Aviva BNY (Ireland) Manager Performance Evaluation

F000005OX5 -- Ireland Fund  

GBp 1,515  48.00  3.07%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and Aviva BNY are completely uncorrelated. Even though it is essential to pay attention to Aviva BNY Mellon historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy towards foreseeing future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Aviva BNY Mellon Global Bond GBP Int S4 exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Aviva BNY Mellon Relative Risk vs. Return Landscape

If you would invest  156,300  in Aviva BNY Mellon Global Bond GBP Int S4 on August 24, 2018 and sell it today you would lose (4,800)  from holding Aviva BNY Mellon Global Bond GBP Int S4 or give up 3.07% of portfolio value over 30 days. Aviva BNY Mellon Global Bond GBP Int S4 is generating negative expected returns and assumes 1.3734% volatility on return distribution over the 30 days horizon. Simply put, 12% of equities are less volatile than Aviva BNY Mellon Global Bond GBP Int S4 and 99% 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, Aviva BNY Mellon Global Bond GBP Int S4 is expected to under-perform the market. In addition to that, the company is 3.06 times more volatile than its market benchmark. It trades about -0.45 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.39 per unit of volatility.

Aviva BNY Current Valuation

Not valued
September 23, 2018
1,515
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Aviva BNY is Unknown risk asset. Aviva BNY Mellon prevailing Real Value cannot be determined due to lack of data. The current price of Aviva BNY Mellon is p;1515.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Aviva BNY Mellon 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.

Aviva BNY Market Risk Analysis

Sharpe Ratio = -0.4472
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Aviva BNY Relative Performance Indicators

Estimated Market Risk
 1.37
  actual daily
 
 88 %
of total potential
  
Expected Return
 -0.61
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.45
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Aviva BNY 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 Aviva BNY by adding it to a well-diversified portfolio.

Aviva BNY Performance Rating

Aviva BNY Mellon Global Bond GBP Int S4 Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Aviva BNY Mellon Global Bond GBP Int S4 has generated negative risk-adjusted returns adding no value to fund investors.

Aviva BNY Alerts

Equity Alerts and Improvement Suggestions

Aviva BNY Mellon generates negative expected return over the last 30 days
The fund retains about 35.28% of its assets under management (AUM) in cash

Aviva BNY Performance Indicators

Aviva BNY Mellon Basic Price Performance Measures

Fifty Two Week Low14.6270
Fifty Two Week High15.3710
Annual Report Expense Ratio0.00%
Additionally see Investing Opportunities. Please also try Money Managers module to screen money managers from public funds and etfs managed around the world.
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