Kames Investment (Ireland) Manager Performance Evaluation

F00000PJO4 -- Ireland Fund  

USD 11.94  0.06  0.50%

The fund secures Beta (Market Risk) of -0.0497 which conveys that as returns on market increase, returns on owning Kames Investment are expected to decrease at a much smaller rate. During bear market, Kames Investment is likely to outperform the market.. Even though it is essential to pay attention to Kames Investment Grd price patterns, it is always good to be careful when utilizing equity historical price patterns. Macroaxis philosophy towards estimating 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. Kames Investment exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Kames Investment Grd Relative Risk vs. Return Landscape

If you would invest  1,199  in Kames Investment Grd Glbl Bd A USD Acc on September 16, 2018 and sell it today you would lose (5.00)  from holding Kames Investment Grd Glbl Bd A USD Acc or give up 0.42% of portfolio value over 30 days. Kames Investment Grd Glbl Bd A USD Acc is generating negative expected returns and assumes 0.3989% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than Kames Investment Grd Glbl Bd A USD Acc 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, Kames Investment Grd Glbl Bd A USD Acc is expected to generate 0.39 times more return on investment than the market. However, the company is 2.56 times less risky than the market. It trades about -0.21 of its potential returns per unit of risk. The DOW is currently generating roughly -0.12 per unit of risk.

Kames Investment Current Valuation

Not valued
October 16, 2018
11.94
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Kames Investment is Unknown risk asset. Kames Investment Grd last-minute Real Value cannot be determined due to lack of data. The latest price of Kames Investment Grd is $11.94. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Kames Investment Grd from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Kames Investment Market Risk Analysis

Sharpe Ratio = -0.2078
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Kames Investment Relative Performance Indicators

Estimated Market Risk
 0.4
  actual daily
 
 97 %
of total potential
  
Expected Return
 -0.08
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.21
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Kames Investment 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 Kames Investment by adding it to a well-diversified portfolio.

Kames Investment Performance Rating

Kames Investment Grd Glbl Bd A USD Acc Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Kames Investment Grd Glbl Bd A USD Acc has generated negative risk-adjusted returns adding no value to fund investors.

Kames Investment Alerts

Equity Alerts and Improvement Suggestions

Kames Investment Grd is not yet fully synchronised with the market data
Kames Investment Grd generates negative expected return over the last 30 days
The fund retains about 40.9% of its assets under management (AUM) in cash

Kames Investment Performance Indicators

Kames Investment Grd Basic Price Performance Measures

Annual Report Expense Ratio1.44%
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