ANIMA Variable (Ireland) Manager Performance Evaluation

F00000SGU1 -- Ireland Fund  

EUR 4.86  0.04  0.82%

The organization shows Beta (market volatility) of 0.0387 which signifies that as returns on market increase, ANIMA Variable returns are expected to increase less than the market. However during bear market, the loss on holding ANIMA Variable will be expected to be smaller as well.. Although it is extremely important to respect ANIMA Variable Rate historical returns, it is better to be realistic regarding the information on equity current trending patterns. The approach to 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 reviewing ANIMA Variable Rate technical indicators you can today evaluate if the expected return of 0.1036% will be sustainable into the future.
Horizon     30 Days    Login   to change

ANIMA Variable Rate Relative Risk vs. Return Landscape

If you would invest  484.00  in ANIMA Variable Rate Bond I EUR Acc on November 13, 2018 and sell it today you would earn a total of  2.00  from holding ANIMA Variable Rate Bond I EUR Acc or generate 0.41% return on investment over 30 days. ANIMA Variable Rate Bond I EUR Acc is generating 0.1036% of daily returns and assumes 0.3585% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than ANIMA Variable Rate Bond I EUR 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, ANIMA Variable Rate Bond I EUR Acc is expected to generate 0.28 times more return on investment than the market. However, the company is 3.61 times less risky than the market. It trades about 0.29 of its potential returns per unit of risk. The DOW is currently generating roughly -0.05 per unit of risk.

ANIMA Variable Current Valuation

Not valued
December 13, 2018
4.86
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
ANIMA Variable is Unknown risk asset. ANIMA Variable Rate prevailing Real Value cannot be determined due to lack of data. The current price of ANIMA Variable Rate is €4.86. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of ANIMA Variable Rate from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since in the future assets prices and their ongoing real values will blend.

ANIMA Variable Market Risk Analysis

Sharpe Ratio = 0.2891
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ANIMA Variable Relative Performance Indicators

Estimated Market Risk
 0.36
  actual daily
 
 3 %
of total potential
 
3
Expected Return
 0.1
  actual daily
 
 1 %
of total potential
 
1
Risk-Adjusted Return
 0.29
  actual daily
 
 19 %
of total potential
 
19
Based on monthly moving average ANIMA Variable is performing at about 19% 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 ANIMA Variable by adding it to a well-diversified portfolio.

ANIMA Variable Performance Rating

ANIMA Variable Rate Bond I EUR Acc Risk Adjusted Performance Analysis

19

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in ANIMA Variable Rate Bond I EUR Acc are ranked lower than 19 (%) of all funds and portfolios of funds over the last 30 days.

ANIMA Variable Alerts

Equity Alerts and Improvement Suggestions

ANIMA Variable Rate is not yet fully synchronised with the market data
The fund retains about 22.66% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
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