Riza Akin (Brazil) Manager Performance Evaluation
| RZAK11 Fund | BRL 72.85 1.33 1.86% |
The fund holds a Beta of 0.25, which implies not very significant fluctuations relative to the market. As returns on the market increase, Riza Akin's returns are expected to increase less than the market. However, during the bear market, the loss of holding Riza Akin is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Riza Akin Fundo has generated negative risk-adjusted returns adding no value to fund investors. Despite latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Fifty Two Week Low | 86.81 | |
| Fifty Two Week High | 89.97 |
Riza |
Riza Akin Relative Risk vs. Return Landscape
If you would invest 8,160 in Riza Akin Fundo on September 16, 2024 and sell it today you would lose (875.00) from holding Riza Akin Fundo or give up 10.72% of portfolio value over 90 days. Riza Akin Fundo is generating negative expected returns and assumes 0.8115% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than Riza, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Riza Akin Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Riza Akin's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Riza Akin Fundo, and traders can use it to determine the average amount a Riza Akin'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 = -0.2142
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RZAK11 |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.21 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Riza Akin 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 Riza Akin by adding Riza Akin to a well-diversified portfolio.
About Riza Akin Performance
By analyzing Riza Akin's fundamental ratios, stakeholders can gain valuable insights into Riza Akin's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Riza Akin 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 Riza Akin 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 Riza Akin Fundo performance evaluation
Checking the ongoing alerts about Riza Akin for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Riza Akin Fundo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Riza Akin Fundo generated a negative expected return over the last 90 days |
- Analyzing Riza Akin'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 Riza Akin's stock is overvalued or undervalued compared to its peers.
- Examining Riza Akin'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 Riza Akin's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Riza Akin's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Riza Akin's fund. These opinions can provide insight into Riza Akin's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Riza Fund
Riza Akin financial ratios help investors to determine whether Riza 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 Riza with respect to the benefits of owning Riza Akin security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |