Polar Capital (Ireland) Manager Performance Evaluation

F00000UPXN -- Ireland Fund  

EUR 12.43  0.02  0.16%

The fund holds Beta of -0.0637 which implies as returns on market increase, returns on owning Polar Capital are expected to decrease at a much smaller rate. During bear market, Polar Capital is likely to outperform the market.. Although it is extremely important to respect Polar Capital European 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 Capital European technical indicators you can presently evaluate if the expected return of 0.0162% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Polar Capital European Relative Risk vs. Return Landscape

If you would invest  1,242  in Polar Capital European Income S Acc on June 23, 2018 and sell it today you would earn a total of  1.00  from holding Polar Capital European Income S Acc or generate 0.08% return on investment over 30 days. Polar Capital European Income S Acc is generating 0.0162% of daily returns and assumes 0.1439% volatility on return distribution over the 30 days horizon. Simply put, 1% of equities are less volatile than Polar Capital European Income S Acc 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 Capital European Income S Acc is expected to generate 7.28 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.55 times less risky than the market. It trades about 0.11 of its potential returns per unit of risk. The DOW is currently generating roughly 0.23 of returns per unit of risk over similar time horizon.

Polar Capital Current Valuation

Not valued
July 23, 2018
12.43
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Polar Capital is Unknown risk asset. Polar Capital European recent Real Value cannot be determined due to lack of data. The prevailing price of Polar Capital European is €12.43. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Polar Capital European 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 Capital Market Risk Analysis

Sharpe Ratio = 0.1125
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Polar Capital Relative Performance Indicators

Estimated Market Risk
 0.14
  actual daily
 
 99 %
of total potential
  
Expected Return
 0.02
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.11
  actual daily
 
 7 %
of total potential
  
Based on monthly moving average Polar Capital is performing at about 7% 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 Capital by adding it to a well-diversified portfolio.

Performance Rating

Polar Capital European Income S Acc Risk Adjusted Performance Analysis
7 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Polar Capital European Income S Acc are ranked lower than 7 (%) of all funds and portfolios of funds over the last 30 days.

Polar Capital Alerts

Equity Alerts and Improvement Suggestions
The fund retains 98.44% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
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