|IE00B3X68X40 -- Ireland Fund|| |
EUR 139.41 3.40 2.38%
Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding SWMC Small Cap European A EUR is 'Not Rated'
. Macroaxis provides SWMC Small buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IE00B3X68X40 positions. The advice algorithm takes into account all of SWMC Small Cap available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from IE00B3X68X40 buy-and-hold prospective. Please also check Risk vs Return Analysis
For the selected time horizon SWMC Small Cap European A EUR has a risk adjusted performance of (0.006925)
, jensen alpha of (0.007068)
, total risk alpha of 0.0451, sortino ratio of 0.241 and treynor ratio of 0.4383
Macroaxis provides recommendation on SWMC Small Cap to complement and cross-verify current analyst consensus
on SWMC Small Cap European A EUR. Our buy or sell recommendation engine determines the organization potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. Please validate SWMC Small Cash Position Weight
, Equity Positions Weight
as well as the relationship
between Equity Positions Weight and Bond Positions Weight
to decide if your SWMC Small buy or sell deciscion is justified.
SWMC Small Returns Distribution Density
|Mean Return||0.004872||Value At Risk||0.74|
|Potential Upside||0.46||Standard Deviation||0.42|
|SWMC Small Cap is not yet fully synchronised with the market data|
|The fund retains about 37.56% of its assets under management (AUM) in cash|
Please also check Risk vs Return Analysis
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module to analyze constituents of all macroaxis ideas. macroaxis investment ideas are predefined, sector-focused investing themes.