SWMC Small (Ireland) Alpha and Beta Analysis Overview

IE00B3X68X40 -- Ireland Fund  

EUR 139.41  3.40  2.38%

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

α0.00   β0.00
30 days against DJI

SWMC Small Fundamentals

 Better Than Average     
 Worse Than Average Compare SWMC Small to competition

SWMC Small Fundamental Vs Peers

FundamentalsSWMC SmallPeer Average
Minimum Initial Investment10K8.09M
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

The median price of SWMC Small for the period between Fri, Oct 12, 2018 and Tue, Dec 11, 2018 is 0.0 with a coefficient of variation of 116.04. The daily time series for the period is distributed with a sample standard deviation of 76.28, arithmetic mean of 65.74, and mean deviation of 74.71. The Fund did not receive any noticable media coverage during the period.
 Price Growth (%)  

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?
50% Bullish
50% Bearish

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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Search macroaxis.com