BGF Latin (Germany) Manager Performance Evaluation
| ERDD Fund | EUR 53.31 1.20 2.30% |
The fund shows a Beta (market volatility) of 0.43, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, BGF Latin's returns are expected to increase less than the market. However, during the bear market, the loss of holding BGF Latin is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days BGF Latin American has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound technical and fundamental indicators, BGF Latin is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders.
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BGF Latin Relative Risk vs. Return Landscape
If you would invest 5,313 in BGF Latin American on December 16, 2024 and sell it today you would earn a total of 18.00 from holding BGF Latin American or generate 0.34% return on investment over 90 days. BGF Latin American is generating 0.0178% of daily returns and assumes 1.5829% volatility on return distribution over the 90 days horizon. Simply put, 14% of funds are less volatile than BGF, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BGF Latin Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BGF Latin's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BGF Latin American, and traders can use it to determine the average amount a BGF Latin'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 = 0.0113
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ERDD |
Estimated Market Risk
| 1.58 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.02 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 BGF Latin 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 BGF Latin by adding BGF Latin to a well-diversified portfolio.
About BGF Latin Performance
By analyzing BGF Latin's fundamental ratios, stakeholders can gain valuable insights into BGF Latin's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BGF Latin 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 BGF Latin 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 BGF Latin American performance evaluation
Checking the ongoing alerts about BGF Latin for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BGF Latin American help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating BGF Latin's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BGF Latin's fund performance include:- Analyzing BGF Latin'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 BGF Latin's stock is overvalued or undervalued compared to its peers.
- Examining BGF Latin'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 BGF Latin's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BGF Latin's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BGF Latin's fund. These opinions can provide insight into BGF Latin's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BGF Fund
BGF Latin financial ratios help investors to determine whether BGF 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 BGF with respect to the benefits of owning BGF Latin security.
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