Rec Fundo (Brazil) Manager Performance Evaluation
| RECX11 Fund | BRL 67.99 0.00 0.00% |
The fund holds a Beta of 0.65, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Rec Fundo's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rec Fundo is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Rec Fundo De are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak fundamental indicators, Rec Fundo may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...moreRec |
Rec Fundo Relative Risk vs. Return Landscape
If you would invest 6,300 in Rec Fundo De on September 12, 2024 and sell it today you would earn a total of 499.00 from holding Rec Fundo De or generate 7.92% return on investment over 90 days. Rec Fundo De is generating 0.1865% of daily returns and assumes 3.7108% volatility on return distribution over the 90 days horizon. Simply put, 33% of funds are less volatile than Rec, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Rec Fundo Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rec Fundo's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Rec Fundo De, and traders can use it to determine the average amount a Rec 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 = 0.0503
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | RECX11 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 3.71 actual daily | 33 67% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Rec Fundo is performing at about 3% 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 Rec Fundo by adding it to a well-diversified portfolio.
About Rec Fundo Performance
By analyzing Rec Fundo's fundamental ratios, stakeholders can gain valuable insights into Rec Fundo's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Rec 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 Rec 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 Rec Fundo De performance evaluation
Checking the ongoing alerts about Rec Fundo for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Rec Fundo De help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rec Fundo De had very high historical volatility over the last 90 days |
- Analyzing Rec 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 Rec Fundo's stock is overvalued or undervalued compared to its peers.
- Examining Rec 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 Rec Fundo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rec Fundo's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Rec Fundo's fund. These opinions can provide insight into Rec Fundo's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rec Fund
Rec Fundo financial ratios help investors to determine whether Rec 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 Rec with respect to the benefits of owning Rec Fundo security.
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