AMIDEX35 Israel Manager Performance Evaluation

AMDEX -- USA Fund  

USD 13.20  0.11  0.83%

The organization shows Beta (market volatility) of -0.0161 which signifies that as returns on market increase, returns on owning AMIDEX35 Israel are expected to decrease at a much smaller rate. During bear market, AMIDEX35 Israel is likely to outperform the market. Even though it is essential to pay attention to AMIDEX35 Israel Mutual historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis approach into 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. AMIDEX35 Israel Mutual Fund exposes twenty-one different technical indicators which can help you to evaluate its performance.
00

Risk-Adjusted Fund Performance

Over the last 30 days AMIDEX35 Israel Mutual Fund has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, AMIDEX35 Israel is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low12.01
Fifty Two Week High15.21
Annual Report Expense Ratio4.50%
Horizon     30 Days    Login   to change

AMIDEX35 Israel Mutual Relative Risk vs. Return Landscape

If you would invest  1,328  in AMIDEX35 Israel Mutual Fund on August 21, 2019 and sell it today you would lose (8.00)  from holding AMIDEX35 Israel Mutual Fund or give up 0.6% of portfolio value over 30 days. AMIDEX35 Israel Mutual Fund is currently producing negative expected returns and takes up 0.8099% volatility of returns over 30 trading days. Put another way, 7% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, AMIDEX35 Israel is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.14 times less risky than the market. the firm trades about -0.01 of its potential returns per unit of risk. The DOW is currently generating roughly 0.01 of returns per unit of risk over similar time horizon.

AMIDEX35 Israel Current Valuation

Fairly Valued
September 20, 2019
13.20
Market Value
13.24
Real Value
15.67
Upside
AMIDEX35 Israel is not too volatile asset. AMIDEX35 Israel Mutual shows prevailing Real Value of $13.24 per share. The current price of the fund is $13.2. At this time the entity appears to be fairly valued. We determine the value of AMIDEX35 Israel Mutual from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since in the future assets prices and their ongoing real values will blend.

AMIDEX35 Israel Market Risk Analysis

Sharpe Ratio = -0.0078
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsAMDEX

AMIDEX35 Israel Relative Performance Indicators

Estimated Market Risk
 0.81
  actual daily
 
 7 %
of total potential
 
77
Expected Return
 -0.01
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.01
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average AMIDEX35 Israel 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 AMIDEX35 Israel by adding it to a well-diversified portfolio.

AMIDEX35 Israel Alerts

Equity Alerts and Improvement Suggestions

AMIDEX35 Israel generates negative expected return over the last 30 days
AMIDEX35 Israel has high likelihood to experience some financial distress in the next 2 years
Latest headline from www.bundespremierleague.com: New Report Released on Bank Hapolam Bm Ord - BundesPremierLeague
The fund holds 99.33% of its assets under management (AUM) in equities
Check also Trending Equities. Please also try Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
Search macroaxis.com