Rubrics India (Ireland) Manager Performance Evaluation

F00000MOWX -- Ireland Fund  

EUR 110.52  0.00  0.00%

The fund holds Beta of 0.0 which implies the returns on MARKET and Rubrics India are completely uncorrelated. Although it is extremely important to respect Rubrics India Fixed current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting 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 Rubrics India Fixed technical indicators you can presently evaluate if the expected return of 0.175% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Rubrics India Fixed Relative Risk vs. Return Landscape

If you would invest  10,937  in Rubrics India Fixed Income UCITS B3 EUR on July 18, 2018 and sell it today you would earn a total of  115.00  from holding Rubrics India Fixed Income UCITS B3 EUR or generate 1.05% return on investment over 30 days. Rubrics India Fixed Income UCITS B3 EUR is generating 0.175% of daily returns and assumes 0.3449% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than Rubrics India Fixed Income UCITS B3 EUR and 97% 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 India Fixed Income UCITS B3 EUR is expected to generate 0.63 times more return on investment than the market. However, the company is 1.6 times less risky than the market. It trades about 0.51 of its potential returns per unit of risk. The DOW is currently generating roughly 0.11 per unit of risk.

Rubrics India Current Valuation

Not valued
August 17, 2018
110.52
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Rubrics India is Unknown risk asset. Rubrics India Fixed recent Real Value cannot be determined due to lack of data. The prevailing price of Rubrics India Fixed is €110.52. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Rubrics India Fixed 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 India Market Risk Analysis

Sharpe Ratio = 0.5073
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Rubrics India Relative Performance Indicators

Estimated Market Risk
 0.34
  actual daily
 
 97 %
of total potential
  
Expected Return
 0.18
  actual daily
 
 3 %
of total potential
  
Risk-Adjusted Return
 0.51
  actual daily
 
 33 %
of total potential
  
Based on monthly moving average Rubrics India is performing at about 33% 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 India by adding it to a well-diversified portfolio.

Performance Rating

Rubrics India Fixed Income UCITS B3 EUR Risk Adjusted Performance Analysis
33 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Rubrics India Fixed Income UCITS B3 EUR are ranked lower than 33 (%) of all funds and portfolios of funds over the last 30 days.

Rubrics India Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 11.33% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Commodity Channel Index module to use commodity channel index to analyze current equity momentum.