INV EST (Ireland) Manager Performance Evaluation

521498 -- Ireland Fund  

EUR 164.19  0.00  0.00%

The fund retains Market Volatility (i.e. Beta) of 0.0 which attests that the returns on MARKET and INV EST are completely uncorrelated. Although it is extremely important to respect INV EST BA current price history, it is better to be realistic regarding the information on equity current price movements. The approach towards 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 analyzing INV EST BA technical indicators you can now evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days INV EST BA EUR A IN has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, INV EST is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Horizon     30 Days    Login   to change

INV EST BA Relative Risk vs. Return Landscape

If you would invest  16,419  in INV EST BA EUR A IN on April 23, 2019 and sell it today you would earn a total of  0.00  from holding INV EST BA EUR A IN or generate 0.0% return on investment over 30 days. INV EST BA EUR A IN 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 INV EST 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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INV EST Market Risk Analysis

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

INV EST Alerts

Equity Alerts and Improvement Suggestions

INV EST BA is not yet fully synchronised with the market data
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