FDO INV (Brazil) Manager Performance Evaluation
| SHPH11 Fund | BRL 960.00 3.01 0.31% |
The fund shows a Beta (market volatility) of 0.29, which means not very significant fluctuations relative to the market. As returns on the market increase, FDO INV's returns are expected to increase less than the market. However, during the bear market, the loss of holding FDO INV is expected to be smaller as well.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in FDO INV Imob are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, FDO INV sustained solid returns over the last few months and may actually be approaching a breakup point.
...more| Fifty Two Week Low | 897.00 | |
| Fifty Two Week High | 1,004.00 |
FDO |
FDO INV Relative Risk vs. Return Landscape
If you would invest 85,234 in FDO INV Imob on December 22, 2024 and sell it today you would earn a total of 10,766 from holding FDO INV Imob or generate 12.63% return on investment over 90 days. FDO INV Imob is generating 0.2578% of daily returns and assumes 3.3596% volatility on return distribution over the 90 days horizon. Simply put, 29% of funds are less volatile than FDO, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
FDO INV Current Valuation
Overvalued
Today
Please note that FDO INV's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. FDO INV Imob shows a prevailing Real Value of R$869.78 per share. The current price of the fund is R$960.0. We determine the value of FDO INV Imob from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise taking in undervalued funds and trading overvalued funds since, in the future, fund prices and their ongoing real values will submerge.
Since FDO INV is currently traded on the exchange, buyers and sellers on that exchange determine the market value of FDO Fund. However, FDO INV's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 960.0 | Real 869.78 | Hype 960.0 | Naive 931.93 |
The real value of FDO Fund, also known as its intrinsic value, is the underlying worth of FDO INV Imob Fund, which is reflected in its stock price. It is based on FDO INV's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of FDO INV's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of FDO INV Imob helps investors to forecast how FDO fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of FDO INV more accurately as focusing exclusively on FDO INV's fundamentals will not take into account other important factors: FDO INV Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for FDO INV's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as FDO INV Imob, and traders can use it to determine the average amount a FDO INV'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 = 0.0767
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SHPH11 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 3.36 actual daily | 30 70% of assets are more volatile |
Expected Return
| 0.26 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average FDO INV is performing at about 6% 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 FDO INV by adding it to a well-diversified portfolio.
FDO INV Fundamentals Growth
FDO Fund prices reflect investors' perceptions of the future prospects and financial health of FDO INV, and FDO INV fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on FDO Fund performance.
| Shares Outstanding | 608.95 K | |||
About FDO INV Performance
By analyzing FDO INV's fundamental ratios, stakeholders can gain valuable insights into FDO INV's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if FDO INV 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 FDO INV 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 FDO INV Imob performance evaluation
Checking the ongoing alerts about FDO INV for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for FDO INV Imob help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| FDO INV Imob had very high historical volatility over the last 90 days |
- Analyzing FDO INV'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 FDO INV's stock is overvalued or undervalued compared to its peers.
- Examining FDO INV'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 FDO INV's management team can have a significant impact on its success or failure. Reviewing the track record and experience of FDO INV's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of FDO INV's fund. These opinions can provide insight into FDO INV's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in FDO Fund
FDO INV financial ratios help investors to determine whether FDO 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 FDO with respect to the benefits of owning FDO INV security.
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