Hermes US (Ireland) Manager Performance Evaluation

F00000TWHL -- Ireland Fund  

GBp 132.00  2.00  1.49%

The fund retains Market Volatility (i.e. Beta) of 0.1548 which attests that as returns on market increase, Hermes US returns are expected to increase less than the market. However during bear market, the loss on holding Hermes US will be expected to be smaller as well. Although it is extremely important to respect Hermes US Smid current price history, it is better to be realistic regarding the information on equity current price movements. The philosophy towards determining 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 evaluating Hermes US Smid technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Hermes US Smid Relative Risk vs. Return Landscape

If you would invest  13,200  in Hermes US Smid Equity F GBP Inc Hdg on February 22, 2019 and sell it today you would earn a total of  0.00  from holding Hermes US Smid Equity F GBP Inc Hdg or generate 0.0% return on investment over 30 days. Hermes US Smid Equity F GBP Inc Hdg is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Hermes US and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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Hermes US Current Valuation

Not valued
March 24, 2019
Market Value
Real Value
Target Odds
Odds Odds
Hermes US is Unknown risk asset. Hermes US Smid regular Real Value cannot be determined due to lack of data. The prevalent price of Hermes US Smid is p;132.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Hermes US Smid from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together.

Hermes US Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
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Based on monthly moving average Hermes US 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 Hermes US by adding it to a well-diversified portfolio.

Hermes US Performance Rating

Hermes US Smid Equity F GBP Inc Hdg Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Hermes US Smid Equity F GBP Inc Hdg has generated negative risk-adjusted returns adding no value to fund investors.

Hermes US Alerts

Equity Alerts and Improvement Suggestions

Hermes US Smid is not yet fully synchronised with the market data
The fund retains 96.15% of its assets under management (AUM) in equities
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