CF3 FUNDO (Brazil) Manager Performance Evaluation
| CFII11 Fund | 1,000.00 0.00 0.00% |
The fund owns a Beta (Systematic Risk) of -0.0834, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning CF3 FUNDO are expected to decrease at a much lower rate. During the bear market, CF3 FUNDO is likely to outperform the market.
Risk-Adjusted Performance
10 of 100
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OK
Compared to the overall equity markets, risk-adjusted returns on investments in CF3 FUNDO DE are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak forward indicators, CF3 FUNDO may actually be approaching a critical reversion point that can send shares even higher in February 2025.
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CF3 FUNDO Relative Risk vs. Return Landscape
If you would invest 92,155 in CF3 FUNDO DE on October 24, 2024 and sell it today you would earn a total of 7,845 from holding CF3 FUNDO DE or generate 8.51% return on investment over 90 days. CF3 FUNDO DE is generating 0.1468% of daily returns and assumes 1.1178% volatility on return distribution over the 90 days horizon. Simply put, 9% of funds are less volatile than CF3, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CF3 FUNDO Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CF3 FUNDO's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CF3 FUNDO DE, and traders can use it to determine the average amount a CF3 FUNDO'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 = 0.1313
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| Cash | CFII11 | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average CF3 FUNDO is performing at about 10% 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 CF3 FUNDO by adding it to a well-diversified portfolio.
Things to note about CF3 FUNDO DE performance evaluation
Checking the ongoing alerts about CF3 FUNDO for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CF3 FUNDO DE help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating CF3 FUNDO's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate CF3 FUNDO's fund performance include:- Analyzing CF3 FUNDO'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 CF3 FUNDO's stock is overvalued or undervalued compared to its peers.
- Examining CF3 FUNDO'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 CF3 FUNDO's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CF3 FUNDO's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CF3 FUNDO's fund. These opinions can provide insight into CF3 FUNDO's potential for growth and whether the stock is currently undervalued or overvalued.
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