CSHG Renda (Brazil) Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.17, which signifies not very significant fluctuations relative to the market. As returns on the market increase, CSHG Renda's returns are expected to increase less than the market. However, during the bear market, the loss of holding CSHG Renda is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days CSHG Renda Urbana has generated negative risk-adjusted returns adding no value to fund investors. Despite latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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CSHG Renda Relative Risk vs. Return Landscape
If you would invest 12,295 in CSHG Renda Urbana on September 13, 2024 and sell it today you would lose (1,160) from holding CSHG Renda Urbana or give up 9.43% of portfolio value over 90 days. CSHG Renda Urbana is generating negative expected returns and assumes 0.8471% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than CSHG, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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CSHG Renda Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CSHG Renda's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CSHG Renda Urbana, and traders can use it to determine the average amount a CSHG 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 = -0.1844
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HGRU11 |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.16 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average CSHG 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 CSHG Renda by adding CSHG Renda to a well-diversified portfolio.
Things to note about CSHG Renda Urbana performance evaluation
Checking the ongoing alerts about CSHG Renda for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CSHG Renda Urbana help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| CSHG Renda Urbana generated a negative expected return over the last 90 days |
- Analyzing CSHG 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 CSHG Renda's stock is overvalued or undervalued compared to its peers.
- Examining CSHG 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 CSHG Renda's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CSHG Renda's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CSHG Renda's fund. These opinions can provide insight into CSHG Renda's potential for growth and whether the stock is currently undervalued or overvalued.
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