SANTANDER GENERACION (Spain) Manager Performance Evaluation

ES0174869026 -- Spain Fund  

EUR 96.70  0.30  0.31%

The entity has a beta of -0.0497, which indicates as returns on market increase, returns on owning SANTANDER GENERACION are expected to decrease at a much smaller rate. During bear market, SANTANDER GENERACION is likely to outperform the market. Even though it is essential to pay attention to SANTANDER GENERACION 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 GENERACION 1 CLSAE R 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 GENERACION 1 CLSAE R 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 April 2020. The current disturbance may also be a sign of long term up-swing for the fund investors.

SANTANDER GENERACION Relative Risk vs. Return Landscape

If you would invest  10,439  in SANTANDER GENERACION 1 CLSAE R on February 28, 2020 and sell it today you would lose (769.00)  from holding SANTANDER GENERACION 1 CLSAE R or give up 7.37% of portfolio value over 30 days. SANTANDER GENERACION 1 CLSAE R is generating negative expected returns and assumes 1.7594% volatility on return distribution over the 30 days horizon. Simply put, 15% of equities are less volatile than SANTANDER GENERACION 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 GENERACION is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 2.15 times less risky than the market. the firm trades about -0.47 of its potential returns per unit of risk. The DOW is currently generating roughly -0.09 of returns per unit of risk over similar time horizon.


Sharpe Ratio = -0.4732
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Negative ReturnsES0174869026

SANTANDER GENERACION Performance Indicators

Estimated Market Risk
  actual daily
 15 %
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 GENERACION 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 GENERACION by adding it to a well-diversified portfolio.


Equity Alerts and Improvement Suggestions

SANTANDER GENERACION is not yet fully synchronised with the market data
SANTANDER GENERACION generates negative expected return over the last 30 days
Continue to Investing Opportunities. Please also try Balance Of Power module to check stock momentum by analyzing balance of power indicator and other technical ratios.
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