BRW US (Ireland) Manager Performance Evaluation

23564676 -- Ireland Fund  

USD 9.44  0.82  7.99%

The organization shows Beta (market volatility) of 0.2013 which signifies that as returns on market increase, BRW US returns are expected to increase less than the market. However during bear market, the loss on holding BRW US will be expected to be smaller as well.. Although it is extremely important to respect BRW US SML historical returns, it is better to be realistic regarding the information on equity current trending patterns. The approach towards foreseeing 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 analyzing BRW US SML technical indicators you can now evaluate if the expected return of 0.0% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

BRW US SML Relative Risk vs. Return Landscape

If you would invest  944.00  in BRW US SML USD A AC on June 17, 2018 and sell it today you would earn a total of  0.00  from holding BRW US SML USD A AC or generate 0.0% return on investment over 30 days. BRW US SML USD A AC 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 BRW US SML USD A AC and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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BRW US Market Risk Analysis

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

Performance Rating

BRW US SML USD A AC Risk Adjusted Performance Analysis

Risk-Adjusted Fund Performance

Over the last 30 days BRW US SML USD A AC has generated negative risk-adjusted returns adding no value to fund investors.

BRW US Alerts

Equity Alerts and Improvement Suggestions
BRW US SML generates negative expected return over the last 30 days
Check also Trending Equities. Please also try Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.