Caixa Rio (Brazil) Manager Performance Evaluation
| CRFF11 Fund | BRL 68.90 3.07 4.27% |
The fund shows a Beta (market volatility) of 0.66, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Caixa Rio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Caixa Rio is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Caixa Rio Bravo has generated negative risk-adjusted returns adding no value to fund investors. Despite uncertain performance in the last few months, the Fund's technical and fundamental indicators remain somewhat strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Fifty Two Week Low | 95.85 | |
| Fifty Two Week High | 97.54 |
Caixa |
Caixa Rio Relative Risk vs. Return Landscape
If you would invest 8,000 in Caixa Rio Bravo on September 5, 2024 and sell it today you would lose (1,110) from holding Caixa Rio Bravo or give up 13.87% of portfolio value over 90 days. Caixa Rio Bravo is generating negative expected returns and assumes 2.803% volatility on return distribution over the 90 days horizon. Simply put, 24% of funds are less volatile than Caixa, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Caixa Rio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Caixa Rio's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Caixa Rio Bravo, and traders can use it to determine the average amount a Caixa Rio'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 = -0.0721
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CRFF11 |
Estimated Market Risk
| 2.8 actual daily | 24 76% of assets are more volatile |
Expected Return
| -0.2 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Caixa Rio 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 Caixa Rio by adding Caixa Rio to a well-diversified portfolio.
About Caixa Rio Performance
By analyzing Caixa Rio's fundamental ratios, stakeholders can gain valuable insights into Caixa Rio's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Caixa Rio 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 Caixa Rio 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 Caixa Rio Bravo performance evaluation
Checking the ongoing alerts about Caixa Rio for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Caixa Rio Bravo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Caixa Rio Bravo generated a negative expected return over the last 90 days |
- Analyzing Caixa Rio'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 Caixa Rio's stock is overvalued or undervalued compared to its peers.
- Examining Caixa Rio'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 Caixa Rio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Caixa Rio's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Caixa Rio's fund. These opinions can provide insight into Caixa Rio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Caixa Fund
Caixa Rio financial ratios help investors to determine whether Caixa 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 Caixa with respect to the benefits of owning Caixa Rio security.
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