Votorantim Securities (Brazil) Manager Performance Evaluation
| VOTS11 Fund | BRL 70.19 5.14 6.82% |
The entity has a beta of 0.28, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Votorantim Securities' returns are expected to increase less than the market. However, during the bear market, the loss of holding Votorantim Securities is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Votorantim Securities Master 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 December 2024. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Fifty Two Week Low | 85.00 | |
| Fifty Two Week High | 85.00 |
Votorantim |
Votorantim Securities Relative Risk vs. Return Landscape
If you would invest 8,331 in Votorantim Securities Master on August 28, 2024 and sell it today you would lose (1,312) from holding Votorantim Securities Master or give up 15.75% of portfolio value over 90 days. Votorantim Securities Master is generating negative expected returns and assumes 2.4917% volatility on return distribution over the 90 days horizon. Simply put, 22% of funds are less volatile than Votorantim, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Votorantim Securities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Votorantim Securities' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Votorantim Securities Master, and traders can use it to determine the average amount a Votorantim Securities' 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 = -0.0983
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VOTS11 |
Estimated Market Risk
| 2.49 actual daily | 22 78% of assets are more volatile |
Expected Return
| -0.24 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Votorantim Securities 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 Votorantim Securities by adding Votorantim Securities to a well-diversified portfolio.
About Votorantim Securities Performance
By analyzing Votorantim Securities' fundamental ratios, stakeholders can gain valuable insights into Votorantim Securities' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Votorantim Securities 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 Votorantim Securities 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 Votorantim Securities performance evaluation
Checking the ongoing alerts about Votorantim Securities for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Votorantim Securities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Votorantim Securities generated a negative expected return over the last 90 days |
- Analyzing Votorantim Securities' 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 Votorantim Securities' stock is overvalued or undervalued compared to its peers.
- Examining Votorantim Securities' 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 Votorantim Securities' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Votorantim Securities' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Votorantim Securities' fund. These opinions can provide insight into Votorantim Securities' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Votorantim Fund
Votorantim Securities financial ratios help investors to determine whether Votorantim 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 Votorantim with respect to the benefits of owning Votorantim Securities security.
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