JM Floater (India) Manager Performance Evaluation

The fund owns Beta (Systematic Risk) of 0.0 which attests that the returns on MARKET and JM Floater are completely uncorrelated. Although it is extremely important to respect JM Floater LT existing price patterns, it is better to be realistic regarding the information on equity price patterns. The way in which we are 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 inspecting JM Floater LT technical indicators you can at this moment evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days JM Floater LT Dir Dl Div has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, JM Floater is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low10.01
Fifty Two Week High10.01
Annual Report Expense Ratio0.44%
Horizon     30 Days    Login   to change

JM Floater LT Relative Risk vs. Return Landscape

If you would invest (100.00)  in JM Floater LT Dir Dl Div on June 24, 2019 and sell it today you would earn a total of  100.00  from holding JM Floater LT Dir Dl Div or generate -100.0% return on investment over 30 days. JM Floater LT Dir Dl Div 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 JM Floater and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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JM Floater Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average JM Floater 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 JM Floater by adding it to a well-diversified portfolio.

JM Floater Alerts

Equity Alerts and Improvement Suggestions

JM Floater LT is not yet fully synchronised with the market data
JM Floater LT has some characteristics of a very speculative penny stock
The fund holds about 100.0% of its total net assets in cash
See also Trending Equities. Please also try Commodity Channel Index module to use commodity channel index to analyze current equity momentum.