BS2 ALLINVESTMENTS (Brazil) Manager Performance Evaluation
| LLAO11 Fund | 77.37 0.00 0.00% |
The fund owns a Beta (Systematic Risk) of -0.0143, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning BS2 ALLINVESTMENTS are expected to decrease at a much lower rate. During the bear market, BS2 ALLINVESTMENTS is likely to outperform the market.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in BS2 ALLINVESTMENTS FDO are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, BS2 ALLINVESTMENTS is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreBS2 |
BS2 ALLINVESTMENTS Relative Risk vs. Return Landscape
If you would invest 7,598 in BS2 ALLINVESTMENTS FDO on September 21, 2024 and sell it today you would earn a total of 139.00 from holding BS2 ALLINVESTMENTS FDO or generate 1.83% return on investment over 90 days. BS2 ALLINVESTMENTS FDO is generating 0.0295% of daily returns and assumes 0.2323% volatility on return distribution over the 90 days horizon. Simply put, 2% of funds are less volatile than BS2, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BS2 ALLINVESTMENTS Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BS2 ALLINVESTMENTS's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BS2 ALLINVESTMENTS FDO, and traders can use it to determine the average amount a BS2 ALLINVESTMENTS'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 = 0.127
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LLAO11 |
Estimated Market Risk
| 0.23 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average BS2 ALLINVESTMENTS is performing at about 10% 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 BS2 ALLINVESTMENTS by adding it to a well-diversified portfolio.
Things to note about BS2 ALLINVESTMENTS FDO performance evaluation
Checking the ongoing alerts about BS2 ALLINVESTMENTS for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BS2 ALLINVESTMENTS FDO help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating BS2 ALLINVESTMENTS's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BS2 ALLINVESTMENTS's fund performance include:- Analyzing BS2 ALLINVESTMENTS'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 BS2 ALLINVESTMENTS's stock is overvalued or undervalued compared to its peers.
- Examining BS2 ALLINVESTMENTS'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 BS2 ALLINVESTMENTS's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BS2 ALLINVESTMENTS's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BS2 ALLINVESTMENTS's fund. These opinions can provide insight into BS2 ALLINVESTMENTS's potential for growth and whether the stock is currently undervalued or overvalued.
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