MetLife Balanced (Ireland) Manager Performance Evaluation

F0000044TI -- Ireland Fund  

GBp 233.00  5.00  2.19%

The fund secures Beta (Market Risk) of 95.0 which conveys that as market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, MetLife Balanced will likely underperform.. 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. We have found twenty-one technical indicators for MetLife Balanced which you can use to evaluate performance of the organization.
 Time Horizon     30 Days    Login   to change

MetLife Balanced Mgd Relative Risk vs. Return Landscape

If you would invest  22,400  in MetLife Balanced Mgd Port Intl on June 22, 2018 and sell it today you would earn a total of  900.00  from holding MetLife Balanced Mgd Port Intl or generate 4.02% return on investment over 30 days. MetLife Balanced Mgd Port Intl is generating 0.7946% of daily returns and assumes 0.954% volatility on return distribution over the 30 days horizon. Simply put, 8% of equities are less volatile than MetLife Balanced Mgd Port Intl and 85% 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 1.64 times more return on investment than the market. However, the company is 1.64 times more volatile than its market benchmark. It trades about 0.83 of its potential returns per unit of risk. The DOW is currently generating roughly 0.12 per unit of risk.

MetLife Balanced Current Valuation

Fairly Valued
July 22, 2018
233.00
Market Value
Downside
232.48
235.33
Real Value
Target Odds
  
238.18
Upside
MetLife Balanced is not too risky asset. MetLife Balanced Mgd secures last-minute Real Value of p;235.33 per share. The latest price of the fund is p;233.0. At this time the organization appears to be fairly valued. 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 = 0.8329
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MetLife Balanced Relative Performance Indicators

Estimated Market Risk
 0.95
  actual daily
 
 92 %
of total potential
  
Expected Return
 0.79
  actual daily
 
 14 %
of total potential
  
Risk-Adjusted Return
 0.83
  actual daily
 
 55 %
of total potential
  
Based on monthly moving average MetLife Balanced is performing at about 55% 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.

Performance Rating

MetLife Balanced Mgd Port Intl Risk Adjusted Performance Analysis
55 

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 55 (%) of all funds and portfolios of funds over the last 30 days.

MetLife Balanced Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 18.34% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
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