LESTE FDO (Brazil) Manager Performance Evaluation
| LSAG11 Fund | 70.00 2.65 3.93% |
The fund secures a Beta (Market Risk) of -0.28, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning LESTE FDO are expected to decrease at a much lower rate. During the bear market, LESTE FDO is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in LESTE FDO INV are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, LESTE FDO may actually be approaching a critical reversion point that can send shares even higher in April 2025.
...moreLESTE |
LESTE FDO Relative Risk vs. Return Landscape
If you would invest 6,277 in LESTE FDO INV on December 19, 2024 and sell it today you would earn a total of 723.00 from holding LESTE FDO INV or generate 11.52% return on investment over 90 days. LESTE FDO INV is generating 0.1937% of daily returns and assumes 1.3322% volatility on return distribution over the 90 days horizon. Simply put, 11% of funds are less volatile than LESTE, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
LESTE FDO Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for LESTE FDO's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as LESTE FDO INV, and traders can use it to determine the average amount a LESTE FDO'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 = 0.1454
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | LSAG11 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.33 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average LESTE FDO is performing at about 11% 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 LESTE FDO by adding it to a well-diversified portfolio.
Things to note about LESTE FDO INV performance evaluation
Checking the ongoing alerts about LESTE FDO for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for LESTE FDO INV help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating LESTE FDO's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate LESTE FDO's fund performance include:- Analyzing LESTE FDO'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 LESTE FDO's stock is overvalued or undervalued compared to its peers.
- Examining LESTE FDO'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 LESTE FDO's management team can have a significant impact on its success or failure. Reviewing the track record and experience of LESTE FDO's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of LESTE FDO's fund. These opinions can provide insight into LESTE FDO's potential for growth and whether the stock is currently undervalued or overvalued.
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