Majedie Asset (Ireland) Manager Performance Evaluation

F00000TULN -- Ireland Fund  

 179.00  4.00  2.19%

The fund secures Beta (Market Risk) of -895.6855 which conveys that as returns on market increase, returns on owning Majedie Asset are expected to decrease by larger amounts. On the other hand, during market turmoil, Majedie Asset is expected to significantly outperform it.. Even though it is essential to pay attention to Majedie Asset Mgmt price patterns, it is always good to be careful when utilizing equity historical price patterns. Macroaxis philosophy towards estimating 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. Majedie Asset exposes twenty different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Majedie Asset Mgmt Relative Risk vs. Return Landscape

If you would invest  18,700  in Majedie Asset Mgmt US Equity A GBP Acc on August 27, 2018 and sell it today you would lose (800.00)  from holding Majedie Asset Mgmt US Equity A GBP Acc or give up 4.28% of portfolio value over 30 days. Majedie Asset Mgmt US Equity A GBP Acc is generating negative expected returns and assumes 2.47% volatility on return distribution over the 30 days horizon. Simply put, 22% of equities are less volatile than Majedie Asset Mgmt US Equity A GBP Acc 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, Majedie Asset Mgmt US Equity A GBP Acc is expected to under-perform the market. In addition to that, the company is 5.49 times more volatile than its market benchmark. It trades about -0.58 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.18 per unit of volatility.

Majedie Asset Market Risk Analysis

Sharpe Ratio = -0.5774
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Majedie Asset Relative Performance Indicators

Estimated Market Risk
 2.47
  actual daily
 
 78 %
of total potential
  
Expected Return
 -1.43
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.58
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Majedie Asset 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 Majedie Asset by adding it to a well-diversified portfolio.

Majedie Asset Performance Rating

Majedie Asset Mgmt US Equity A GBP Acc Risk Adjusted Performance Analysis

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Risk-Adjusted Fund Performance

Over the last 30 days Majedie Asset Mgmt US Equity A GBP Acc has generated negative risk-adjusted returns adding no value to fund investors.

Majedie Asset Alerts

Equity Alerts and Improvement Suggestions

Majedie Asset Mgmt generates negative expected return over the last 30 days
Additionally see Investing Opportunities. Please also try Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
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