AXA Selection (Ireland) Manager Performance Evaluation

F00000P339 -- Ireland Fund  

EUR 110.42  0.13  0.12%

The organization owns Beta (Systematic Risk) of 0.0 which signifies that the returns on MARKET and AXA Selection are completely uncorrelated. Although it is extremely important to respect AXA Selection Strategic existing price patterns, it is better to be realistic regarding the information on equity price patterns. The approach towards foreseeing 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 inspecting AXA Selection Strategic technical indicators you can today evaluate if the expected return of 0.2494% will be sustainable into the future.
Horizon     30 Days    Login   to change

AXA Selection Strategic Relative Risk vs. Return Landscape

If you would invest  10,960  in AXA Selection Strategic Bal Re on September 16, 2018 and sell it today you would earn a total of  82.00  from holding AXA Selection Strategic Bal Re or generate 0.75% return on investment over 30 days. AXA Selection Strategic Bal Re is generating 0.2494% of daily returns and assumes 0.432% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than AXA Selection Strategic Bal Re and 96% 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, AXA Selection Strategic Bal Re is expected to generate 0.41 times more return on investment than the market. However, the company is 2.43 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.12 per unit of risk.

AXA Selection Current Valuation

Not valued
October 16, 2018
110.42
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
AXA Selection is Unknown risk asset. AXA Selection Strategic latest Real Value cannot be determined due to lack of data. The recent price of AXA Selection Strategic is €110.42. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of AXA Selection Strategic from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to invest in undervalued equities and to trade away overvalued equities since in the future instruments prices and their ongoing real values will grow together.

AXA Selection Market Risk Analysis

Sharpe Ratio = 0.5774
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small ReturnsF00000P339
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative Returns

AXA Selection Relative Performance Indicators

Estimated Market Risk
 0.43
  actual daily
 
 97 %
of total potential
  
Expected Return
 0.25
  actual daily
 
 4 %
of total potential
  
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
  
Based on monthly moving average AXA Selection is performing at about 38% 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 AXA Selection by adding it to a well-diversified portfolio.

AXA Selection Performance Rating

AXA Selection Strategic Bal Re Risk Adjusted Performance Analysis

38 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in AXA Selection Strategic Bal Re are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

AXA Selection Alerts

Equity Alerts and Improvement Suggestions

AXA Selection is not yet fully synchronised with the market data
The fund retains all of the assets under management (AUM) in different types of exotic instruments

AXA Selection Performance Indicators

AXA Selection Strategic Basic Price Performance Measures

Annual Report Expense Ratio0.00%
Additionally see Investing Opportunities. Please also try Headlines Timeline module to stay connected to all market stories and filter out noise. drill down to analyze hype elasticity.
Search macroaxis.com