion on December 26, 2024 and sell it today you would earn a total of 8,718 from holding Fondo De Inversion or generate 0.81% return on investment over 90 days. Fondo De Inversion is generating 0.0165% of daily returns and assumes 0.8375% volatility on return distribution over the 90 days horizon. Simply put, 7% 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 Inversion, 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 = 0.0197
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CFIFYNRF2A |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Fondo De is performing at about 1% 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 Fondo De by adding it 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.