Union De (Peru) Performance
| BACKUSI1 | 21.84 0.74 3.51% |
Union De has a performance score of 6 on a scale of 0 to 100. The entity has a beta of 0.0139, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Union De's returns are expected to increase less than the market. However, during the bear market, the loss of holding Union De is expected to be smaller as well. Union de Cervecerias right now has a risk of 1.27%. Please validate Union De potential upside, and the relationship between the total risk alpha and kurtosis , to decide if Union De will be following its existing price patterns.
Risk-Adjusted Performance
6 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Union de Cervecerias are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite fairly unsteady basic indicators, Union De may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
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Union De Relative Risk vs. Return Landscape
If you would invest 2,050 in Union de Cervecerias on September 2, 2024 and sell it today you would earn a total of 134.00 from holding Union de Cervecerias or generate 6.54% return on investment over 90 days. Union de Cervecerias is generating 0.1069% of daily returns and assumes 1.2701% volatility on return distribution over the 90 days horizon. Simply put, 11% of stocks are less volatile than Union, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Union De Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Union De's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Union de Cervecerias, and traders can use it to determine the average amount a Union De'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 = 0.0842
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| Cash | BACKUSI1 | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.27 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Union De is performing at about 6% 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 Union De by adding it to a well-diversified portfolio.
About Union De Performance
By evaluating Union De's fundamental ratios, stakeholders can gain valuable insights into Union De's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Union De 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 Union De has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about Union de Cervecerias performance evaluation
Checking the ongoing alerts about Union De for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Union de Cervecerias help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Union De's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Union De's stock performance include:- Analyzing Union De'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 Union De's stock is overvalued or undervalued compared to its peers.
- Examining Union De'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 Union De's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Union De's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Union De's stock. These opinions can provide insight into Union De's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Union Stock analysis
When running Union De's price analysis, check to measure Union De's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Union De is operating at the current time. Most of Union De's value examination focuses on studying past and present price action to predict the probability of Union De's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Union De's price. Additionally, you may evaluate how the addition of Union De to your portfolios can decrease your overall portfolio volatility.
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