BNY Mellon (Ireland) Manager Performance Evaluation

F00000TOU7 -- Ireland Fund  

USD 1.49  0.02  1.36%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and BNY Mellon are completely uncorrelated. Although it is extremely important to respect BNY Mellon US historical returns, it is better to be realistic regarding the information on equity current trending patterns. The approach towards 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 analyzing BNY Mellon US technical indicators you can now evaluate if the expected return of 0.1134% will be sustainable into the future.
Horizon     30 Days    Login   to change

BNY Mellon US Relative Risk vs. Return Landscape

If you would invest  148.00  in BNY Mellon US Opportunities C USD on September 19, 2018 and sell it today you would earn a total of  1.00  from holding BNY Mellon US Opportunities C USD or generate 0.68% return on investment over 30 days. BNY Mellon US Opportunities C USD is generating 0.1134% of daily returns and assumes 0.5048% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than BNY Mellon US Opportunities C USD and 98% 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 generate 0.48 times more return on investment than the market. However, the company is 2.09 times less risky than the market. It trades about 0.22 of its potential returns per unit of risk. The DOW is currently generating roughly -0.11 per unit of risk.

BNY Mellon Current Valuation

Not valued
October 19, 2018
1.49
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 $1.49. 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 = 0.2245
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashF00000TOU7Average
Risk
High
Risk
Huge
Risk
Negative Returns

BNY Mellon Relative Performance Indicators

Estimated Market Risk
 0.5
  actual daily
 
 96 %
of total potential
  
Expected Return
 0.11
  actual daily
 
 2 %
of total potential
  
Risk-Adjusted Return
 0.22
  actual daily
 
 14 %
of total potential
  
Based on monthly moving average BNY Mellon is performing at about 14% 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

14 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in BNY Mellon US Opportunities C USD are ranked lower than 14 (%) of all funds and portfolios of funds over the last 30 days.

BNY Mellon Alerts

Equity Alerts and Improvement Suggestions

BNY Mellon US is not yet fully synchronised with the market data
BNY Mellon US may become a speculative penny stock
The fund retains all of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try World Markets Correlation module to find global opportunities by holding instruments from different markets.
Search macroaxis.com