Af Invest (Brazil) Manager Performance Evaluation
| AFHI11 Fund | BRL 92.95 0.69 0.74% |
The fund owns a Beta (Systematic Risk) of 0.1, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Af Invest's returns are expected to increase less than the market. However, during the bear market, the loss of holding Af Invest is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Af Invest Cri has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong technical indicators, Af Invest is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreAFHI11 |
Af Invest Relative Risk vs. Return Landscape
If you would invest 9,730 in Af Invest Cri on September 3, 2024 and sell it today you would lose (435.00) from holding Af Invest Cri or give up 4.47% of portfolio value over 90 days. Af Invest Cri is generating negative expected returns and assumes 0.4303% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than AFHI11, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Af Invest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Af Invest's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Af Invest Cri, and traders can use it to determine the average amount a Af Invest'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 = -0.1665
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| Negative Returns | AFHI11 |
Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Af Invest 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 Af Invest by adding Af Invest to a well-diversified portfolio.
About Af Invest Performance
By analyzing Af Invest's fundamental ratios, stakeholders can gain valuable insights into Af Invest's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Af Invest 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 Af Invest 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 Af Invest Cri performance evaluation
Checking the ongoing alerts about Af Invest for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Af Invest Cri help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Af Invest Cri generated a negative expected return over the last 90 days |
- Analyzing Af Invest'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 Af Invest's stock is overvalued or undervalued compared to its peers.
- Examining Af Invest'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 Af Invest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Af Invest's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Af Invest's fund. These opinions can provide insight into Af Invest's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in AFHI11 Fund
Af Invest financial ratios help investors to determine whether AFHI11 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 AFHI11 with respect to the benefits of owning Af Invest security.
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