Smith Williamson (Ireland) Alpha and Beta Analysis Overview

F0000020OE -- Ireland Fund  

GBp 100.00  0.00  0.00%

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.
 Time 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, Jul 15, 2018 and Tue, Aug 14, 2018 is 100.0 with a coefficient of variation of 89.87. The daily time series for the period is distributed with a sample standard deviation of 51.36, arithmetic mean of 57.14, and mean deviation of 48.98. The Fund did not receive any noticable media coverage during the period.
 Price Growth (%)  
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