DCI Umbrella (Ireland) Manager Performance Evaluation

F00000M0J3 -- Ireland Fund  

USD 117.11  0.66  0.56%

The entity shows Beta (market volatility) of -0.0067 which denotes to the fact that as returns on market increase, returns on owning DCI Umbrella are expected to decrease at a much smaller rate. During bear market, DCI Umbrella is likely to outperform the market.. Although it is extremely important to respect DCI Umbrella Feeder historical returns, it is better to be realistic regarding the information on equity current trending patterns. The approach into 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 DCI Umbrella Feeder technical indicators you can right now evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

DCI Umbrella Feeder Relative Risk vs. Return Landscape

If you would invest  11,711  in DCI Umbrella Feeder Three Short Dur D on November 17, 2018 and sell it today you would earn a total of  0.00  from holding DCI Umbrella Feeder Three Short Dur D or generate 0.0% return on investment over 30 days. DCI Umbrella Feeder Three Short Dur D 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 DCI Umbrella Feeder Three Short Dur D and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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DCI Umbrella Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average DCI Umbrella 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 DCI Umbrella by adding it to a well-diversified portfolio.

DCI Umbrella Performance Rating

DCI Umbrella Feeder Three Short Dur D Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days DCI Umbrella Feeder Three Short Dur D has generated negative risk-adjusted returns adding no value to fund investors.

DCI Umbrella Alerts

Equity Alerts and Improvement Suggestions

DCI Umbrella Feeder is not yet fully synchronised with the market data
DCI Umbrella Feeder generates negative expected return over the last 30 days
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