Iridian U (Ireland) Manager Performance Evaluation

F00000VIPX -- Ireland Fund  

GBp 14,200  76.00  0.54%

The fund retains Market Volatility (i.e. Beta) of 0.2552 which attests that as returns on market increase, Iridian U returns are expected to increase less than the market. However during bear market, the loss on holding Iridian U will be expected to be smaller as well.. Even though it is essential to pay attention to Iridian U S 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. Iridian U S exposes twenty-one different technical indicators which can help you to evaluate its performance.
 Time Horizon     30 Days    Login   to change

Iridian U S Relative Risk vs. Return Landscape

If you would invest  1,445,800  in Iridian U S Equity I GBP on June 17, 2018 and sell it today you would lose (25,800)  from holding Iridian U S Equity I GBP or give up 1.78% of portfolio value over 30 days. Iridian U S Equity I GBP is generating negative expected returns and assumes 1.4921% volatility on return distribution over the 30 days horizon. Simply put, 13% of equities are less volatile than Iridian U S Equity I GBP 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, Iridian U S Equity I GBP is expected to under-perform the market. In addition to that, the company is 2.34 times more volatile than its market benchmark. It trades about -0.14 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.02 per unit of volatility.

Iridian U Current Valuation

Not valued
July 17, 2018
14,200
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;14200.0. 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 = -0.1442
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsF00000VIPX

Iridian U Relative Performance Indicators

Estimated Market Risk
 1.49
  actual daily
 
 87 %
of total potential
  
Expected Return
 -0.22
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.14
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Iridian U 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 Iridian U by adding it to a well-diversified portfolio.

Performance Rating

Iridian U S Equity I GBP Risk Adjusted Performance Analysis
0 

Risk-Adjusted Fund Performance

Over the last 30 days Iridian U S Equity I GBP has generated negative risk-adjusted returns adding no value to fund investors.

Iridian U Alerts

Equity Alerts and Improvement Suggestions
Iridian U S generates negative expected return over the last 30 days
The fund retains 97.12% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..