Perkins US (Ireland) Manager Performance Evaluation

F00000NFBA -- Ireland Fund  

EUR 16.24  0.09  0.56%

The fund holds Beta of -0.1726 which implies as returns on market increase, returns on owning Perkins US are expected to decrease at a much smaller rate. During bear market, Perkins US is likely to outperform the market.. Although it is extremely important to respect Perkins US Strategic 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 Perkins US Strategic technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Perkins US Strategic Relative Risk vs. Return Landscape

If you would invest  1,624  in Perkins US Strategic Value E EUR Acc Hdg on July 20, 2018 and sell it today you would earn a total of  0.00  from holding Perkins US Strategic Value E EUR Acc Hdg or generate 0.0% return on investment over 30 days. Perkins US Strategic Value E EUR Acc Hdg 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 Perkins US Strategic Value E EUR Acc Hdg and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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Perkins US Current Valuation

Not valued
August 19, 2018
Market Value
Real Value
Target Odds
Perkins US is Unknown risk asset. Perkins US Strategic recent Real Value cannot be determined due to lack of data. The prevailing price of Perkins US Strategic is €16.24. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Perkins US Strategic 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.

Perkins US Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average Perkins US 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 Perkins US by adding it to a well-diversified portfolio.

Performance Rating

Perkins US Strategic Value E EUR Acc Hdg Risk Adjusted Performance Analysis

Risk-Adjusted Fund Performance

Over the last 30 days Perkins US Strategic Value E EUR Acc Hdg has generated negative risk-adjusted returns adding no value to fund investors.

Perkins US Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 6.02% of its assets under management (AUM) in cash
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