Brunara SA (Spain) Manager Performance Evaluation
| S1013 Fund | EUR 24.16 0.11 0.46% |
The fund shows a Beta (market volatility) of 0.23, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Brunara SA's returns are expected to increase less than the market. However, during the bear market, the loss of holding Brunara SA is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Brunara SA SICAV has generated negative risk-adjusted returns adding no value to fund investors. In spite of very healthy primary indicators, Brunara SA is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.
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Brunara SA Relative Risk vs. Return Landscape
If you would invest 2,399 in Brunara SA SICAV on December 21, 2024 and sell it today you would earn a total of 6.00 from holding Brunara SA SICAV or generate 0.25% return on investment over 90 days. Brunara SA SICAV is generating 0.0052% of daily returns and assumes 0.4762% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than Brunara, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Brunara SA Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brunara SA's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Brunara SA SICAV, and traders can use it to determine the average amount a Brunara SA'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 = 0.0109
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | S1013 |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Brunara SA 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 Brunara SA by adding Brunara SA to a well-diversified portfolio.
About Brunara SA Performance
By examining Brunara SA's fundamental ratios, stakeholders can obtain critical insights into Brunara SA's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Brunara SA is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Things to note about Brunara SA SICAV performance evaluation
Checking the ongoing alerts about Brunara SA for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Brunara SA SICAV help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Brunara SA's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Brunara SA's fund performance include:- Analyzing Brunara SA'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 Brunara SA's stock is overvalued or undervalued compared to its peers.
- Examining Brunara SA'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 Brunara SA's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brunara SA's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Brunara SA's fund. These opinions can provide insight into Brunara SA's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Brunara Fund
Brunara SA financial ratios help investors to determine whether Brunara 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 Brunara with respect to the benefits of owning Brunara SA security.
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