FundLogic (Ireland) Manager Performance Evaluation

F00000UKAW -- Ireland Fund  

EUR 9.95  0.03  0.30%

The organization shows Beta (market volatility) of -0.0579 which denotes to the fact that as returns on market increase, returns on owning FundLogic are expected to decrease at a much smaller rate. During bear market, FundLogic is likely to outperform the market.. Although it is extremely important to respect FundLogic MS Fdrm historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards 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 reviewing FundLogic MS Fdrm technical indicators you can presently evaluate if the expected return of 0.0205% will be sustainable into the future.
Horizon     30 Days    Login   to change

FundLogic MS Fdrm Relative Risk vs. Return Landscape

If you would invest  994.00  in FundLogic MS Fdrm EqSmtBtDyn Prot 80 A on August 25, 2018 and sell it today you would earn a total of  1.00  from holding FundLogic MS Fdrm EqSmtBtDyn Prot 80 A or generate 0.1% return on investment over 30 days. FundLogic MS Fdrm EqSmtBtDyn Prot 80 A is generating 0.0205% of daily returns and assumes 0.3295% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than FundLogic MS Fdrm EqSmtBtDyn Prot 80 A 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, FundLogic MS Fdrm EqSmtBtDyn Prot 80 A is expected to generate 4.95 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.31 times less risky than the market. It trades about 0.06 of its potential returns per unit of risk. The DOW is currently generating roughly 0.24 of returns per unit of risk over similar time horizon.

FundLogic Current Valuation

Not valued
September 24, 2018
9.95
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
FundLogic is Unknown risk asset. FundLogic MS Fdrm prevailing Real Value cannot be determined due to lack of data. The current price of FundLogic MS Fdrm is €9.95. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of FundLogic MS Fdrm from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

FundLogic Market Risk Analysis

Sharpe Ratio = 0.0623
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FundLogic Relative Performance Indicators

Estimated Market Risk
 0.33
  actual daily
 
 97 %
of total potential
  
Expected Return
 0.02
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.06
  actual daily
 
 4 %
of total potential
  
Based on monthly moving average FundLogic is performing at about 4% 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 FundLogic by adding it to a well-diversified portfolio.

FundLogic Performance Rating

FundLogic MS Fdrm EqSmtBtDyn Prot 80 A Risk Adjusted Performance Analysis

4 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in FundLogic MS Fdrm EqSmtBtDyn Prot 80 A are ranked lower than 4 (%) of all funds and portfolios of funds over the last 30 days.

FundLogic Alerts

Equity Alerts and Improvement Suggestions

The fund retains all of the assets under management (AUM) in different types of exotic instruments
Additionally see Investing Opportunities. Please also try Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
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