Luggo Fundo (Brazil) Manager Performance Evaluation
| LUGG11 Fund | BRL 67.79 1.10 1.60% |
The fund secures a Beta (Market Risk) of -0.12, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Luggo Fundo are expected to decrease at a much lower rate. During the bear market, Luggo Fundo is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Luggo Fundo De has generated negative risk-adjusted returns adding no value to fund investors. Despite latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Fifty Two Week Low | 87.80 | |
| Fifty Two Week High | 105.99 |
Luggo |
Luggo Fundo Relative Risk vs. Return Landscape
If you would invest 7,292 in Luggo Fundo De on August 30, 2024 and sell it today you would lose (513.00) from holding Luggo Fundo De or give up 7.04% of portfolio value over 90 days. Luggo Fundo De is generating negative expected returns and assumes 0.8583% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than Luggo, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Luggo Fundo Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Luggo Fundo's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Luggo Fundo De, and traders can use it to determine the average amount a Luggo 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 = -0.1328
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LUGG11 |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Luggo 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 Luggo Fundo by adding Luggo Fundo to a well-diversified portfolio.
About Luggo Fundo Performance
By analyzing Luggo Fundo's fundamental ratios, stakeholders can gain valuable insights into Luggo Fundo's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Luggo Fundo 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 Luggo Fundo 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 Luggo Fundo De performance evaluation
Checking the ongoing alerts about Luggo Fundo for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Luggo Fundo De help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Luggo Fundo De generated a negative expected return over the last 90 days |
- Analyzing Luggo 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 Luggo Fundo's stock is overvalued or undervalued compared to its peers.
- Examining Luggo 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 Luggo Fundo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Luggo Fundo's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Luggo Fundo's fund. These opinions can provide insight into Luggo Fundo's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Luggo Fund
Luggo Fundo financial ratios help investors to determine whether Luggo 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 Luggo with respect to the benefits of owning Luggo Fundo security.
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