Atlante Euro (Ireland) Manager Performance Evaluation

F000001GTZ -- Ireland Fund  

EUR 127.64  0.18  0.14%

The organization shows Beta (market volatility) of -0.2251 which signifies that as returns on market increase, returns on owning Atlante Euro are expected to decrease at a much smaller rate. During bear market, Atlante Euro is likely to outperform the market.. Although it is vital to follow to Atlante Euro Flexible historical returns, it is good to be conservative about what you can actually do with the information regarding equity current trending patterns. The philosophy towards 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 Atlante Euro Flexible A which you can use to evaluate performance of the entity.
Horizon     30 Days    Login   to change

Atlante Euro Flexible Relative Risk vs. Return Landscape

If you would invest  12,530  in Atlante Euro Flexible A on September 19, 2018 and sell it today you would earn a total of  234.00  from holding Atlante Euro Flexible A or generate 1.87% return on investment over 30 days. Atlante Euro Flexible A is generating 0.6225% of daily returns and assumes 1.0782% volatility on return distribution over the 30 days horizon. Simply put, 9% of equities are less volatile than Atlante Euro Flexible A and 89% 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, Atlante Euro Flexible A is expected to generate 1.02 times more return on investment than the market. However, the company is 1.02 times more volatile than its market benchmark. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.11 per unit of risk.

Atlante Euro Current Valuation

Not valued
October 19, 2018
127.64
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Atlante Euro is Unknown risk asset. Atlante Euro Flexible prevailing Real Value cannot be determined due to lack of data. The current price of Atlante Euro Flexible is €127.64. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Atlante Euro Flexible 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.

Atlante Euro Market Risk Analysis

Sharpe Ratio = 0.5774
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Atlante Euro Relative Performance Indicators

Estimated Market Risk
 1.08
  actual daily
 
 91 %
of total potential
  
Expected Return
 0.62
  actual daily
 
 11 %
of total potential
  
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
  
Based on monthly moving average Atlante Euro is performing at about 38% 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 Atlante Euro by adding it to a well-diversified portfolio.

Atlante Euro Performance Rating

Atlante Euro Flexible A Risk Adjusted Performance Analysis

38 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Atlante Euro Flexible A are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

Atlante Euro Alerts

Equity Alerts and Improvement Suggestions

Atlante Euro is not yet fully synchronised with the market data
The fund retains about 25.36% of its assets under management (AUM) in cash

Atlante Euro Performance Indicators

Atlante Euro Flexible Basic Price Performance Measures

Fifty Two Week Low137.4100
Fifty Two Week High137.8280
Annual Report Expense Ratio3.45%
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