Davy Ethical (Ireland) Manager Performance Evaluation

F00000W960 -- Ireland Fund  

EUR 214.16  0.01  0.0047%

The organization shows Beta (market volatility) of 0.1016 which denotes to the fact that as returns on market increase, Davy Ethical returns are expected to increase less than the market. However during bear market, the loss on holding Davy Ethical will be expected to be smaller as well.. Although it is extremely important to respect Davy Ethical Equity historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards predicting 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. By reviewing Davy Ethical Equity technical indicators you can presently evaluate if the expected return of 0.1866% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Davy Ethical Equity Relative Risk vs. Return Landscape

If you would invest  21,219  in Davy Ethical Equity A EUR Acc on June 23, 2018 and sell it today you would earn a total of  198.00  from holding Davy Ethical Equity A EUR Acc or generate 0.93% return on investment over 30 days. Davy Ethical Equity A EUR Acc is generating 0.1866% of daily returns and assumes 0.4147% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than Davy Ethical Equity A EUR Acc and 97% 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, Davy Ethical Equity A EUR Acc is expected to generate 0.81 times more return on investment than the market. However, the company is 1.23 times less risky than the market. It trades about 0.45 of its potential returns per unit of risk. The DOW is currently generating roughly 0.23 per unit of risk.

Davy Ethical Current Valuation

Not valued
July 23, 2018
214.16
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Davy Ethical is Unknown risk asset. Davy Ethical Equity prevailing Real Value cannot be determined due to lack of data. The current price of Davy Ethical Equity is €214.16. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Macroaxis essentially computes value of Davy Ethical Equity from reviewing the entity technical indicators and 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.

Davy Ethical Market Risk Analysis

Sharpe Ratio = 0.45
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Davy Ethical Relative Performance Indicators

Estimated Market Risk
 0.41
  actual daily
 
 97 %
of total potential
  
Expected Return
 0.19
  actual daily
 
 3 %
of total potential
  
Risk-Adjusted Return
 0.45
  actual daily
 
 29 %
of total potential
  
Based on monthly moving average Davy Ethical is performing at about 29% 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 Davy Ethical by adding it to a well-diversified portfolio.

Performance Rating

Davy Ethical Equity A EUR Acc Risk Adjusted Performance Analysis
29 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Davy Ethical Equity A EUR Acc are ranked lower than 29 (%) of all funds and portfolios of funds over the last 30 days.
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