Fundo Investec (Brazil) Manager Performance Evaluation
| WPLZ11 Fund | BRL 49.26 1.51 3.16% |
The fund shows a Beta (market volatility) of -0.45, which means possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Fundo Investec are expected to decrease at a much lower rate. During the bear market, Fundo Investec is likely to outperform the market.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Fundo Investec IMB has generated negative risk-adjusted returns adding no value to fund investors. Despite weak performance in the last few months, the Fund's essential indicators remain somewhat strong which may send shares a bit higher in February 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Fifty Two Week Low | 70.01 | |
| Fifty Two Week High | 95.96 |
Fundo |
Fundo Investec Relative Risk vs. Return Landscape
If you would invest 5,897 in Fundo Investec IMB on October 22, 2024 and sell it today you would lose (971.00) from holding Fundo Investec IMB or give up 16.47% of portfolio value over 90 days. Fundo Investec IMB is generating negative expected returns and assumes 2.4006% volatility on return distribution over the 90 days horizon. Simply put, 21% of funds are less volatile than Fundo, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fundo Investec Current Valuation
Overvalued
Today
Please note that Fundo Investec's price fluctuation is very steady at this time. Fundo Investec IMB shows a prevailing Real Value of R$45.02 per share. The current price of the fund is R$49.26. Our model computes the value of Fundo Investec IMB from reviewing the entity technical indicators and probability of bankruptcy. In general, investors advise taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
Since Fundo Investec is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fundo Fund. However, Fundo Investec's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 49.26 | Real 45.02 | Hype 47.75 | Naive 47.66 |
The real value of Fundo Fund, also known as its intrinsic value, is the underlying worth of Fundo Investec IMB Fund, which is reflected in its stock price. It is based on Fundo Investec's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Fundo Investec's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Fundo Investec IMB helps investors to forecast how Fundo fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Fundo Investec more accurately as focusing exclusively on Fundo Investec's fundamentals will not take into account other important factors: Fundo Investec Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fundo Investec's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Fundo Investec IMB, and traders can use it to determine the average amount a Fundo Investec'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 = -0.1126
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WPLZ11 |
Estimated Market Risk
| 2.4 actual daily | 21 79% of assets are more volatile |
Expected Return
| -0.27 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fundo Investec 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 Fundo Investec by adding Fundo Investec to a well-diversified portfolio.
About Fundo Investec Performance
By analyzing Fundo Investec's fundamental ratios, stakeholders can gain valuable insights into Fundo Investec's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Fundo Investec 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 Fundo Investec 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 Fundo Investec IMB performance evaluation
Checking the ongoing alerts about Fundo Investec for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Fundo Investec IMB help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fundo Investec IMB generated a negative expected return over the last 90 days |
- Analyzing Fundo Investec'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 Fundo Investec's stock is overvalued or undervalued compared to its peers.
- Examining Fundo Investec'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 Fundo Investec's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fundo Investec's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Fundo Investec's fund. These opinions can provide insight into Fundo Investec's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fundo Fund
Fundo Investec financial ratios help investors to determine whether Fundo 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 Fundo with respect to the benefits of owning Fundo Investec security.
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