XP Selection (Brazil) Manager Performance Evaluation
| XPSF11 Fund | BRL 5.95 0.05 0.83% |
The entity owns a Beta (Systematic Risk) of -0.24, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning XP Selection are expected to decrease at a much lower rate. During the bear market, XP Selection is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days XP Selection Fundo has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, XP Selection 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 | 99.43 |
XPSF11 |
XP Selection Relative Risk vs. Return Landscape
If you would invest 605.00 in XP Selection Fundo on December 24, 2024 and sell it today you would lose (5.00) from holding XP Selection Fundo or give up 0.83% of portfolio value over 90 days. XP Selection Fundo is generating negative expected returns and assumes 1.3038% volatility on return distribution over the 90 days horizon. Simply put, 11% of funds are less volatile than XPSF11, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
XP Selection Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for XP Selection's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as XP Selection Fundo, and traders can use it to determine the average amount a XP Selection'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 = -0.0044
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XPSF11 |
Estimated Market Risk
| 1.3 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average XP Selection 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 XP Selection by adding XP Selection to a well-diversified portfolio.
About XP Selection Performance
By analyzing XP Selection's fundamental ratios, stakeholders can gain valuable insights into XP Selection's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if XP Selection 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 XP Selection 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 XP Selection Fundo performance evaluation
Checking the ongoing alerts about XP Selection for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for XP Selection Fundo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| XP Selection Fundo generated a negative expected return over the last 90 days |
- Analyzing XP Selection'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 XP Selection's stock is overvalued or undervalued compared to its peers.
- Examining XP Selection'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 XP Selection's management team can have a significant impact on its success or failure. Reviewing the track record and experience of XP Selection's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of XP Selection's fund. These opinions can provide insight into XP Selection's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in XPSF11 Fund
XP Selection financial ratios help investors to determine whether XPSF11 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 XPSF11 with respect to the benefits of owning XP Selection security.
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