Imob I (Brazil) Manager Performance Evaluation
| LGCP11 Fund | BRL 73.72 0.21 0.28% |
The fund retains a Market Volatility (i.e., Beta) of 0.12, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Imob I's returns are expected to increase less than the market. However, during the bear market, the loss of holding Imob I is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Imob I Fundo has generated negative risk-adjusted returns adding no value to fund investors. Despite weak performance in the last few months, the Fund's fundamental 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.
...more| Fifty Two Week Low | 82.00 | |
| Fifty Two Week High | 110.00 |
Imob |
Imob I Relative Risk vs. Return Landscape
If you would invest 8,438 in Imob I Fundo on August 30, 2024 and sell it today you would lose (1,066) from holding Imob I Fundo or give up 12.63% of portfolio value over 90 days. Imob I Fundo is generating negative expected returns and assumes 1.0731% volatility on return distribution over the 90 days horizon. Simply put, 9% of funds are less volatile than Imob, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Imob I Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Imob I's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Imob I Fundo, and traders can use it to determine the average amount a Imob I'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 = -0.1974
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LGCP11 |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.21 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Imob I 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 Imob I by adding Imob I to a well-diversified portfolio.
About Imob I Performance
By analyzing Imob I's fundamental ratios, stakeholders can gain valuable insights into Imob I's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Imob I 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 Imob I 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 Imob I Fundo performance evaluation
Checking the ongoing alerts about Imob I for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Imob I Fundo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Imob I Fundo generated a negative expected return over the last 90 days |
- Analyzing Imob I'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 Imob I's stock is overvalued or undervalued compared to its peers.
- Examining Imob I'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 Imob I's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Imob I's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Imob I's fund. These opinions can provide insight into Imob I's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Imob Fund
Imob I financial ratios help investors to determine whether Imob 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 Imob with respect to the benefits of owning Imob I security.
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