Dodge Cox (Ireland) Manager Performance Evaluation

F00000TEQM -- Ireland Fund  

GBp 1,209  8.00  0.67%

The organization shows Beta (market volatility) of 0.7958 which denotes to the fact that as returns on market increase, Dodge Cox returns are expected to increase less than the market. However during bear market, the loss on holding Dodge Cox will be expected to be smaller as well.. Although it is vital to follow to Dodge Cox Worldwide historical returns, it is good to be conservative about what you can actually do with the information regarding equity current trending patterns. Macroaxis philosophy in predicting future performance of any fund is to look not only at its past charts but also at the business as a whole, including all fundamental and technical indicators. To evaluate if Dodge Cox Worldwide Global Bd GBP expected return of 1.4981 will be sustainable into the future, we have found twenty-one different technical indicators which can help you to check if the expected returns are sustainable.
Horizon     30 Days    Login   to change

Dodge Cox Worldwide Relative Risk vs. Return Landscape

If you would invest  115,700  in Dodge Cox Worldwide Global Bd GBP on September 22, 2018 and sell it today you would earn a total of  5,200  from holding Dodge Cox Worldwide Global Bd GBP or generate 4.49% return on investment over 30 days. Dodge Cox Worldwide Global Bd GBP is generating 1.4981% of daily returns and assumes 2.5948% volatility on return distribution over the 30 days horizon. Simply put, 23% of equities are less volatile than Dodge Cox Worldwide Global Bd GBP and 72% 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, Dodge Cox Worldwide Global Bd GBP is expected to generate 2.44 times more return on investment than the market. However, the company is 2.44 times more volatile than its market benchmark. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.21 per unit of risk.

Dodge Cox Current Valuation

Not valued
October 22, 2018
1,209
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Dodge Cox is Unknown risk asset. Dodge Cox Worldwide prevailing Real Value cannot be determined due to lack of data. The current price of Dodge Cox Worldwide is p;1209.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Dodge Cox Worldwide from reviewing fund fundamentals and technical indicators as well as its 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.

Dodge Cox Market Risk Analysis

Sharpe Ratio = 0.5774
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Dodge Cox Relative Performance Indicators

Estimated Market Risk
 2.59
  actual daily
 
 77 %
of total potential
  
Expected Return
 1.5
  actual daily
 
 28 %
of total potential
  
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
  
Based on monthly moving average Dodge Cox is performing at about 38% 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 Dodge Cox by adding it to a well-diversified portfolio.

Dodge Cox Performance Rating

Dodge Cox Worldwide Global Bd GBP Risk Adjusted Performance Analysis

38 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Dodge Cox Worldwide Global Bd GBP are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

Dodge Cox Alerts

Equity Alerts and Improvement Suggestions

Dodge Cox Worldwide is not yet fully synchronised with the market data
The fund retains about 6.54% of its assets under management (AUM) in cash

Dodge Cox Performance Indicators

Dodge Cox Worldwide Basic Price Performance Measures

Annual Report Expense Ratio0.60%
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