Rubrics India (Ireland) Manager Performance Evaluation

F00000MOWX -- Ireland Fund  

EUR 110.36  1.64  1.46%

The fund holds Beta of -0.143 which implies as returns on market increase, returns on owning Rubrics India are expected to decrease at a much smaller rate. During bear market, Rubrics India is likely to outperform the market.. Although it is essential to pay attention to Rubrics India Fixed current trending patterns, it is also good to be reasonable about what you can actually do with equity existing price patterns. Macroaxis philosophy towards forecasting future performance of any fund is to look not only at its past charts but also at the business as a whole, including all fundamental and technical indicators. To evaluate if Rubrics India Fixed expected return of 1.8161 will be sustainable into the future, we have found twenty-one different technical indicators which can help you to check if the expected returns are sustainable.
Horizon     30 Days    Login   to change

Rubrics India Fixed Relative Risk vs. Return Landscape

If you would invest  10,282  in Rubrics India Fixed Income UCITS B3 EUR on November 14, 2018 and sell it today you would earn a total of  754.00  from holding Rubrics India Fixed Income UCITS B3 EUR or generate 7.33% return on investment over 30 days. Rubrics India Fixed Income UCITS B3 EUR is generating 1.8161% of daily returns and assumes 2.9347% volatility on return distribution over the 30 days horizon. Simply put, 26% of equities are less volatile than Rubrics India Fixed Income UCITS B3 EUR and 66% 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 2.29 times more return on investment than the market. However, the company is 2.29 times more volatile than its market benchmark. It trades about 0.62 of its potential returns per unit of risk. The DOW is currently generating roughly -0.05 per unit of risk.

Rubrics India Current Valuation

Not valued
December 14, 2018
110.36
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 €110.36. 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 = 0.6188
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Rubrics India Relative Performance Indicators

Estimated Market Risk
 2.93
  actual daily
 
 26 %
of total potential
 
26
Expected Return
 1.82
  actual daily
 
 34 %
of total potential
 
34
Risk-Adjusted Return
 0.62
  actual daily
 
 41 %
of total potential
 
41
Based on monthly moving average Rubrics India is performing at about 41% 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.

Rubrics India Performance Rating

Rubrics India Fixed Income UCITS B3 EUR Risk Adjusted Performance Analysis

41

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

Rubrics India Alerts

Equity Alerts and Improvement Suggestions

Rubrics India Fixed is not yet fully synchronised with the market data
The fund retains about 11.33% of its assets under management (AUM) in cash

Rubrics India Performance Indicators

Rubrics India Fixed Basic Price Performance Measures

Annual Report Expense Ratio1.58%
Additionally see Investing Opportunities. Please also try Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
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