Aegon Intl (Ireland) Manager Performance Evaluation

B1YQ6P7 -- Ireland Fund  

GBp 223.00  4.00  1.76%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and Aegon Intl are completely uncorrelated. Even though it is essential to pay attention to Aegon Intl BLK historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy in 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. Aegon Intl BLK UK Special Situations B exposes twenty-one different technical indicators which can help you to evaluate its performance.
 Time Horizon     30 Days    Login   to change

Aegon Intl BLK Relative Risk vs. Return Landscape

If you would invest  22,600  in Aegon Intl BLK UK Special Situations B on July 16, 2018 and sell it today you would lose (300.00)  from holding Aegon Intl BLK UK Special Situations B or give up 1.33% of portfolio value over 30 days. Aegon Intl BLK UK Special Situations B is generating negative expected returns and assumes 0.7806% volatility on return distribution over the 30 days horizon. Simply put, 7% of equities are less volatile than Aegon Intl BLK UK Special Situations B 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, Aegon Intl BLK UK Special Situations B is expected to under-perform the market. In addition to that, the company is 1.81 times more volatile than its market benchmark. It trades about -0.21 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.1 per unit of volatility.

Aegon Intl Current Valuation

Not valued
August 15, 2018
223.00
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Aegon Intl is Unknown risk asset. Aegon Intl BLK prevailing Real Value cannot be determined due to lack of data. The current price of Aegon Intl BLK is p;223.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Aegon Intl BLK from analyzing 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 at some point assets prices and their ongoing real values will blend.

Aegon Intl Market Risk Analysis

Sharpe Ratio = -0.2104
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Aegon Intl Relative Performance Indicators

Estimated Market Risk
 0.78
  actual daily
 
 93 %
of total potential
  
Expected Return
 -0.16
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.21
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Aegon Intl 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 Aegon Intl by adding it to a well-diversified portfolio.

Performance Rating

Aegon Intl BLK UK Special Situations B Risk Adjusted Performance Analysis
0 

Risk-Adjusted Fund Performance

Over the last 30 days Aegon Intl BLK UK Special Situations B has generated negative risk-adjusted returns adding no value to fund investors.

Aegon Intl Alerts

Equity Alerts and Improvement Suggestions
Aegon Intl BLK generates negative expected return over the last 30 days
The fund holds 95.51% of its assets under management (AUM) in equities
Check also Trending Equities. Please also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.