Trojan Income (Ireland) Manager Performance Evaluation

F00000SJ7U -- Ireland Fund  

EUR 1.42  0.02  1.39%

The entity has beta of -0.0273 which indicates as returns on market increase, returns on owning Trojan Income are expected to decrease at a much smaller rate. During bear market, Trojan Income is likely to outperform the market.. Although it is extremely important to respect Trojan Income Feeder current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring 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 inspecting Trojan Income Feeder technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Trojan Income Feeder Relative Risk vs. Return Landscape

If you would invest  142.00  in Trojan Income Feeder O EUR Acc on June 16, 2018 and sell it today you would earn a total of  0.00  from holding Trojan Income Feeder O EUR Acc or generate 0.0% return on investment over 30 days. Trojan Income Feeder O EUR Acc is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Trojan Income Feeder O EUR Acc and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Trojan Income Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average Trojan Income 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 Trojan Income by adding it to a well-diversified portfolio.

Performance Rating

Trojan Income Feeder O EUR Acc Risk Adjusted Performance Analysis

Risk-Adjusted Fund Performance

Over the last 30 days Trojan Income Feeder O EUR Acc has generated negative risk-adjusted returns adding no value to fund investors.

Trojan Income Alerts

Equity Alerts and Improvement Suggestions
Trojan Income Feeder may become a speculative penny stock
The fund retains about 5.84% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Fundamentals Matrix module to view fundamentals matrix and analyze how accounts are interrelated and interconnected with each other.