Finizens Atrevido (Spain) Manager Performance Evaluation
| 0P00019JDN | 16.91 0.11 0.65% |
The fund shows a Beta (market volatility) of -0.3, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Finizens Atrevido are expected to decrease at a much lower rate. During the bear market, Finizens Atrevido is likely to outperform the market.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Finizens Atrevido Pp are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Finizens Atrevido is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
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Finizens Atrevido Relative Risk vs. Return Landscape
If you would invest 1,613 in Finizens Atrevido Pp on August 30, 2024 and sell it today you would earn a total of 78.00 from holding Finizens Atrevido Pp or generate 4.84% return on investment over 90 days. Finizens Atrevido Pp is generating 0.0757% of daily returns and assumes 0.6132% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than Finizens, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Finizens Atrevido Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Finizens Atrevido's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Finizens Atrevido Pp, and traders can use it to determine the average amount a Finizens Atrevido'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 = 0.1234
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Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Finizens Atrevido is performing at about 9% 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 Finizens Atrevido by adding it to a well-diversified portfolio.
Things to note about Finizens Atrevido performance evaluation
Checking the ongoing alerts about Finizens Atrevido for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Finizens Atrevido help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Finizens Atrevido's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Finizens Atrevido's fund performance include:- Analyzing Finizens Atrevido'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 Finizens Atrevido's stock is overvalued or undervalued compared to its peers.
- Examining Finizens Atrevido'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 Finizens Atrevido's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Finizens Atrevido's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Finizens Atrevido's fund. These opinions can provide insight into Finizens Atrevido's potential for growth and whether the stock is currently undervalued or overvalued.
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