Rubrics Emerg (Ireland) Manager Performance Evaluation

F00000JQZ3 -- Ireland Fund  

USD 134.11  0.20  0.15%

The fund holds Beta of 0.0097 which implies as returns on market increase, Rubrics Emerg returns are expected to increase less than the market. However during bear market, the loss on holding Rubrics Emerg will be expected to be smaller as well.. Even though it is essential to pay attention to Rubrics Emerg Mkts current trending patterns, it is always good to be careful when utilizing equity existing price patterns. Macroaxis philosophy towards forecasting 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. Rubrics Emerg Mkts exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Rubrics Emerg Mkts Relative Risk vs. Return Landscape

If you would invest  13,414  in Rubrics Emerg Mkts Fxd Inc UCITS A USD on November 18, 2018 and sell it today you would lose (3.00)  from holding Rubrics Emerg Mkts Fxd Inc UCITS A USD or give up 0.02% of portfolio value over 30 days. Rubrics Emerg Mkts Fxd Inc UCITS A USD is generating negative expected returns and assumes 0.1312% volatility on return distribution over the 30 days horizon. Simply put, 1% of equities are less volatile than Rubrics Emerg Mkts Fxd Inc UCITS A USD 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, Rubrics Emerg Mkts Fxd Inc UCITS A USD is expected to generate 0.1 times more return on investment than the market. However, the company is 10.16 times less risky than the market. It trades about -0.04 of its potential returns per unit of risk. The DOW is currently generating roughly -0.13 per unit of risk.

Rubrics Emerg Current Valuation

Not valued
December 18, 2018
134.11
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Rubrics Emerg is Unknown risk asset. Rubrics Emerg Mkts recent Real Value cannot be determined due to lack of data. The prevailing price of Rubrics Emerg Mkts is $134.11. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Rubrics Emerg Mkts from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together.

Rubrics Emerg Market Risk Analysis

Sharpe Ratio = -0.0421
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Rubrics Emerg Relative Performance Indicators

Estimated Market Risk
 0.13
  actual daily
 
 1 %
of total potential
 
1
Expected Return
 -0.01
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 -0.04
  actual daily
 
 0 %
of total potential
 
0
Based on monthly moving average Rubrics Emerg 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 Rubrics Emerg by adding it to a well-diversified portfolio.

Rubrics Emerg Performance Rating

Rubrics Emerg Mkts Fxd Inc UCITS A USD Risk Adjusted Performance Analysis

0

Risk-Adjusted Fund Performance

Over the last 30 days Rubrics Emerg Mkts Fxd Inc UCITS A USD has generated negative risk-adjusted returns adding no value to fund investors.

Rubrics Emerg Alerts

Equity Alerts and Improvement Suggestions

Rubrics Emerg Mkts is not yet fully synchronised with the market data
Rubrics Emerg Mkts generates negative expected return over the last 30 days
The fund retains about 29.1% of its assets under management (AUM) in cash

Rubrics Emerg Performance Indicators

Rubrics Emerg Mkts Basic Price Performance Measures

Annual Report Expense Ratio1.00%
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