MetLife Balanced (Ireland) Manager Performance Evaluation

F0000044TI -- Ireland Fund  

GBp 217.00  2.00  0.91%

The fund secures Beta (Market Risk) of 0.1423 which conveys that as returns on market increase, MetLife Balanced returns are expected to increase less than the market. However during bear market, the loss on holding MetLife Balanced will be expected to be smaller as well.. Although it is vital to follow to MetLife Balanced Mgd price patterns, it is good to be conservative about what you can actually do with the information regarding equity historical price patterns. The philosophy towards estimating 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 MetLife Balanced Mgd technical indicators you can presently evaluate if the expected return of 0.3072% will be sustainable into the future.
Horizon     30 Days    Login   to change

MetLife Balanced Mgd Relative Risk vs. Return Landscape

If you would invest  21,700  in MetLife Balanced Mgd Port Intl on October 22, 2018 and sell it today you would earn a total of  200.00  from holding MetLife Balanced Mgd Port Intl or generate 0.92% return on investment over 30 days. MetLife Balanced Mgd Port Intl is generating 0.3072% of daily returns and assumes 0.5321% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than MetLife Balanced Mgd Port Intl and 95% 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, MetLife Balanced Mgd Port Intl is expected to generate 0.41 times more return on investment than the market. However, the company is 2.43 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.09 per unit of risk.

MetLife Balanced Current Valuation

Not valued
November 21, 2018
217.00
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
MetLife Balanced is Unknown risk asset. MetLife Balanced Mgd last-minute Real Value cannot be determined due to lack of data. The latest price of MetLife Balanced Mgd is p;217.0. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of MetLife Balanced Mgd from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

MetLife Balanced Market Risk Analysis

Sharpe Ratio = 0.5774
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MetLife Balanced Relative Performance Indicators

Estimated Market Risk
 0.53
  actual daily
 
 96 %
of total potential
  
Expected Return
 0.31
  actual daily
 
 5 %
of total potential
  
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
  
Based on monthly moving average MetLife Balanced 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 MetLife Balanced by adding it to a well-diversified portfolio.

MetLife Balanced Performance Rating

MetLife Balanced Mgd Port Intl Risk Adjusted Performance Analysis

38 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in MetLife Balanced Mgd Port Intl are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

MetLife Balanced Alerts

Equity Alerts and Improvement Suggestions

MetLife Balanced Mgd is not yet fully synchronised with the market data
The fund retains about 18.34% of its assets under management (AUM) in cash

MetLife Balanced Performance Indicators

MetLife Balanced Mgd Basic Price Performance Measures

Fifty Two Week Low2.1898
Fifty Two Week High2.1898
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