Vinci Instrumentos (Brazil) Manager Performance Evaluation
| VIFI11 Fund | BRL 7.53 0.12 1.62% |
The entity has a beta of 0.29, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vinci Instrumentos' returns are expected to increase less than the market. However, during the bear market, the loss of holding Vinci Instrumentos is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Vinci Instrumentos Financeiros are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak technical and fundamental indicators, Vinci Instrumentos may actually be approaching a critical reversion point that can send shares even higher in March 2025.
...more| Fifty Two Week Low | 76.57 | |
| Fifty Two Week High | 98.00 |
Vinci |
Vinci Instrumentos Relative Risk vs. Return Landscape
If you would invest 710.00 in Vinci Instrumentos Financeiros on November 3, 2024 and sell it today you would earn a total of 43.00 from holding Vinci Instrumentos Financeiros or generate 6.06% return on investment over 90 days. Vinci Instrumentos Financeiros is generating 0.1127% of daily returns and assumes 1.7306% volatility on return distribution over the 90 days horizon. Simply put, 15% of funds are less volatile than Vinci, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Vinci Instrumentos Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vinci Instrumentos' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Vinci Instrumentos Financeiros, and traders can use it to determine the average amount a Vinci Instrumentos' 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 = 0.0651
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | VIFI11 | High Risk | Huge Risk |
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Estimated Market Risk
| 1.73 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Vinci Instrumentos is performing at about 5% 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 Vinci Instrumentos by adding it to a well-diversified portfolio.
About Vinci Instrumentos Performance
By analyzing Vinci Instrumentos' fundamental ratios, stakeholders can gain valuable insights into Vinci Instrumentos' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Vinci Instrumentos 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 Vinci Instrumentos 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 Vinci Instrumentos performance evaluation
Checking the ongoing alerts about Vinci Instrumentos for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Vinci Instrumentos help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Vinci Instrumentos' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Vinci Instrumentos' fund performance include:- Analyzing Vinci Instrumentos' 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 Vinci Instrumentos' stock is overvalued or undervalued compared to its peers.
- Examining Vinci Instrumentos' 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 Vinci Instrumentos' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vinci Instrumentos' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Vinci Instrumentos' fund. These opinions can provide insight into Vinci Instrumentos' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vinci Fund
Vinci Instrumentos financial ratios help investors to determine whether Vinci 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 Vinci with respect to the benefits of owning Vinci Instrumentos security.
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