Vinci Corporate (Brazil) Manager Performance Evaluation
| VINO11 Fund | BRL 4.72 0.12 2.61% |
The entity has a beta of 0.4, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vinci Corporate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vinci Corporate is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Vinci Corporate Fundo has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Vinci Corporate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week High | 65.00 |
Vinci |
Vinci Corporate Relative Risk vs. Return Landscape
If you would invest 485.00 in Vinci Corporate Fundo on October 10, 2024 and sell it today you would lose (13.00) from holding Vinci Corporate Fundo or give up 2.68% of portfolio value over 90 days. Vinci Corporate Fundo is generating negative expected returns and assumes 1.8684% volatility on return distribution over the 90 days horizon. Simply put, 16% of funds are less volatile than Vinci, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Vinci Corporate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vinci Corporate's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Vinci Corporate Fundo, and traders can use it to determine the average amount a Vinci Corporate'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 = -0.0159
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VINO11 |
Estimated Market Risk
| 1.87 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vinci Corporate 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 Vinci Corporate by adding Vinci Corporate to a well-diversified portfolio.
About Vinci Corporate Performance
By analyzing Vinci Corporate's fundamental ratios, stakeholders can gain valuable insights into Vinci Corporate's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Vinci Corporate 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 Vinci Corporate 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 Vinci Corporate Fundo performance evaluation
Checking the ongoing alerts about Vinci Corporate for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Vinci Corporate Fundo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vinci Corporate generated a negative expected return over the last 90 days |
- Analyzing Vinci Corporate'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 Vinci Corporate's stock is overvalued or undervalued compared to its peers.
- Examining Vinci Corporate'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 Vinci Corporate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vinci Corporate's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Vinci Corporate's fund. These opinions can provide insight into Vinci Corporate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vinci Fund
Vinci Corporate financial ratios help investors to determine whether Vinci 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 Vinci with respect to the benefits of owning Vinci Corporate security.
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