Hermes Asia (Ireland) Manager Performance Evaluation

F00000QKHU -- Ireland Fund  

USD 3.13  0.05  1.62%

The fund retains Market Volatility (i.e. Beta) of 0.0 which attests that the returns on MARKET and Hermes Asia are completely uncorrelated. Even though it is essential to pay attention to Hermes Asia Ex current price history, it is always good to be careful when utilizing equity current price movements. Macroaxis philosophy towards determining 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. Hermes Asia Ex exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Hermes Asia Ex Relative Risk vs. Return Landscape

If you would invest  326.00  in Hermes Asia Ex Japan Equity R Acc on September 21, 2018 and sell it today you would lose (13.00)  from holding Hermes Asia Ex Japan Equity R Acc or give up 3.99% of portfolio value over 30 days. Hermes Asia Ex Japan Equity R Acc is generating negative expected returns and assumes 3.6633% volatility on return distribution over the 30 days horizon. Simply put, 33% of equities are less volatile than Hermes Asia Ex Japan Equity R 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, Hermes Asia Ex Japan Equity R Acc is expected to under-perform the market. In addition to that, the company is 3.52 times more volatile than its market benchmark. It trades about -0.17 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.21 per unit of volatility.

Hermes Asia Current Valuation

Not valued
October 21, 2018
3.13
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Hermes Asia is Unknown risk asset. Hermes Asia Ex regular Real Value cannot be determined due to lack of data. The prevalent price of Hermes Asia Ex is $3.13. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Hermes Asia Ex from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together.

Hermes Asia Market Risk Analysis

Sharpe Ratio = -0.1692
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Hermes Asia Relative Performance Indicators

Estimated Market Risk
 3.66
  actual daily
 
 67 %
of total potential
  
Expected Return
 -0.62
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.17
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Hermes Asia 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 Hermes Asia by adding it to a well-diversified portfolio.

Hermes Asia Performance Rating

Hermes Asia Ex Japan Equity R Acc Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Hermes Asia Ex Japan Equity R Acc has generated negative risk-adjusted returns adding no value to fund investors.

Hermes Asia Alerts

Equity Alerts and Improvement Suggestions

Hermes Asia Ex is not yet fully synchronised with the market data
Hermes Asia Ex generates negative expected return over the last 30 days
Hermes Asia Ex has high historical volatility and very poor performance
The fund retains about 8.05% of its assets under management (AUM) in cash

Hermes Asia Performance Indicators

Hermes Asia Ex Basic Price Performance Measures

Annual Report Expense Ratio0.00%
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