Neuberger Berman (Ireland) Manager Performance Evaluation

F00000PVOP -- Ireland Fund  

AUD 7.34  0.03  0.41%

The fund secures Beta (Market Risk) of -0.0383 which conveys that as returns on market increase, returns on owning Neuberger Berman are expected to decrease at a much smaller rate. During bear market, Neuberger Berman is likely to outperform the market.. Even though it is essential to pay attention to Neuberger Berman 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. Neuberger Berman exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Neuberger Berman Relative Risk vs. Return Landscape

If you would invest  737.00  in Neuberger Berman HY Bd AUD B Mthly on August 23, 2018 and sell it today you would lose (3.00)  from holding Neuberger Berman HY Bd AUD B Mthly or give up 0.41% of portfolio value over 30 days. Neuberger Berman HY Bd AUD B Mthly is generating negative expected returns and assumes 0.235% volatility on return distribution over the 30 days horizon. Simply put, 2% of equities are less volatile than Neuberger Berman HY Bd AUD B Mthly 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, Neuberger Berman HY Bd AUD B Mthly is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.93 times less risky than the market. the firm trades about -0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.44 of returns per unit of risk over similar time horizon.

Neuberger Berman Current Valuation

Not valued
September 22, 2018
7.34
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Neuberger Berman is Unknown risk asset. Neuberger Berman last-minute Real Value cannot be determined due to lack of data. The latest price of Neuberger Berman is A$7.34. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Neuberger Berman 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.

Neuberger Berman Market Risk Analysis

Sharpe Ratio = -0.5774
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Neuberger Berman Relative Performance Indicators

Estimated Market Risk
 0.24
  actual daily
 
 98 %
of total potential
  
Expected Return
 -0.14
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.58
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Neuberger Berman 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 Neuberger Berman by adding it to a well-diversified portfolio.

Neuberger Berman Performance Rating

Neuberger Berman HY Bd AUD B Mthly Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Neuberger Berman HY Bd AUD B Mthly has generated negative risk-adjusted returns adding no value to fund investors.

Neuberger Berman Alerts

Equity Alerts and Improvement Suggestions

Neuberger Berman generates negative expected return over the last 30 days
The fund retains about 6.5% of its assets under management (AUM) in cash
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