FDO INV (Brazil) Manager Performance Evaluation
| VPSI11 Fund | BRL 15.61 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0533, 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
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in FDO INV IMOB are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, FDO INV is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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FDO INV Relative Risk vs. Return Landscape
If you would invest 1,476 in FDO INV IMOB on December 21, 2024 and sell it today you would earn a total of 85.00 from holding FDO INV IMOB or generate 5.76% return on investment over 90 days. FDO INV IMOB is generating 0.0975% of daily returns and assumes 0.4342% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than FDO, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
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 = 0.2245
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| Cash | VPSI11 | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.1 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average FDO INV is performing at about 17% 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.
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.Evaluating FDO INV's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate FDO INV's fund performance include:- 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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