London Capital (Ireland) Manager Performance Evaluation

F00000TWNP -- Ireland Fund  

USD 109.51  0.16  0.15%

The fund secures Beta (Market Risk) of -0.0116 which conveys that as returns on market increase, returns on owning London Capital are expected to decrease at a much smaller rate. During bear market, London Capital is likely to outperform the market.. Although it is extremely important to respect London Capital Glbl price patterns, it is better to be realistic regarding the information on equity historical price patterns. The philosophy towards estimating 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 London Capital Glbl technical indicators you can presently evaluate if the expected return of 0.0366% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

London Capital Glbl Relative Risk vs. Return Landscape

If you would invest  10,935  in London Capital Glbl Bal Fxd I on June 20, 2018 and sell it today you would earn a total of  16.00  from holding London Capital Glbl Bal Fxd I or generate 0.15% return on investment over 30 days. London Capital Glbl Bal Fxd I is generating 0.0366% of daily returns and assumes 0.0732% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than London Capital Glbl Bal Fxd I 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, London Capital Glbl Bal Fxd I is expected to generate 1.57 times less return on investment than the market. But when comparing it to its historical volatility, the company is 8.17 times less risky than the market. It trades about 0.5 of its potential returns per unit of risk. The DOW is currently generating roughly 0.1 of returns per unit of risk over similar time horizon.

London Capital Current Valuation

Not valued
July 20, 2018
Market Value
Real Value
Target Odds
London Capital is Unknown risk asset. London Capital Glbl last-minute Real Value cannot be determined due to lack of data. The latest price of London Capital Glbl is $109.51. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of London Capital Glbl from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

London Capital Market Risk Analysis

Sharpe Ratio = 0.5
Good Returns
Average Returns
Small Returns
Based on monthly moving average London Capital is performing at about 33% 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 London Capital by adding it to a well-diversified portfolio.

Performance Rating

London Capital Glbl Bal Fxd I Risk Adjusted Performance Analysis

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in London Capital Glbl Bal Fxd I are ranked lower than 33 (%) of all funds and portfolios of funds over the last 30 days.

London Capital Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 91.32% of its assets under management (AUM) in fixed income securities
Additionally see Investing Opportunities. Please also try Chance of Distress module to get analysis of equity chance of financial distress in the next 2 years.