Polar UK (Ireland) Manager Performance Evaluation

F00000UHSY -- Ireland Fund  

EUR 24.94  0.77  2.99%

The fund holds Beta of -0.2172 which implies as returns on market increase, returns on owning Polar UK are expected to decrease at a much smaller rate. During bear market, Polar UK is likely to outperform the market.. Although it is extremely important to respect Polar UK Absolute current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting 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 Polar UK Absolute technical indicators you can presently evaluate if the expected return of 0.0231% will be sustainable into the future.
Horizon     30 Days    Login   to change

Polar UK Absolute Relative Risk vs. Return Landscape

If you would invest  2,494  in Polar UK Absolute Equity S Euro on August 24, 2018 and sell it today you would earn a total of  0.00  from holding Polar UK Absolute Equity S Euro or generate 0.0% return on investment over 30 days. Polar UK Absolute Equity S Euro is generating 0.0231% of daily returns and assumes 2.4832% volatility on return distribution over the 30 days horizon. Simply put, 22% of equities are less volatile than Polar UK Absolute Equity S Euro 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, Polar UK Absolute Equity S Euro is expected to generate 7.53 times less return on investment than the market. In addition to that, the company is 5.53 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.39 per unit of volatility.

Polar UK Current Valuation

Not valued
September 23, 2018
24.94
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Polar UK is Unknown risk asset. Polar UK Absolute recent Real Value cannot be determined due to lack of data. The prevailing price of Polar UK Absolute is €24.94. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Polar UK Absolute from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together.

Polar UK Market Risk Analysis

Sharpe Ratio = 0.0093
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Polar UK Relative Performance Indicators

Estimated Market Risk
 2.48
  actual daily
 
 78 %
of total potential
  
Expected Return
 0.02
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.01
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Polar UK 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 Polar UK by adding it to a well-diversified portfolio.

Polar UK Performance Rating

Polar UK Absolute Equity S Euro Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Polar UK Absolute Equity S Euro has generated negative risk-adjusted returns adding no value to fund investors.

Polar UK Alerts

Equity Alerts and Improvement Suggestions

The fund retains about 33.72% of its assets under management (AUM) in cash
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