JPP CAPITAL (Brazil) Manager Performance Evaluation
| JPPC11 Fund | BRL 200.00 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of -1.77, which attests to a somewhat significant risk relative to the market. As returns on the market increase, returns on owning JPP CAPITAL are expected to decrease by larger amounts. On the other hand, during market turmoil, JPP CAPITAL is expected to outperform it.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in JPP CAPITAL FDO are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, JPP CAPITAL sustained solid returns over the last few months and may actually be approaching a breakup point.
...more| Fifty Two Week High | 899.99 |
JPP |
JPP CAPITAL Relative Risk vs. Return Landscape
If you would invest 8,909 in JPP CAPITAL FDO on October 10, 2024 and sell it today you would earn a total of 11,091 from holding JPP CAPITAL FDO or generate 124.49% return on investment over 90 days. JPP CAPITAL FDO is generating 2.0706% of daily returns and assumes 12.4691% volatility on return distribution over the 90 days horizon. Simply put, majority of traded equity instruments are less risky than JPP on the basis of their historical return distribution, and most equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
JPP CAPITAL Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPP CAPITAL's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as JPP CAPITAL FDO, and traders can use it to determine the average amount a JPP CAPITAL'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 = 0.1661
| Best Portfolio | Best Equity | |||
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| Average Returns | JPPC11 | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 12.47 actual daily | 96 96% of assets are less volatile |
Expected Return
| 2.07 actual daily | 41 59% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average JPP CAPITAL is performing at about 13% 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 JPP CAPITAL by adding it to a well-diversified portfolio.
About JPP CAPITAL Performance
By analyzing JPP CAPITAL's fundamental ratios, stakeholders can gain valuable insights into JPP CAPITAL's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if JPP CAPITAL 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 JPP CAPITAL has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
JPP Capital Fundo Invest Imobiliario FII specializes in real estate investments. JPP Capital is traded on Sao Paolo Stock Exchange in Brazil.Things to note about JPP CAPITAL FDO performance evaluation
Checking the ongoing alerts about JPP CAPITAL for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for JPP CAPITAL FDO help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| JPP CAPITAL FDO is way too risky over 90 days horizon | |
| JPP CAPITAL FDO appears to be risky and price may revert if volatility continues |
- Analyzing JPP CAPITAL'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 JPP CAPITAL's stock is overvalued or undervalued compared to its peers.
- Examining JPP CAPITAL'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 JPP CAPITAL's management team can have a significant impact on its success or failure. Reviewing the track record and experience of JPP CAPITAL's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of JPP CAPITAL's fund. These opinions can provide insight into JPP CAPITAL's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in JPP Fund
JPP CAPITAL financial ratios help investors to determine whether JPP 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 JPP with respect to the benefits of owning JPP CAPITAL security.
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