E I (Ireland) Manager Performance Evaluation

F00000TWY9 -- Ireland Fund  

USD 565.02  1.96  0.35%

The entity shows Beta (market volatility) of -0.1189 which denotes to the fact that as returns on market increase, returns on owning E I are expected to decrease at a much smaller rate. During bear market, E I is likely to outperform the market. 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.
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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. In spite of comparatively unchanging essential indicators, E I is not utilizing all of its potentials. The prevalent stock price uproar, may contribute to short-term losses for the leadership.
Annual Report Expense Ratio1.59%
Horizon     30 Days    Login   to change

E I Sturdza Relative Risk vs. Return Landscape

If you would invest  56,502  in E I Sturdza Strgc US MomentumVal Ins on April 21, 2019 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 and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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E I Market Risk Analysis

Sharpe Ratio = 0.0
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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.

E I Alerts

Equity Alerts and Improvement Suggestions

E I Sturdza is not yet fully synchronised with the market data
Additionally see Investing Opportunities. Please also try Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
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