Tordesilhas (Brazil) Manager Performance Evaluation
| TORD11 Fund | BRL 0.91 0.02 2.15% |
The entity has a beta of 0.17, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Tordesilhas' returns are expected to increase less than the market. However, during the bear market, the loss of holding Tordesilhas is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Tordesilhas Ei Fundo has generated negative risk-adjusted returns adding no value to fund investors. Despite weak performance in the last few months, the Fund's basic indicators remain somewhat strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
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Tordesilhas Relative Risk vs. Return Landscape
If you would invest 107.00 in Tordesilhas Ei Fundo on September 13, 2024 and sell it today you would lose (16.00) from holding Tordesilhas Ei Fundo or give up 14.95% of portfolio value over 90 days. Tordesilhas Ei Fundo is generating negative expected returns and assumes 1.0427% volatility on return distribution over the 90 days horizon. Simply put, 9% of funds are less volatile than Tordesilhas, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Tordesilhas Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tordesilhas' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Tordesilhas Ei Fundo, and traders can use it to determine the average amount a Tordesilhas' 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 = -0.245
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TORD11 |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.26 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.24 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Tordesilhas 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 Tordesilhas by adding Tordesilhas to a well-diversified portfolio.
About Tordesilhas Performance
By analyzing Tordesilhas' fundamental ratios, stakeholders can gain valuable insights into Tordesilhas' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Tordesilhas 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 Tordesilhas 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 Tordesilhas Ei Fundo performance evaluation
Checking the ongoing alerts about Tordesilhas for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Tordesilhas Ei Fundo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tordesilhas Ei Fundo generated a negative expected return over the last 90 days | |
| Tordesilhas Ei Fundo has some characteristics of a very speculative penny stock |
- Analyzing Tordesilhas' 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 Tordesilhas' stock is overvalued or undervalued compared to its peers.
- Examining Tordesilhas' 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 Tordesilhas' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tordesilhas' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Tordesilhas' fund. These opinions can provide insight into Tordesilhas' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tordesilhas Fund
Tordesilhas financial ratios help investors to determine whether Tordesilhas 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 Tordesilhas with respect to the benefits of owning Tordesilhas security.
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