VECTIS DATAGRO (Brazil) Manager Performance Evaluation
| VCRA11 Fund | 69.45 1.55 2.28% |
The entity owns a Beta (Systematic Risk) of 0.0286, which indicates not very significant fluctuations relative to the market. As returns on the market increase, VECTIS DATAGRO's returns are expected to increase less than the market. However, during the bear market, the loss of holding VECTIS DATAGRO 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 VECTIS DATAGRO CR are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, VECTIS DATAGRO sustained solid returns over the last few months and may actually be approaching a breakup point.
...moreVECTIS |
VECTIS DATAGRO Relative Risk vs. Return Landscape
If you would invest 5,932 in VECTIS DATAGRO CR on January 2, 2025 and sell it today you would earn a total of 1,013 from holding VECTIS DATAGRO CR or generate 17.08% return on investment over 90 days. VECTIS DATAGRO CR is generating 0.2595% of daily returns and assumes 1.3462% volatility on return distribution over the 90 days horizon. Simply put, 12% of funds are less volatile than VECTIS, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
VECTIS DATAGRO Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for VECTIS DATAGRO's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as VECTIS DATAGRO CR, and traders can use it to determine the average amount a VECTIS DATAGRO'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 = 0.1927
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.26 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average VECTIS DATAGRO is performing at about 15% 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 VECTIS DATAGRO by adding it to a well-diversified portfolio.
Things to note about VECTIS DATAGRO CR performance evaluation
Checking the ongoing alerts about VECTIS DATAGRO for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for VECTIS DATAGRO CR help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating VECTIS DATAGRO's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate VECTIS DATAGRO's fund performance include:- Analyzing VECTIS DATAGRO'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 VECTIS DATAGRO's stock is overvalued or undervalued compared to its peers.
- Examining VECTIS DATAGRO'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 VECTIS DATAGRO's management team can have a significant impact on its success or failure. Reviewing the track record and experience of VECTIS DATAGRO's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of VECTIS DATAGRO's fund. These opinions can provide insight into VECTIS DATAGRO's potential for growth and whether the stock is currently undervalued or overvalued.
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