SANTANDER SMALL (Spain) Manager Performance Evaluation

ES0107987002 -- Spain Fund  

EUR 96.49  0.00  0.00%

The entity has a beta of -0.1533, which indicates as returns on market increase, returns on owning SANTANDER SMALL are expected to decrease at a much smaller rate. During bear market, SANTANDER SMALL is likely to outperform the market. Even though it is essential to pay attention to SANTANDER SMALL CAPS current price movements, it is always good to be careful when utilizing equity historical returns. Macroaxis approach into measuring 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. SANTANDER SMALL CAPS EUROPA CL exposes twenty-one different technical indicators, which can help you to evaluate its performance.
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Risk-Adjusted Fund Performance

Over the last 30 days SANTANDER SMALL CAPS EUROPA CL has generated negative risk-adjusted returns adding no value to fund investors. Despite sluggish performance in the last few months, the Fund's basic indicators remain somewhat strong which may send shares a bit higher in May 2020. The current disturbance may also be a sign of long term up-swing for the fund investors.

SANTANDER SMALL Relative Risk vs. Return Landscape

If you would invest  13,839  in SANTANDER SMALL CAPS EUROPA CL on March 7, 2020 and sell it today you would lose (4,190)  from holding SANTANDER SMALL CAPS EUROPA CL or give up 30.28% of portfolio value over 30 days. SANTANDER SMALL CAPS EUROPA CL is generating negative expected returns and assumes 12.993% volatility on return distribution over the 30 days horizon. Simply put, majority of traded equity instruments are less risky than SANTANDER SMALL on the bases of their historical return distribution and most 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, SANTANDER SMALL is expected to under-perform the market. In addition to that, the company is 3.37 times more volatile than its market benchmark. It trades about -0.38 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.1 per unit of volatility.

SANTANDER SMALL Market Risk Analysis

Sharpe Ratio = -0.3837
Good Returns
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Negative ReturnsES0107987002

SANTANDER SMALL Performance Indicators

Estimated Market Risk
  actual daily
 96 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 0 %
of total potential
Based on monthly moving average SANTANDER SMALL 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 SANTANDER SMALL by adding it to a well-diversified portfolio.


Equity Alerts and Improvement Suggestions

SANTANDER SMALL CAPS is not yet fully synchronised with the market data
SANTANDER SMALL CAPS generates negative expected return over the last 30 days
SANTANDER SMALL CAPS has high historical volatility and very poor performance
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