28052695 (Ireland) Manager Performance Evaluation

28052695 -- Ireland Fund  

GBP 10.01  0.03  0.30%

The entity owns Beta (Systematic Risk) of 0.0563 which signifies that as returns on market increase, 28052695 returns are expected to increase less than the market. However during bear market, the loss on holding 28052695 will be expected to be smaller as well.. Even though it is essential to pay attention to 28052695 existing price patterns, it is always good to be careful when utilizing equity price patterns. Macroaxis way in which we are foreseeing future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. 28052695 exposes twenty-one different technical indicators which can help you to evaluate its performance.
 Time Horizon     30 Days    Login   to change

28052695 Relative Risk vs. Return Landscape

If you would invest  1,004  in 28052695 on June 23, 2018 and sell it today you would lose (3.00)  from holding 28052695 or give up 0.3% of portfolio value over 30 days. 28052695 is generating negative expected returns and assumes 0.1494% volatility on return distribution over the 30 days horizon. Simply put, 1% of equities are less volatile than 28052695 and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, 28052695 is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 3.42 times less risky than the market. the firm trades about -0.5 of its potential returns per unit of risk. The DOW is currently generating roughly 0.23 of returns per unit of risk over similar time horizon.

28052695 Market Risk Analysis

Sharpe Ratio = -0.5
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28052695 Relative Performance Indicators

Estimated Market Risk
 0.15
  actual daily
 
 99 %
of total potential
  
Expected Return
 -0.07
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.5
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average 28052695 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 28052695 by adding it to a well-diversified portfolio.

Performance Rating

28052695 Risk Adjusted Performance Analysis
0 

Risk-Adjusted Fund Performance

Over the last 30 days 28052695 has generated negative risk-adjusted returns adding no value to fund investors.

28052695 Alerts

Equity Alerts and Improvement Suggestions
28052695 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.
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