Davy UK (Ireland) Manager Performance Evaluation

F00000WBDT -- Ireland Fund  

GBp 11,205  6.00  0.05%

The organization shows Beta (market volatility) of -0.0574 which denotes to the fact that as returns on market increase, returns on owning Davy UK are expected to decrease at a much smaller rate. During bear market, Davy UK is likely to outperform the market.. Although it is extremely important to respect Davy UK GPS 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 UK GPS technical indicators you can presently evaluate if the expected return of 0.1005% will be sustainable into the future.
Horizon     30 Days    Login   to change

Davy UK GPS Relative Risk vs. Return Landscape

If you would invest  1,113,900  in Davy UK GPS Cautious Growth A GBP Acc on September 17, 2018 and sell it today you would earn a total of  6,600  from holding Davy UK GPS Cautious Growth A GBP Acc or generate 0.59% return on investment over 30 days. Davy UK GPS Cautious Growth A GBP Acc is generating 0.1005% of daily returns and assumes 0.6872% volatility on return distribution over the 30 days horizon. Simply put, 6% of equities are less volatile than Davy UK GPS Cautious Growth A GBP 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, Davy UK GPS Cautious Growth A GBP Acc is expected to generate 0.65 times more return on investment than the market. However, the company is 1.54 times less risky than the market. It trades about 0.15 of its potential returns per unit of risk. The DOW is currently generating roughly -0.05 per unit of risk.

Davy UK Current Valuation

Not valued
October 17, 2018
11,205
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Davy UK is Unknown risk asset. Davy UK GPS prevailing Real Value cannot be determined due to lack of data. The current price of Davy UK GPS is p;11205.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Davy UK GPS from reviewing fund fundamentals and technical indicators as well as its 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 UK Market Risk Analysis

Sharpe Ratio = 0.1462
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Davy UK Relative Performance Indicators

Estimated Market Risk
 0.69
  actual daily
 
 94 %
of total potential
  
Expected Return
 0.1
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.15
  actual daily
 
 9 %
of total potential
  
Based on monthly moving average Davy UK is performing at about 9% 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 UK by adding it to a well-diversified portfolio.

Davy UK Performance Rating

Davy UK GPS Cautious Growth A GBP Acc Risk Adjusted Performance Analysis

9 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Davy UK GPS Cautious Growth A GBP Acc are ranked lower than 9 (%) of all funds and portfolios of funds over the last 30 days.

Davy UK Alerts

Equity Alerts and Improvement Suggestions

Davy UK GPS is not yet fully synchronised with the market data
The fund retains all of the assets under management (AUM) in different types of exotic instruments

Davy UK Performance Indicators

Davy UK GPS Basic Price Performance Measures

Annual Report Expense Ratio0.00%
Additionally see Investing Opportunities. Please also try Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
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