BNY Mellon (Ireland) Manager Performance Evaluation

F00000TOU7 -- Ireland Fund  

USD 1.27  0.06  4.96%

The organization shows Beta (market volatility) of 0.0724 which signifies that as returns on market increase, BNY Mellon returns are expected to increase less than the market. However during bear market, the loss on holding BNY Mellon will be expected to be smaller as well.. Even though it is essential to pay attention to BNY Mellon US historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis approach towards foreseeing future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. BNY Mellon US Opportunities C USD exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

BNY Mellon US Relative Risk vs. Return Landscape

If you would invest  130.00  in BNY Mellon US Opportunities C USD on November 16, 2018 and sell it today you would lose (9.00)  from holding BNY Mellon US Opportunities C USD or give up 6.92% of portfolio value over 30 days. BNY Mellon US Opportunities C USD is generating negative expected returns and assumes 2.3624% volatility on return distribution over the 30 days horizon. Simply put, 21% of equities are less volatile than BNY Mellon US Opportunities C USD 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, BNY Mellon US Opportunities C USD is expected to under-perform the market. In addition to that, the company is 1.83 times more volatile than its market benchmark. It trades about -0.99 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.11 per unit of volatility.

BNY Mellon Current Valuation

Not valued
December 16, 2018
1.27
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
BNY Mellon is Unknown risk asset. BNY Mellon US prevailing Real Value cannot be determined due to lack of data. The current price of BNY Mellon US is $1.27. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Macroaxis commonly approximates value of BNY Mellon US from analyzing the entity technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point future time assets prices and their ongoing real values will blend.

BNY Mellon Market Risk Analysis

Sharpe Ratio = -0.9922
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BNY Mellon Relative Performance Indicators

Estimated Market Risk
 2.36
  actual daily
 
 21 %
of total potential
 
21
Expected Return
 -2.34
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 -0.99
  actual daily
 
 0 %
of total potential
 
0
Based on monthly moving average BNY Mellon 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 BNY Mellon by adding it to a well-diversified portfolio.

BNY Mellon Performance Rating

BNY Mellon US Opportunities C USD Risk Adjusted Performance Analysis

0

Risk-Adjusted Fund Performance

Over the last 30 days BNY Mellon US Opportunities C USD has generated negative risk-adjusted returns adding no value to fund investors.

BNY Mellon Alerts

Equity Alerts and Improvement Suggestions

BNY Mellon US is not yet fully synchronised with the market data
BNY Mellon US generates negative expected return over the last 30 days
BNY Mellon US may become a speculative penny stock
The fund retains all of its assets under management (AUM) in equities

BNY Mellon Performance Indicators

BNY Mellon US Basic Price Performance Measures

Annual Report Expense Ratio1.16%
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