Polar Capital (Ireland) Manager Performance Evaluation

F00000UPXO -- Ireland Fund  

EUR 10.52  0.04  0.38%

The fund holds Beta of 0.082 which implies as returns on market increase, Polar Capital returns are expected to increase less than the market. However during bear market, the loss on holding Polar Capital will be expected to be smaller as well.. Even though it is essential to pay attention to Polar Capital European current trending patterns, it is always good to be careful when utilizing equity existing price patterns. Macroaxis philosophy towards forecasting future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Polar Capital European exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Polar Capital European Relative Risk vs. Return Landscape

If you would invest  1,083  in Polar Capital Europeanome S on September 22, 2018 and sell it today you would lose (31.00)  from holding Polar Capital Europeanome S or give up 2.86% of portfolio value over 30 days. Polar Capital Europeanome S is generating negative expected returns and assumes 1.4312% volatility on return distribution over the 30 days horizon. Simply put, 12% of equities are less volatile than Polar Capital Europeanome S 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 Europeanome S is expected to under-perform the market. In addition to that, the company is 1.35 times more volatile than its market benchmark. It trades about -0.5 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.21 per unit of volatility.

Polar Capital Current Valuation

Not valued
October 22, 2018
10.52
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 €10.52. 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 = -0.5
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Polar Capital Relative Performance Indicators

Estimated Market Risk
 1.43
  actual daily
 
 88 %
of total potential
  
Expected Return
 -0.72
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.5
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Polar Capital 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 Capital by adding it to a well-diversified portfolio.

Polar Capital Performance Rating

Polar Capital Europeanome S Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Polar Capital Europeanome S has generated negative risk-adjusted returns adding no value to fund investors.

Polar Capital Alerts

Equity Alerts and Improvement Suggestions

Polar Capital is not yet fully synchronised with the market data
Polar Capital generates negative expected return over the last 30 days
The fund retains 98.44% of its assets under management (AUM) in equities

Polar Capital Performance Indicators

Polar Capital European Basic Price Performance Measures

Annual Report Expense Ratio0.00%
Additionally see Investing Opportunities. Please also try Equity Valuation module to check real value of public entities based on technical and fundamental data.
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