Real Estate (Brazil) Manager Performance Evaluation
| NCHB11 Fund | BRL 7.59 0.28 3.83% |
The fund holds a Beta of 0.28, which implies not very significant fluctuations relative to the market. As returns on the market increase, Real Estate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Real Estate is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Real Estate Investment has generated negative risk-adjusted returns adding no value to fund investors. Despite weak performance in the last few months, the Fund's technical indicators remain somewhat strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...moreReal |
Real Estate Relative Risk vs. Return Landscape
If you would invest 879.00 in Real Estate Investment on September 15, 2024 and sell it today you would lose (148.00) from holding Real Estate Investment or give up 16.84% of portfolio value over 90 days. Real Estate Investment is generating negative expected returns and assumes 1.1686% volatility on return distribution over the 90 days horizon. Simply put, 10% of funds are less volatile than Real, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Real Estate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Real Estate's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Real Estate Investment, and traders can use it to determine the average amount a Real Estate'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 = -0.2443
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NCHB11 |
Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.29 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.24 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Real Estate 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 Real Estate by adding Real Estate to a well-diversified portfolio.
About Real Estate Performance
By analyzing Real Estate's fundamental ratios, stakeholders can gain valuable insights into Real Estate's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Real Estate 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 Real Estate 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 Real Estate Investment performance evaluation
Checking the ongoing alerts about Real Estate for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Real Estate Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Real Estate generated a negative expected return over the last 90 days |
- Analyzing Real Estate'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 Real Estate's stock is overvalued or undervalued compared to its peers.
- Examining Real Estate'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 Real Estate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Real Estate's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Real Estate's fund. These opinions can provide insight into Real Estate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Real Fund
Real Estate financial ratios help investors to determine whether Real 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 Real with respect to the benefits of owning Real Estate security.
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