Smith Williamson (Ireland) Alpha and Beta Analysis Overview

This module allows you to check different measures of market premium for Smith Williamson Cash as well as systematic risk associated with investing in Smith Williamson over a specified time horizon. Additionally see Investing Opportunities.
Horizon     30 Days    Login   to change
Run Premiums

Smith Williamson Market Premiums

30 days against DJI
Risk Adjusted Performance  


Jensen Alpha  


Total Risk Alpha  


Sortino Ratio  


Treynor Ratio  


Smith Williamson Fundamentals

 Better Than Average     
 Worse Than Average Compare Smith Williamson to competition

Smith Williamson Fundamental Vs Peers

FundamentalsSmith WilliamsonPeer Average
Net Asset50.22 M1.37 B
Minimum Initial Investment1 K8.09 M
Cash Position Weight99.94 % 14.48 %
Bond Positions Weight0.06 % 14.72 %

Smith Williamson Opportunities

Smith Williamson Return and Market Media

The median price of Smith Williamson for the period between Sun, Sep 16, 2018 and Tue, Oct 16, 2018 is 100.0 with a coefficient of variation of 82.09. The daily time series for the period is distributed with a sample standard deviation of 50.16, arithmetic mean of 61.11, and mean deviation of 47.53. The Fund did not receive any noticable media coverage during the period.
 Price Growth (%)  

Current Sentiment - F0000020OE

Smith Williamson Cash Investor Sentiment

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Additionally see Investing Opportunities. Please also try Fundamentals Matrix module to view fundamentals matrix and analyze how accounts are interrelated and interconnected with each other.