ANIMA Variable (Ireland) Manager Performance Evaluation

F00000SGU1 -- Ireland Fund  

EUR 4.86  0.06  1.22%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and ANIMA Variable are completely uncorrelated. Although it is vital to follow to ANIMA Variable Rate historical returns, it is good to be conservative about what you can actually do with the information regarding 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 0.2537% will be sustainable into the future.
Horizon     30 Days    Login   to change

ANIMA Variable Rate Relative Risk vs. Return Landscape

If you would invest  486.00  in ANIMA Variable Rate Bond I EUR Acc on August 27, 2018 and sell it today you would earn a total of  6.00  from holding ANIMA Variable Rate Bond I EUR Acc or generate 1.23% return on investment over 30 days. ANIMA Variable Rate Bond I EUR Acc is generating 0.2537% of daily returns and assumes 1.4087% volatility on return distribution over the 30 days horizon. Simply put, 12% of equities are less volatile than ANIMA Variable Rate Bond I EUR Acc 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, ANIMA Variable Rate Bond I EUR Acc is expected to generate 3.13 times more return on investment than the market. However, the company is 3.13 times more volatile than its market benchmark. It trades about 0.18 of its potential returns per unit of risk. The DOW is currently generating roughly 0.18 per unit of risk.

ANIMA Variable Current Valuation

Not valued
September 26, 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 = 0.1801
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small ReturnsF00000SGU1
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative Returns

ANIMA Variable Relative Performance Indicators

Estimated Market Risk
 1.41
  actual daily
 
 88 %
of total potential
  
Expected Return
 0.25
  actual daily
 
 4 %
of total potential
  
Risk-Adjusted Return
 0.18
  actual daily
 
 11 %
of total potential
  
Based on monthly moving average ANIMA Variable is performing at about 11% 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

11 

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 11 (%) of all funds and portfolios of funds over the last 30 days.

ANIMA Variable Alerts

Equity Alerts and Improvement Suggestions

The fund retains about 22.66% of its assets under management (AUM) in cash

ANIMA Variable Performance Indicators

ANIMA Variable Rate Basic Price Performance Measures

Annual Report Expense Ratio0.00%
Additionally see Investing Opportunities. Please also try Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
Search macroaxis.com