Hermes Asia (Ireland) Manager Performance Evaluation

F00000VIC3 -- Ireland Fund  

EUR 2.84  0.02  0.70%

The fund retains Market Volatility (i.e. Beta) of 1.2011 which attests that as market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Hermes Asia will likely underperform.. Even though it is essential to pay attention to Hermes Asia Ex current price history, it is always good to be careful when utilizing equity current price movements. Macroaxis philosophy towards determining 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. Hermes Asia Ex exposes twenty-one different technical indicators which can help you to evaluate its performance.
 Time Horizon     30 Days    Login   to change

Hermes Asia Ex Relative Risk vs. Return Landscape

If you would invest  299.00  in Hermes Asia Ex Japan Equity C EUR Acc on June 20, 2018 and sell it today you would lose (15.00)  from holding Hermes Asia Ex Japan Equity C EUR Acc or give up 5.02% of portfolio value over 30 days. Hermes Asia Ex Japan Equity C EUR Acc is generating negative expected returns and assumes 2.3289% volatility on return distribution over the 30 days horizon. Simply put, 21% of equities are less volatile than Hermes Asia Ex Japan Equity C EUR 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, Hermes Asia Ex Japan Equity C EUR Acc is expected to under-perform the market. In addition to that, the company is 3.9 times more volatile than its market benchmark. It trades about -0.19 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.1 per unit of volatility.

Hermes Asia Current Valuation

Not valued
July 20, 2018
2.84
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Hermes Asia is Unknown risk asset. Hermes Asia Ex regular Real Value cannot be determined due to lack of data. The prevalent price of Hermes Asia Ex is €2.84. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Hermes Asia Ex from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together.

Hermes Asia Market Risk Analysis

Sharpe Ratio = -0.1897
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Hermes Asia Relative Performance Indicators

Estimated Market Risk
 2.33
  actual daily
 
 79 %
of total potential
  
Expected Return
 -0.44
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.19
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Hermes Asia 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 Hermes Asia by adding it to a well-diversified portfolio.

Performance Rating

Hermes Asia Ex Japan Equity C EUR Acc Risk Adjusted Performance Analysis
0 

Risk-Adjusted Fund Performance

Over the last 30 days Hermes Asia Ex Japan Equity C EUR Acc has generated negative risk-adjusted returns adding no value to fund investors.

Hermes Asia Alerts

Equity Alerts and Improvement Suggestions
Hermes Asia Ex generates negative expected return over the last 30 days
The fund retains about 8.05% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
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