WHG FINVEST (Brazil) Manager Performance Evaluation
| SPDE11 Fund | 1,238 0.00 0.00% |
The entity maintains a market beta of 0.43, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WHG FINVEST's returns are expected to increase less than the market. However, during the bear market, the loss of holding WHG FINVEST is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
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Good
Compared to the overall equity markets, risk-adjusted returns on investments in WHG FINVEST SP are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak fundamental indicators, WHG FINVEST may actually be approaching a critical reversion point that can send shares even higher in February 2025.
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WHG FINVEST Relative Risk vs. Return Landscape
If you would invest 114,600 in WHG FINVEST SP on October 24, 2024 and sell it today you would earn a total of 9,190 from holding WHG FINVEST SP or generate 8.02% return on investment over 90 days. WHG FINVEST SP is generating 0.1382% of daily returns and assumes 0.7645% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than WHG, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
WHG FINVEST Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WHG FINVEST's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as WHG FINVEST SP, and traders can use it to determine the average amount a WHG FINVEST'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 = 0.1808
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Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average WHG FINVEST is performing at about 14% 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 WHG FINVEST by adding it to a well-diversified portfolio.
Things to note about WHG FINVEST SP performance evaluation
Checking the ongoing alerts about WHG FINVEST for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for WHG FINVEST SP help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating WHG FINVEST's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate WHG FINVEST's fund performance include:- Analyzing WHG FINVEST'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 WHG FINVEST's stock is overvalued or undervalued compared to its peers.
- Examining WHG FINVEST'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 WHG FINVEST's management team can have a significant impact on its success or failure. Reviewing the track record and experience of WHG FINVEST's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of WHG FINVEST's fund. These opinions can provide insight into WHG FINVEST's potential for growth and whether the stock is currently undervalued or overvalued.
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