HIGH FUNDO (Brazil) Manager Performance Evaluation
| HGAG11 Fund | 12.00 2.20 15.49% |
The fund retains a Market Volatility (i.e., Beta) of -0.47, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning HIGH FUNDO are expected to decrease at a much lower rate. During the bear market, HIGH FUNDO is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days HIGH FUNDO DE 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 January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...moreHIGH |
HIGH FUNDO Relative Risk vs. Return Landscape
If you would invest 1,782 in HIGH FUNDO DE on September 3, 2024 and sell it today you would lose (582.00) from holding HIGH FUNDO DE or give up 32.66% of portfolio value over 90 days. HIGH FUNDO DE is generating negative expected returns and assumes 5.2823% volatility on return distribution over the 90 days horizon. Simply put, 47% of funds are less volatile than HIGH, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
HIGH FUNDO Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for HIGH FUNDO's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as HIGH FUNDO DE, and traders can use it to determine the average amount a HIGH 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 = -0.0921
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HGAG11 |
Estimated Market Risk
| 5.28 actual daily | 47 53% of assets are more volatile |
Expected Return
| -0.49 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average HIGH FUNDO 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 HIGH FUNDO by adding HIGH FUNDO to a well-diversified portfolio.
Things to note about HIGH FUNDO DE performance evaluation
Checking the ongoing alerts about HIGH FUNDO for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for HIGH FUNDO DE help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| HIGH FUNDO DE generated a negative expected return over the last 90 days | |
| HIGH FUNDO DE has high historical volatility and very poor performance |
- Analyzing HIGH 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 HIGH FUNDO's stock is overvalued or undervalued compared to its peers.
- Examining HIGH 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 HIGH FUNDO's management team can have a significant impact on its success or failure. Reviewing the track record and experience of HIGH FUNDO's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of HIGH FUNDO's fund. These opinions can provide insight into HIGH FUNDO's potential for growth and whether the stock is currently undervalued or overvalued.
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