Pedra Dourada (Brazil) Manager Performance Evaluation
| OULG11 Fund | BRL 35.00 0.01 0.03% |
The fund holds a Beta of 0.0314, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pedra Dourada's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pedra Dourada is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pedra Dourada Fundo are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak essential indicators, Pedra Dourada may actually be approaching a critical reversion point that can send shares even higher in March 2025.
...morePedra |
Pedra Dourada Relative Risk vs. Return Landscape
If you would invest 3,170 in Pedra Dourada Fundo on November 9, 2024 and sell it today you would earn a total of 330.00 from holding Pedra Dourada Fundo or generate 10.41% return on investment over 90 days. Pedra Dourada Fundo is generating 0.1752% of daily returns and assumes 0.9397% volatility on return distribution over the 90 days horizon. Simply put, 8% of funds are less volatile than Pedra, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Pedra Dourada Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pedra Dourada's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Pedra Dourada Fundo, and traders can use it to determine the average amount a Pedra Dourada'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 = 0.1864
| Best Portfolio | Best Equity | |||
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| Small Returns | OULG11 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Pedra Dourada is performing at about 14% of its full potential. 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 Pedra Dourada by adding it to a well-diversified portfolio.
About Pedra Dourada Performance
By analyzing Pedra Dourada's fundamental ratios, stakeholders can gain valuable insights into Pedra Dourada's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Pedra Dourada 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 Pedra Dourada has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Pedra Dourada Fundo De Investimento Imobilirio - FII specializes in real estate investments. FII OURILOG is traded on Sao Paolo Stock Exchange in Brazil.Things to note about Pedra Dourada Fundo performance evaluation
Checking the ongoing alerts about Pedra Dourada for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Pedra Dourada Fundo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pedra Dourada's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pedra Dourada's fund performance include:- Analyzing Pedra Dourada'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 Pedra Dourada's stock is overvalued or undervalued compared to its peers.
- Examining Pedra Dourada'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 Pedra Dourada's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pedra Dourada's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Pedra Dourada's fund. These opinions can provide insight into Pedra Dourada's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pedra Fund
Pedra Dourada financial ratios help investors to determine whether Pedra 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 Pedra with respect to the benefits of owning Pedra Dourada security.
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