JAN PERK (Ireland) Manager Performance Evaluation

11848654 -- Ireland Fund  

USD 13.34  0.49  3.54%

The entity retains Market Volatility (i.e. Beta) of 0.3713 which attests that as returns on market increase, JAN PERK returns are expected to increase less than the market. However during bear market, the loss on holding JAN PERK will be expected to be smaller as well.. Although it is extremely important to respect JAN PERK USD current price history, it is better to be realistic regarding the information on equity current price movements. The way of determining future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By examining JAN PERK USD technical indicators you can today evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

JAN PERK USD Relative Risk vs. Return Landscape

If you would invest  1,334  in JAN PERK USD B ACC on August 24, 2018 and sell it today you would earn a total of  0.00  from holding JAN PERK USD B ACC or generate 0.0% return on investment over 30 days. JAN PERK USD B ACC is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than JAN PERK USD B ACC and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

JAN PERK Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average JAN PERK is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of JAN PERK by adding it to a well-diversified portfolio.

JAN PERK Performance Rating

JAN PERK USD B ACC Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days JAN PERK USD B ACC has generated negative risk-adjusted returns adding no value to fund investors.


Equity Alerts and Improvement Suggestions

JAN PERK USD generates negative expected return over the last 30 days
Check also Trending Equities. 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