Mxima Renda (Brazil) Manager Performance Evaluation

CARE11 Fund  BRL 1.33  0.01  0.75%   
The fund secures a Beta (Market Risk) of 0.32, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mxima Renda's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mxima Renda is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days Mxima Renda Corporativa has generated negative risk-adjusted returns adding no value to fund investors. Despite weak performance in the last few months, the Fund's basic indicators remain somewhat strong which may send shares a bit higher in December 2024. The current disturbance may also be a sign of long term up-swing for the fund investors.
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Quick Ratio0.80
Fifty Two Week Low1.3300
Fifty Two Week High2.5000
  

Mxima Renda Relative Risk vs. Return Landscape

If you would invest  159.00  in Mxima Renda Corporativa on August 28, 2024 and sell it today you would lose (26.00) from holding Mxima Renda Corporativa or give up 16.35% of portfolio value over 90 days. Mxima Renda Corporativa is generating negative expected returns and assumes 2.0384% volatility on return distribution over the 90 days horizon. Simply put, 18% of funds are less volatile than Mxima, 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 Mxima Renda is expected to under-perform the market. In addition to that, the company is 2.61 times more volatile than its market benchmark. It trades about -0.13 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.18 per unit of volatility.

Mxima Renda Current Valuation

Overvalued
Today
1.33
Please note that Mxima Renda's price fluctuation is very risky at this time. Today, the fund appears to be overvalued. Mxima Renda Corporativa secures a last-minute Real Value of R$1.21 per share. The latest price of the fund is R$1.33. We determine the value of Mxima Renda Corporativa from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Mxima Renda is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mxima Fund. However, Mxima Renda's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  1.33 Real  1.21 Hype  1.34 Naive  1.22
The real value of Mxima Fund, also known as its intrinsic value, is the underlying worth of Mxima Renda Corporativa Fund, which is reflected in its stock price. It is based on Mxima Renda's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Mxima Renda's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
1.21
Real Value
3.24
Upside
Estimating the potential upside or downside of Mxima Renda Corporativa helps investors to forecast how Mxima fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Mxima Renda more accurately as focusing exclusively on Mxima Renda's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
1.281.401.52
Details
Hype
Prediction
LowEstimatedHigh
0.071.343.37
Details
Naive
Forecast
LowNext ValueHigh
0.021.223.24
Details

Mxima Renda Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Mxima Renda's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Mxima Renda Corporativa, and traders can use it to determine the average amount a Mxima Renda'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 = -0.131

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Negative ReturnsCARE11

Estimated Market Risk

 2.04
  actual daily
18
82% of assets are more volatile

Expected Return

 -0.27
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.13
  actual daily
0
Most of other assets perform better
Based on monthly moving average Mxima Renda 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 Mxima Renda by adding Mxima Renda to a well-diversified portfolio.

Mxima Renda Fundamentals Growth

Mxima Fund prices reflect investors' perceptions of the future prospects and financial health of Mxima Renda, and Mxima Renda fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Mxima Fund performance.

About Mxima Renda Performance

By analyzing Mxima Renda's fundamental ratios, stakeholders can gain valuable insights into Mxima Renda's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Mxima Renda 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 Mxima Renda has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Maxima Renda Corporativa Fundo Invest Imobiliario-Cotas Fund specializes in real estate investments. Mxi Renda is traded on Sao Paolo Stock Exchange in Brazil.

Things to note about Mxima Renda Corporativa performance evaluation

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

Mxima Renda financial ratios help investors to determine whether Mxima 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 Mxima with respect to the benefits of owning Mxima Renda security.
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance