E I (Ireland) Manager Performance Evaluation

F00000TWY9 -- Ireland Fund  

USD 605.94  3.64  0.60%

The entity shows Beta (market volatility) of 0.1501 which denotes to the fact that as returns on market increase, E I returns are expected to increase less than the market. However during bear market, the loss on holding E I will be expected to be smaller as well.. Although it is extremely important to respect E I Sturdza historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in predicting 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 E I Sturdza technical indicators you can at this moment evaluate if the expected return of 0.0% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

E I Sturdza Relative Risk vs. Return Landscape

If you would invest  55,105  in E I Sturdza Strgc US MomentumVal Ins on July 17, 2018 and sell it today you would earn a total of  0.00  from holding E I Sturdza Strgc US MomentumVal Ins or generate 0.0% return on investment over 30 days. E I Sturdza Strgc US MomentumVal Ins 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 E I Sturdza Strgc US MomentumVal Ins and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

E I Current Valuation

Not valued
August 16, 2018
Market Value
Real Value
Target Odds
E I is Unknown risk asset. E I Sturdza prevailing Real Value cannot be determined due to lack of data. The current price of E I Sturdza is $605.94. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Macroaxis generally computes value of E I Sturdza from analyzing the entity technical indicators and Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since sooner or later assets prices and their ongoing real values will submerge.

E I Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average E I 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 E I by adding it to a well-diversified portfolio.

Performance Rating

E I Sturdza Strgc US MomentumVal Ins Risk Adjusted Performance Analysis

Risk-Adjusted Fund Performance

Over the last 30 days E I Sturdza Strgc US MomentumVal Ins has generated negative risk-adjusted returns adding no value to fund investors.
Additionally see Investing Opportunities. Please also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..