Franklin Floating (Ireland) Manager Performance Evaluation

F00000VEWI -- Ireland Fund  

EUR 8.93  0.02  0.22%

The organization shows Beta (market volatility) of -0.0264 which denotes to the fact that as returns on market increase, returns on owning Franklin Floating are expected to decrease at a much smaller rate. During bear market, Franklin Floating is likely to outperform the market.. Even though it is essential to pay attention to Franklin Floating Rate historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy in predicting 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. Franklin Floating Rate A Dis EUR H1 exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Franklin Floating Rate Relative Risk vs. Return Landscape

If you would invest  917.00  in Franklin Floating Rate A Dis EUR H1 on November 12, 2018 and sell it today you would lose (24.00)  from holding Franklin Floating Rate A Dis EUR H1 or give up 2.62% of portfolio value over 30 days. Franklin Floating Rate A Dis EUR H1 is generating negative expected returns and assumes 0.7822% volatility on return distribution over the 30 days horizon. Simply put, 7% of equities are less volatile than Franklin Floating Rate A Dis EUR H1 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, Franklin Floating Rate A Dis EUR H1 is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.67 times less risky than the market. the firm trades about -0.67 of its potential returns per unit of risk. The DOW is currently generating roughly -0.05 of returns per unit of risk over similar time horizon.

Franklin Floating Current Valuation

Not valued
December 12, 2018
8.93
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Franklin Floating is Unknown risk asset. Franklin Floating Rate prevailing Real Value cannot be determined due to lack of data. The current price of Franklin Floating Rate is €8.93. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Franklin Floating Rate 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.

Franklin Floating Market Risk Analysis

Sharpe Ratio = -0.6731
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Franklin Floating Relative Performance Indicators

Estimated Market Risk
 0.78
  actual daily
 
 7 %
of total potential
 
7
Expected Return
 -0.53
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 -0.67
  actual daily
 
 0 %
of total potential
 
0
Based on monthly moving average Franklin Floating 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 Franklin Floating by adding it to a well-diversified portfolio.

Franklin Floating Performance Rating

Franklin Floating Rate A Dis EUR H1 Risk Adjusted Performance Analysis

0

Risk-Adjusted Fund Performance

Over the last 30 days Franklin Floating Rate A Dis EUR H1 has generated negative risk-adjusted returns adding no value to fund investors.

Franklin Floating Alerts

Equity Alerts and Improvement Suggestions

Franklin Floating is not yet fully synchronised with the market data
Franklin Floating generates negative expected return over the last 30 days
The fund retains about 87.2% of its assets under management (AUM) in fixed income securities
Additionally see Investing Opportunities. Please also try Bollinger Bands module to use bollinger bands indicator to analyze target price for a given investing horizon.
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