Loft II (Brazil) Manager Performance Evaluation
| LFTT11 Fund | BRL 7.44 0.29 4.06% |
The fund secures a Beta (Market Risk) of 0.0313, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Loft II's returns are expected to increase less than the market. However, during the bear market, the loss of holding Loft II 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 Loft II Fundo are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Loft II is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 105.02 | |
| Fifty Two Week High | 106.79 |
Loft |
Loft II Relative Risk vs. Return Landscape
If you would invest 810.00 in Loft II Fundo on December 22, 2024 and sell it today you would lose (66.00) from holding Loft II Fundo or give up 8.15% of portfolio value over 90 days. Loft II Fundo is generating 0.0959% of daily returns and assumes 6.7971% volatility on return distribution over the 90 days horizon. Simply put, 60% of funds are less volatile than Loft, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Loft II Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Loft II's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Loft II Fundo, and traders can use it to determine the average amount a Loft II'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 = 0.0141
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | LFTT11 |
| Negative Returns |
Estimated Market Risk
| 6.8 actual daily | 60 60% of assets are less volatile |
Expected Return
| 0.1 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 1 99% of assets perform better |
Based on monthly moving average Loft II 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 Loft II by adding it to a well-diversified portfolio.
About Loft II Performance
By analyzing Loft II's fundamental ratios, stakeholders can gain valuable insights into Loft II's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Loft II 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 Loft II 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 Loft II Fundo performance evaluation
Checking the ongoing alerts about Loft II for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Loft II Fundo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Loft II Fundo had very high historical volatility over the last 90 days |
- Analyzing Loft II'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 Loft II's stock is overvalued or undervalued compared to its peers.
- Examining Loft II'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 Loft II's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Loft II's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Loft II's fund. These opinions can provide insight into Loft II's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Loft Fund
Loft II financial ratios help investors to determine whether Loft 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 Loft with respect to the benefits of owning Loft II security.
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |