E I (Ireland) Manager Performance Evaluation

F000002PGR -- Ireland Fund  

EUR 2,475  79.04  3.09%

The entity shows Beta (market volatility) of 0.0 which denotes to the fact that the returns on MARKET and E I are completely uncorrelated. Although it is extremely important to respect E I Sturdza historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in predicting 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. By analyzing E I Sturdza technical indicators you can at this moment evaluate if the expected return of 0.0% will be sustainable into the future.
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Risk-Adjusted Fund Performance

Over the last 30 days E I Sturdza Strgc China Panda EUR H has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, E I is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low2,475.49
Fifty Two Week High2,514.89
Annual Report Expense Ratio1.82%
Horizon     30 Days    Login   to change

E I Sturdza Relative Risk vs. Return Landscape

If you would invest  247,537  in E I Sturdza Strgc China Panda EUR H on June 20, 2019 and sell it today you would earn a total of  0.00  from holding E I Sturdza Strgc China Panda EUR H or generate 0.0% return on investment over 30 days. E I Sturdza Strgc China Panda EUR H is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than E I and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

E I Current Valuation

Undervalued
July 20, 2019
2,475
Market Value
2,588
Real Value
2,588
Upside
E I is very steady asset. E I Sturdza shows prevailing Real Value of €2587.94 per share. The current price of the fund is €2475.37. At this time the entity appears to be undervalued. We determine the value of E I Sturdza from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since sooner or later assets prices and their ongoing real values will submerge.

E I Market Risk Analysis

Sharpe Ratio = 0.0
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F000002PGR
Based on monthly moving average E I 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 E I by adding it to a well-diversified portfolio.

E I Alerts

Equity Alerts and Improvement Suggestions

E I Sturdza generates negative expected return over the last 30 days
The fund retains all of its assets under management (AUM) in equities
Additionally see 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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