SANTANDER DIVIDENDO (Spain) Manager Performance Evaluation

ES0109360026 -- Spain Fund  

EUR 8.20  0.16  1.91%

The entity has a beta of -0.1621, which indicates as returns on market increase, returns on owning SANTANDER DIVIDENDO are expected to decrease at a much smaller rate. During bear market, SANTANDER DIVIDENDO is likely to outperform the market. Even though it is essential to pay attention to SANTANDER DIVIDENDO 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 DIVIDENDO EUROPA CLAS exposes twenty-six 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 DIVIDENDO EUROPA CLAS 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 DIVIDENDO Relative Risk vs. Return Landscape

If you would invest  1,090  in SANTANDER DIVIDENDO EUROPA CLAS on March 7, 2020 and sell it today you would lose (270.00)  from holding SANTANDER DIVIDENDO EUROPA CLAS or give up 24.77% of portfolio value over 30 days. SANTANDER DIVIDENDO EUROPA CLAS is generating negative expected returns and assumes 8.0708% volatility on return distribution over the 30 days horizon. Simply put, 72% of equities are less volatile than SANTANDER DIVIDENDO 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, SANTANDER DIVIDENDO is expected to under-perform the market. In addition to that, the company is 2.09 times more volatile than its market benchmark. It trades about -0.25 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.1 per unit of volatility.


Sharpe Ratio = -0.2472
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Negative ReturnsES0109360026

SANTANDER DIVIDENDO Performance Indicators

Estimated Market Risk
  actual daily
 72 %
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 DIVIDENDO 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 DIVIDENDO by adding it to a well-diversified portfolio.


Equity Alerts and Improvement Suggestions

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