Polar Capital (Ireland) Manager Performance Evaluation

F00000UPXO -- Ireland Fund  

EUR 9.97  0.22  2.16%

The fund holds Beta of -0.0157 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 vital to follow to Polar Capital European current trending patterns, it is good to be conservative about what you can actually do with the information regarding 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 0.2696% will be sustainable into the future.
Horizon     30 Days    Login   to change

Polar Capital European Relative Risk vs. Return Landscape

If you would invest  989.00  in Polar Capital Europeanome S on December 18, 2018 and sell it today you would earn a total of  8.00  from holding Polar Capital Europeanome S or generate 0.81% return on investment over 30 days. Polar Capital Europeanome S is generating 0.2696% of daily returns and assumes 0.467% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than Polar Capital European and 95% 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 is expected to generate 0.23 times more return on investment than the market. However, the company is 4.33 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.02 per unit of risk.

Polar Capital Current Valuation

Not valued
January 17, 2019
9.97
Market Value
0.00
Real Value
Target Odds
Odds 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 €9.97. 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 = 0.5774
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Polar Capital Relative Performance Indicators

Estimated Market Risk
 0.47
  actual daily
 
 4 %
of total potential
 
4
Expected Return
 0.27
  actual daily
 
 5 %
of total potential
 
5
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
 
38
Based on monthly moving average Polar Capital is performing at about 38% 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

38

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Polar Capital Europeanome S are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

Polar Capital Alerts

Equity Alerts and Improvement Suggestions

Polar Capital is not yet fully synchronised with the market data
The fund retains 98.44% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
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