Ourinvest Jpp (Brazil) Manager Performance Evaluation
| OUJP11 Fund | BRL 77.83 0.31 0.40% |
The fund holds a Beta of -0.0178, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ourinvest Jpp are expected to decrease at a much lower rate. During the bear market, Ourinvest Jpp is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Ourinvest Jpp Fundo has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong forward-looking indicators, Ourinvest Jpp is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 94.11 | |
| Fifty Two Week High | 120.00 |
Ourinvest |
Ourinvest Jpp Relative Risk vs. Return Landscape
If you would invest 7,935 in Ourinvest Jpp Fundo on August 30, 2024 and sell it today you would lose (152.00) from holding Ourinvest Jpp Fundo or give up 1.92% of portfolio value over 90 days. Ourinvest Jpp Fundo is generating negative expected returns and assumes 0.5687% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than Ourinvest, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Ourinvest Jpp Current Valuation
Fairly Valued
Today
Please note that Ourinvest Jpp's price fluctuation is very steady at this time. Ourinvest Jpp Fundo holds a recent Real Value of R$77.97 per share. The prevailing price of the fund is R$77.83. Our model determines the value of Ourinvest Jpp Fundo from analyzing the fund technical indicators and probability of bankruptcy. In general, investors support taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Ourinvest Jpp is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ourinvest Fund. However, Ourinvest Jpp's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 77.83 | Real 77.97 | Hype 77.83 | Naive 78.69 |
The real value of Ourinvest Fund, also known as its intrinsic value, is the underlying worth of Ourinvest Jpp Fundo Fund, which is reflected in its stock price. It is based on Ourinvest Jpp's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Ourinvest Jpp's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Ourinvest Jpp Fundo helps investors to forecast how Ourinvest fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ourinvest Jpp more accurately as focusing exclusively on Ourinvest Jpp's fundamentals will not take into account other important factors: Ourinvest Jpp Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ourinvest Jpp's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Ourinvest Jpp Fundo, and traders can use it to determine the average amount a Ourinvest Jpp'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 = -0.052
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OUJP11 |
Estimated Market Risk
| 0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ourinvest Jpp 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 Ourinvest Jpp by adding Ourinvest Jpp to a well-diversified portfolio.
About Ourinvest Jpp Performance
By analyzing Ourinvest Jpp's fundamental ratios, stakeholders can gain valuable insights into Ourinvest Jpp's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Ourinvest Jpp 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 Ourinvest Jpp 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 Ourinvest Jpp Fundo performance evaluation
Checking the ongoing alerts about Ourinvest Jpp for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Ourinvest Jpp Fundo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ourinvest Jpp Fundo generated a negative expected return over the last 90 days |
- Analyzing Ourinvest Jpp'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 Ourinvest Jpp's stock is overvalued or undervalued compared to its peers.
- Examining Ourinvest Jpp'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 Ourinvest Jpp's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ourinvest Jpp's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Ourinvest Jpp's fund. These opinions can provide insight into Ourinvest Jpp's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ourinvest Fund
Ourinvest Jpp financial ratios help investors to determine whether Ourinvest 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 Ourinvest with respect to the benefits of owning Ourinvest Jpp security.
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