Hedge Logistica (Brazil) Manager Performance Evaluation

HLOG11 Fund  BRL 82.55  0.57  0.69%   
The fund retains a Market Volatility (i.e., Beta) of 0.095, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hedge Logistica's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hedge Logistica is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days Hedge Logistica Fundo has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Hedge Logistica 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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Fifty Two Week High126.00
  

Hedge Logistica Relative Risk vs. Return Landscape

If you would invest  8,351  in Hedge Logistica Fundo on August 31, 2024 and sell it today you would lose (96.00) from holding Hedge Logistica Fundo or give up 1.15% of portfolio value over 90 days. Hedge Logistica Fundo is generating negative expected returns and assumes 0.5084% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than Hedge, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon Hedge Logistica is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.46 times less risky than the market. the firm trades about -0.03 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.2 of returns per unit of risk over similar time horizon.

Hedge Logistica Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Hedge Logistica's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Hedge Logistica Fundo, and traders can use it to determine the average amount a Hedge Logistica'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 = -0.0342

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Negative ReturnsHLOG11

Estimated Market Risk

 0.51
  actual daily
4
96% of assets are more volatile

Expected Return

 -0.02
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.03
  actual daily
0
Most of other assets perform better
Based on monthly moving average Hedge Logistica 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 Hedge Logistica by adding Hedge Logistica to a well-diversified portfolio.

About Hedge Logistica Performance

By analyzing Hedge Logistica's fundamental ratios, stakeholders can gain valuable insights into Hedge Logistica's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Hedge Logistica 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 Hedge Logistica 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 Hedge Logistica Fundo performance evaluation

Checking the ongoing alerts about Hedge Logistica for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Hedge Logistica Fundo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Hedge Logistica generated a negative expected return over the last 90 days
Evaluating Hedge Logistica's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Hedge Logistica's fund performance include:
  • Analyzing Hedge Logistica'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 Hedge Logistica's stock is overvalued or undervalued compared to its peers.
  • Examining Hedge Logistica'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 Hedge Logistica's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hedge Logistica's management team can help you assess the Fund's leadership.
  • Pay attention to analyst opinions and ratings of Hedge Logistica's fund. These opinions can provide insight into Hedge Logistica's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Hedge Logistica's fund performance is not an exact science, and many factors can impact Hedge Logistica's fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Hedge Fund

Hedge Logistica financial ratios help investors to determine whether Hedge 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 Hedge with respect to the benefits of owning Hedge Logistica security.
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