BARINGS LATIN (Germany) Manager Performance Evaluation
| BYQM Fund | EUR 27.09 0.35 1.28% |
The entity shows a Beta (market volatility) of 0.0154, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BARINGS LATIN's returns are expected to increase less than the market. However, during the bear market, the loss of holding BARINGS LATIN is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days BARINGS LATIN AMERICA has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound technical and fundamental indicators, BARINGS LATIN is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
...moreBARINGS |
BARINGS LATIN Relative Risk vs. Return Landscape
If you would invest 2,864 in BARINGS LATIN AMERICA on September 4, 2024 and sell it today you would lose (155.00) from holding BARINGS LATIN AMERICA or give up 5.41% of portfolio value over 90 days. BARINGS LATIN AMERICA is generating negative expected returns and assumes 1.2334% volatility on return distribution over the 90 days horizon. Simply put, 10% of funds are less volatile than BARINGS, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BARINGS LATIN Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BARINGS LATIN's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BARINGS LATIN AMERICA, and traders can use it to determine the average amount a BARINGS LATIN'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 = -0.0667
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| Negative Returns | BYQM |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average BARINGS LATIN 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 BARINGS LATIN by adding BARINGS LATIN to a well-diversified portfolio.
About BARINGS LATIN Performance
By analyzing BARINGS LATIN's fundamental ratios, stakeholders can gain valuable insights into BARINGS LATIN's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BARINGS LATIN 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 BARINGS LATIN 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 BARINGS LATIN AMERICA performance evaluation
Checking the ongoing alerts about BARINGS LATIN for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BARINGS LATIN AMERICA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| BARINGS LATIN generated a negative expected return over the last 90 days |
- Analyzing BARINGS LATIN'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 BARINGS LATIN's stock is overvalued or undervalued compared to its peers.
- Examining BARINGS LATIN'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 BARINGS LATIN's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BARINGS LATIN's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BARINGS LATIN's fund. These opinions can provide insight into BARINGS LATIN's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BARINGS Fund
BARINGS LATIN financial ratios help investors to determine whether BARINGS 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 BARINGS with respect to the benefits of owning BARINGS LATIN security.
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