FundLogic MS (Ireland) Manager Performance Evaluation

F00000TE6U -- Ireland Fund  

EUR 1,057  0.36  0.034%

The organization shows Beta (market volatility) of -0.0065 which denotes to the fact that as returns on market increase, returns on owning FundLogic MS are expected to decrease at a much smaller rate. During bear market, FundLogic MS is likely to outperform the market.. Although it is extremely important to respect FundLogic MS TCW historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards predicting 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 FundLogic MS TCW technical indicators you can presently evaluate if the expected return of 0.0163% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

FundLogic MS TCW Relative Risk vs. Return Landscape

If you would invest  105,659  in FundLogic MS TCW Uncons Pls Bd P EUR on June 23, 2018 and sell it today you would earn a total of  69.00  from holding FundLogic MS TCW Uncons Pls Bd P EUR or generate 0.07% return on investment over 30 days. FundLogic MS TCW Uncons Pls Bd P EUR is generating 0.0163% of daily returns and assumes 0.0189% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than FundLogic MS TCW Uncons Pls Bd P EUR 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, FundLogic MS TCW Uncons Pls Bd P EUR is expected to generate 7.24 times less return on investment than the market. But when comparing it to its historical volatility, the company is 27.06 times less risky than the market. It trades about 0.86 of its potential returns per unit of risk. The DOW is currently generating roughly 0.23 of returns per unit of risk over similar time horizon.

FundLogic MS Current Valuation

Not valued
July 23, 2018
1,057
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
FundLogic MS is Unknown risk asset. FundLogic MS TCW prevailing Real Value cannot be determined due to lack of data. The current price of FundLogic MS TCW is €1056.92. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Macroaxis essentially computes value of FundLogic MS TCW from reviewing the entity technical indicators and Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

FundLogic MS Market Risk Analysis

Sharpe Ratio = 0.8643
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Based on monthly moving average FundLogic MS is performing at about 57% 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 FundLogic MS by adding it to a well-diversified portfolio.

Performance Rating

FundLogic MS TCW Uncons Pls Bd P EUR Risk Adjusted Performance Analysis
57 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in FundLogic MS TCW Uncons Pls Bd P EUR are ranked lower than 57 (%) of all funds and portfolios of funds over the last 30 days.
Additionally see Investing Opportunities. Please also try Chance of Distress module to get analysis of equity chance of financial distress in the next 2 years.
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