Perkins US (Ireland) Manager Performance Evaluation

F00000NFBA -- Ireland Fund  

EUR 13.79  0.22  1.57%

The fund holds Beta of 0.0 which implies the returns on MARKET and Perkins US are completely uncorrelated. 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.

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. Allthough quite persistent forward indicators, Perkins US is not utilizing all of its potentials. The current stock price mess, may contribute to short term losses for the partners.
Fifty Two Week Low15.63
Fifty Two Week High15.63
Annual Report Expense Ratio3.01%
Horizon     30 Days    Login   to change

Perkins US Strategic Relative Risk vs. Return Landscape

If you would invest  1,379  in Perkins US Strategic Value E EUR Acc Hdg on June 21, 2019 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 and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Perkins US Market Risk Analysis

Sharpe Ratio = 0.0
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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 Alerts

Equity Alerts and Improvement Suggestions

Perkins US Strategic is not yet fully synchronised with the market data
The fund retains about 6.02% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Fundamentals Matrix module to view fundamentals matrix and analyze how accounts are interrelated and interconnected with each other.