Perkins US (Ireland) Manager Performance Evaluation

F00000NFBA -- Ireland Fund  

EUR 16.27  0.78  5.04%

The fund holds Beta of 0.0151 which implies as returns on market increase, Perkins US returns are expected to increase less than the market. However during bear market, the loss on holding Perkins US will be expected to be smaller as well.. Even though it is essential to pay attention to Perkins US Strategic current trending patterns, it is always good to be careful when utilizing equity existing price patterns. Macroaxis philosophy towards forecasting 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. Perkins US Strategic exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Perkins US Strategic Relative Risk vs. Return Landscape

If you would invest  1,634  in Perkins US Strategic Value E EUR Acc Hdg on September 23, 2018 and sell it today you would lose (85.00)  from holding Perkins US Strategic Value E EUR Acc Hdg or give up 5.2% of portfolio value over 30 days. Perkins US Strategic Value E EUR Acc Hdg is generating negative expected returns and assumes 1.7977% volatility on return distribution over the 30 days horizon. Simply put, 16% 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 (%) 
      Risk (%) 
Assuming 30 trading days horizon, Perkins US Strategic Value E EUR Acc Hdg is expected to under-perform the market. In addition to that, the company is 1.69 times more volatile than its market benchmark. It trades about -0.41 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.21 per unit of volatility.

Perkins US Current Valuation

Not valued
October 23, 2018
16.27
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
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 €16.27. 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 = -0.415
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Perkins US Relative Performance Indicators

Estimated Market Risk
 1.8
  actual daily
 
 84 %
of total potential
  
Expected Return
 -0.75
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.41
  actual daily
 
 1 %
of total potential
  
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.

Perkins US Performance Rating

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

0 

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

Perkins US Strategic is not yet fully synchronised with the market data
Perkins US Strategic generates negative expected return over the last 30 days
The fund retains about 6.02% of its assets under management (AUM) in cash
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