Aegon Intl (Ireland) Manager Performance Evaluation

F000000LOO -- Ireland Fund  

GBp 332.00  25.00  8.14%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and Aegon Intl are completely uncorrelated. Although it is vital to follow to Aegon Intl Newton historical returns, it is good to be conservative about what you can actually do with the information regarding equity current trending patterns. The philosophy in foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. We have found twenty-one technical indicators for Aegon Intl Newton Balanced Mgd A which you can use to evaluate performance of the entity.
 Time Horizon     30 Days    Login   to change

Aegon Intl Newton Relative Risk vs. Return Landscape

If you would invest  31,700  in Aegon Intl Newton Balanced Mgd A on July 15, 2018 and sell it today you would earn a total of  1,500  from holding Aegon Intl Newton Balanced Mgd A or generate 4.73% return on investment over 30 days. Aegon Intl Newton Balanced Mgd A is generating 0.5712% of daily returns and assumes 3.5826% volatility on return distribution over the 30 days horizon. Simply put, 32% of equities are less volatile than Aegon Intl Newton Balanced Mgd A and 90% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Aegon Intl Current Valuation

Not valued
August 14, 2018
332.00
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Aegon Intl is Unknown risk asset. Aegon Intl Newton prevailing Real Value cannot be determined due to lack of data. The current price of Aegon Intl Newton is p;332.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Aegon Intl Newton 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 = 0.1594
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Aegon Intl Relative Performance Indicators

Estimated Market Risk
 3.58
  actual daily
 
 68 %
of total potential
  
Expected Return
 0.57
  actual daily
 
 10 %
of total potential
  
Risk-Adjusted Return
 0.16
  actual daily
 
 10 %
of total potential
  
Based on monthly moving average Aegon Intl is performing at about 10% 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 Newton Balanced Mgd A Risk Adjusted Performance Analysis
10 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Aegon Intl Newton Balanced Mgd A are ranked lower than 10 (%) of all funds and portfolios of funds over the last 30 days.

Aegon Intl Alerts

Equity Alerts and Improvement Suggestions
Aegon Intl Newton appears to be very risky and stock price may revert if volatility continues
The fund retains about 23.45% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.