SWMC Small (Ireland) Alpha and Beta Analysis Overview

IE00B3X68X40 -- Ireland Fund  

EUR 152.01  0.26  0.17%

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.
 Time Horizon     30 Days    Login   to change
Symbol
Run Premiums

SWMC Small Market Premiums

α0.27β0.08
30 days against DJI
Risk Adjusted Performance  

0.0

Jensen Alpha  

0.0

Total Risk Alpha  

0.0

Sortino Ratio  

0.0

Treynor Ratio  

0.0

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 (%)  
      Timeline 

Current Sentiment - IE00B3X68X40

SWMC Small Cap Investor Sentiment
Macroaxis portfolio users are indifferent in their judgment towards investing in SWMC Small Cap European A EUR. What is your outlook on investing in SWMC Small Cap European A EUR? Are you bullish or bearish?
Bullish
Bearish
50% Bullish
50% Bearish
Skip

Build Diversified Portfolios

Align your risk with return expectations
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please also check Risk vs Return Analysis. Please also try Balance Of Power module to check stock momentum by analyzing balance of power indicator and other technical ratios.