SWMC Small (Ireland) Alpha and Beta Analysis Overview

IE00B3X68X40 -- Ireland Fund  

EUR 147.69  1.04  0.70%

This module allows you to check different measures of market premium for SWMC Small Cap European A EUR as well as systematic risk associated with investing in SWMC Small over a specified time horizon. Please also check Risk vs Return Analysis.
Horizon     30 Days    Login   to change
Run Premiums

SWMC Small Market Premiums

30 days against DJI
Risk Adjusted Performance  


Jensen Alpha  


Total Risk Alpha  


Sortino Ratio  


Treynor Ratio  


SWMC Small Fundamentals

 Better Than Average     
 Worse Than Average Compare SWMC Small to competition

SWMC Small Fundamental Vs Peers

FundamentalsSWMC SmallPeer Average
Minimum Initial Investment10 K8.09 M
Cash Position Weight37.56 % 14.48 %
Equity Positions Weight54.77 % 40.68 %
Bond Positions Weight7.67 % 14.72 %

SWMC Small Opportunities

SWMC Small Return and Market Media

 Price Growth (%)  

Current Sentiment - IE00B3X68X40

SWMC Small Cap Investor Sentiment

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