Iridian U (Ireland) Manager Performance Evaluation

F00000VIPX -- Ireland Fund  

GBp 13,830  449.00  3.14%

The fund retains Market Volatility (i.e. Beta) of -0.0681 which attests that as returns on market increase, returns on owning Iridian U are expected to decrease at a much smaller rate. During bear market, Iridian U is likely to outperform the market.. Although it is vital to follow to Iridian U S current price history, it is good to be conservative about what you can actually do with the information regarding equity current price movements. The philosophy towards determining 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. We have found twenty-one technical indicators for Iridian U S which you can use to evaluate performance of the entity.
Horizon     30 Days    Login   to change

Iridian U S Relative Risk vs. Return Landscape

If you would invest  1,346,700  in Iridian U S Equity I GBP on August 25, 2018 and sell it today you would earn a total of  36,300  from holding Iridian U S Equity I GBP or generate 2.7% return on investment over 30 days. Iridian U S Equity I GBP is generating 0.7213% of daily returns and assumes 3.8368% volatility on return distribution over the 30 days horizon. Simply put, 34% of equities are less volatile than Iridian U S Equity I GBP and 87% 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, Iridian U S Equity I GBP is expected to generate 8.92 times more return on investment than the market. However, the company is 8.92 times more volatile than its market benchmark. It trades about 0.19 of its potential returns per unit of risk. The DOW is currently generating roughly 0.24 per unit of risk.

Iridian U Current Valuation

Not valued
September 24, 2018
13,830
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Iridian U is Unknown risk asset. Iridian U S regular Real Value cannot be determined due to lack of data. The prevalent price of Iridian U S is p;13830.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Iridian U S 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.

Iridian U Market Risk Analysis

Sharpe Ratio = 0.188
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Iridian U Relative Performance Indicators

Estimated Market Risk
 3.84
  actual daily
 
 66 %
of total potential
  
Expected Return
 0.72
  actual daily
 
 13 %
of total potential
  
Risk-Adjusted Return
 0.19
  actual daily
 
 12 %
of total potential
  
Based on monthly moving average Iridian U is performing at about 12% 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 Iridian U by adding it to a well-diversified portfolio.

Iridian U Performance Rating

Iridian U S Equity I GBP Risk Adjusted Performance Analysis

12 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Iridian U S Equity I GBP are ranked lower than 12 (%) of all funds and portfolios of funds over the last 30 days.

Iridian U Alerts

Equity Alerts and Improvement Suggestions

Iridian U S appears to be very risky and stock price may revert if volatility continues
The fund retains 97.12% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Fundamentals Matrix module to view fundamentals matrix and analyze how accounts are interrelated and interconnected with each other.
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