The fund holds Beta of -0.0265 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. . 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 LandscapeIf you would invest 1,485 in Perkins US Strategic Value E EUR Acc Hdg on December 16, 2018 and sell it today you would lose (106.00) from holding Perkins US Strategic Value E EUR Acc Hdg or give up 7.14% of portfolio value over 30 days. Perkins US Strategic Value E EUR Acc Hdg is generating negative expected returns and assumes 3.215% volatility on return distribution over the 30 days horizon. Simply put, 29% of equities are less volatile than Perkins US Strategic and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
Perkins US Current Valuation
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 13.79. 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 = -0.558
Perkins US Relative Performance Indicators
Estimated Market Risk
Risk-Adjusted Fund PerformanceOver the last 30 days Perkins US Strategic Value E EUR Acc Hdg has generated negative risk-adjusted returns adding no value to fund investors.
|Fifty Two Week Low||15.6300|
|Fifty Two Week High||15.6300|
|Annual Report Expense Ratio||3.01%|