SEB LI (Ireland) Manager Performance Evaluation

F00000MTSH -- Ireland Fund  

EUR 1.72  0.02  1.15%

The entity owns Beta (Systematic Risk) of 0.0 which indicates the returns on MARKET and SEB LI are completely uncorrelated. Even though it is essential to pay attention to SEB LI Fidelity existing price patterns, it is always good to be careful when utilizing equity price patterns. Macroaxis philosophy towards measuring 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. SEB LI exposes twenty-one different technical indicators which can help you to evaluate its performance.
 Time Horizon     30 Days    Login   to change

SEB LI Fidelity Relative Risk vs. Return Landscape

If you would invest  178.80  in SEB LI Fidelity Funds Italy EUR on June 18, 2018 and sell it today you would lose (6.80)  from holding SEB LI Fidelity Funds Italy EUR or give up 3.8% of portfolio value over 30 days. SEB LI Fidelity Funds Italy EUR is generating negative expected returns and assumes 1.2576% volatility on return distribution over the 30 days horizon. Simply put, 11% of equities are less volatile than SEB LI Fidelity Funds Italy EUR 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, SEB LI Fidelity Funds Italy EUR is expected to under-perform the market. In addition to that, the company is 2.0 times more volatile than its market benchmark. It trades about -0.23 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.03 per unit of volatility.

SEB LI Current Valuation

Not valued
July 18, 2018
1.72
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
SEB LI is Unknown risk asset. SEB LI Fidelity latest Real Value cannot be determined due to lack of data. The recent price of SEB LI Fidelity is €1.72. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of SEB LI Fidelity from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to invest in undervalued equities and to dispose of overvalued equities since in the future instruments prices and their ongoing real values will merge together.

SEB LI Market Risk Analysis

Sharpe Ratio = -0.231
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SEB LI Relative Performance Indicators

Estimated Market Risk
 1.26
  actual daily
 
 89 %
of total potential
  
Expected Return
 -0.29
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.23
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average SEB LI 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 SEB LI by adding it to a well-diversified portfolio.

Performance Rating

SEB LI Fidelity Funds Italy EUR Risk Adjusted Performance Analysis
0 

Risk-Adjusted Fund Performance

Over the last 30 days SEB LI Fidelity Funds Italy EUR has generated negative risk-adjusted returns adding no value to fund investors.

SEB LI Alerts

Equity Alerts and Improvement Suggestions
SEB LI Fidelity generates negative expected return over the last 30 days
SEB LI Fidelity may become a speculative penny stock
The fund retains 98.9% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.