BTG Pactual (Chile) Manager Performance Evaluation
| CFIBTGFGIA | CLP 11,200 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0149, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning BTG Pactual are expected to decrease at a much lower rate. During the bear market, BTG Pactual is likely to outperform the market.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in BTG Pactual Chile are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly unfluctuating technical and fundamental indicators, BTG Pactual may actually be approaching a critical reversion point that can send shares even higher in December 2024.
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BTG Pactual Relative Risk vs. Return Landscape
If you would invest 1,037,268 in BTG Pactual Chile on August 28, 2024 and sell it today you would earn a total of 82,732 from holding BTG Pactual Chile or generate 7.98% return on investment over 90 days. BTG Pactual Chile is generating 0.132% of daily returns and assumes 0.6156% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than BTG, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BTG Pactual Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BTG Pactual's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BTG Pactual Chile, and traders can use it to determine the average amount a BTG Pactual'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 = 0.2144
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Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average BTG Pactual is performing at about 16% 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 BTG Pactual by adding it to a well-diversified portfolio.
About BTG Pactual Performance
By analyzing BTG Pactual's fundamental ratios, stakeholders can gain valuable insights into BTG Pactual's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BTG Pactual 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 BTG Pactual 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 BTG Pactual Chile performance evaluation
Checking the ongoing alerts about BTG Pactual for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BTG Pactual Chile help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating BTG Pactual's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BTG Pactual's fund performance include:- Analyzing BTG Pactual'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 BTG Pactual's stock is overvalued or undervalued compared to its peers.
- Examining BTG Pactual'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 BTG Pactual's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BTG Pactual's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BTG Pactual's fund. These opinions can provide insight into BTG Pactual's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BTG Fund
BTG Pactual financial ratios help investors to determine whether BTG 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 BTG with respect to the benefits of owning BTG Pactual security.
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