Polar Capital (Ireland) Manager Performance Evaluation

F00000W1L3 -- Ireland Fund  

GBp 1,035  6.00  0.58%

The fund holds Beta of -0.2361 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.. Even though it is essential to pay attention to Polar Capital European current trending patterns, it is always good to be careful when utilizing equity existing price patterns. Macroaxis philosophy towards forecasting 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. Polar Capital European exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Polar Capital European Relative Risk vs. Return Landscape

If you would invest  104,300  in Polar Capital European Ex UK Inc S Acc on September 17, 2018 and sell it today you would lose (800.00)  from holding Polar Capital European Ex UK Inc S Acc or give up 0.77% of portfolio value over 30 days. Polar Capital European Ex UK Inc S Acc is generating negative expected returns and assumes 0.4428% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than Polar Capital European Ex UK Inc S 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, Polar Capital European Ex UK Inc S Acc is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 2.39 times less risky than the market. the firm trades about -0.58 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.

Polar Capital Current Valuation

Not valued
October 17, 2018
1,035
Market Value
0.00
Real Value
Target 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 p;1035.0. 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
 0.44
  actual daily
 
 97 %
of total potential
  
Expected Return
 -0.26
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.58
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Polar Capital 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 Polar Capital by adding it to a well-diversified portfolio.

Polar Capital Performance Rating

Polar Capital European Ex UK Inc S Acc Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Polar Capital European Ex UK Inc S Acc has generated negative risk-adjusted returns adding no value to fund investors.

Polar Capital Alerts

Equity Alerts and Improvement Suggestions

Polar Capital is not yet fully synchronised with the market data
Polar Capital generates negative expected return over the last 30 days
The fund retains 99.83% of its assets under management (AUM) in equities

Polar Capital Performance Indicators

Polar Capital European Basic Price Performance Measures

Annual Report Expense Ratio0.00%
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