Cshg Jhsf (Brazil) Manager Performance Evaluation
| HGPO11 Fund | 122.55 0.43 0.35% |
The fund shows a Beta (market volatility) of 1.13, which signifies a somewhat significant risk relative to the market. Cshg Jhsf returns are very sensitive to returns on the market. As the market goes up or down, Cshg Jhsf is expected to follow.
Risk-Adjusted Performance
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Over the last 90 days Cshg Jhsf Prime has generated negative risk-adjusted returns adding no value to fund investors. Despite weak performance in the last few months, the Fund's basic indicators remain somewhat strong which may send shares a bit higher in December 2024. The current disturbance may also be a sign of long term up-swing for the fund investors.
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Cshg Jhsf Relative Risk vs. Return Landscape
If you would invest 30,278 in Cshg Jhsf Prime on September 1, 2024 and sell it today you would lose (18,023) from holding Cshg Jhsf Prime or give up 59.53% of portfolio value over 90 days. Cshg Jhsf Prime is generating negative expected returns and assumes 7.7642% volatility on return distribution over the 90 days horizon. Simply put, 69% of funds are less volatile than Cshg, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Cshg Jhsf Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cshg Jhsf's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Cshg Jhsf Prime, and traders can use it to determine the average amount a Cshg Jhsf'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 = -0.1157
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HGPO11 |
Estimated Market Risk
| 7.76 actual daily | 69 69% of assets are less volatile |
Expected Return
| -0.9 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Cshg Jhsf 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 Cshg Jhsf by adding Cshg Jhsf to a well-diversified portfolio.
Things to note about Cshg Jhsf Prime performance evaluation
Checking the ongoing alerts about Cshg Jhsf for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Cshg Jhsf Prime help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Cshg Jhsf Prime generated a negative expected return over the last 90 days | |
| Cshg Jhsf Prime has high historical volatility and very poor performance |
- Analyzing Cshg Jhsf'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 Cshg Jhsf's stock is overvalued or undervalued compared to its peers.
- Examining Cshg Jhsf'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 Cshg Jhsf's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cshg Jhsf's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Cshg Jhsf's fund. These opinions can provide insight into Cshg Jhsf's potential for growth and whether the stock is currently undervalued or overvalued.
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