Polo Fundo (Brazil) Manager Performance Evaluation
| PLRI11 Fund | BRL 14.80 0.33 2.28% |
The fund holds a Beta of -0.18, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Polo Fundo are expected to decrease at a much lower rate. During the bear market, Polo Fundo is likely to outperform the market.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Polo Fundo de are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, Polo Fundo sustained solid returns over the last few months and may actually be approaching a breakup point.
...more| Fifty Two Week Low | 60.00 | |
| Fifty Two Week High | 65.39 |
Polo |
Polo Fundo Relative Risk vs. Return Landscape
If you would invest 1,160 in Polo Fundo de on November 2, 2024 and sell it today you would earn a total of 320.00 from holding Polo Fundo de or generate 27.59% return on investment over 90 days. Polo Fundo de is generating 0.6659% of daily returns and assumes 7.393% volatility on return distribution over the 90 days horizon. Simply put, 65% of funds are less volatile than Polo, and 87% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Polo Fundo Current Valuation
Overvalued
Today
Please note that Polo Fundo's price fluctuation is slightly risky at this time. Based on Macroaxis valuation methodology, the fund is overvalued. Polo Fundo de holds a recent Real Value of R$12.95 per share. The prevailing price of the fund is R$14.8. Our model determines the value of Polo Fundo de 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 Polo Fundo is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polo Fund. However, Polo Fundo'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 14.8 | Real 12.95 | Hype 14.47 | Naive 12.62 |
The real value of Polo Fund, also known as its intrinsic value, is the underlying worth of Polo Fundo de Fund, which is reflected in its stock price. It is based on Polo Fundo's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Polo Fundo'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 Polo Fundo de helps investors to forecast how Polo 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 Polo Fundo more accurately as focusing exclusively on Polo Fundo's fundamentals will not take into account other important factors: Polo Fundo Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polo Fundo's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Polo Fundo de, and traders can use it to determine the average amount a Polo 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 = 0.0901
| Best Portfolio | Best Equity | |||
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| Small Returns | PLRI11 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 7.39 actual daily | 65 65% of assets are less volatile |
Expected Return
| 0.67 actual daily | 13 87% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Polo Fundo is performing at about 7% 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 Polo Fundo by adding it to a well-diversified portfolio.
Polo Fundo Fundamentals Growth
Polo Fund prices reflect investors' perceptions of the future prospects and financial health of Polo Fundo, and Polo Fundo fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Polo Fund performance.
About Polo Fundo Performance
By analyzing Polo Fundo's fundamental ratios, stakeholders can gain valuable insights into Polo Fundo's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Polo 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 Polo 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 Polo Fundo de performance evaluation
Checking the ongoing alerts about Polo Fundo for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Polo Fundo de help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Polo Fundo de is way too risky over 90 days horizon | |
| Polo Fundo de appears to be risky and price may revert if volatility continues |
- Analyzing Polo 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 Polo Fundo's stock is overvalued or undervalued compared to its peers.
- Examining Polo 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 Polo Fundo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polo Fundo's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Polo Fundo's fund. These opinions can provide insight into Polo Fundo's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Polo Fund
Polo Fundo financial ratios help investors to determine whether Polo 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 Polo with respect to the benefits of owning Polo Fundo security.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |