Shenkman Finsbury (Ireland) Manager Performance Evaluation

F00000WWWO -- Ireland Fund  

 81,554  1,318  1.59%

The entity has beta of 69.6273 which indicates as market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Shenkman Finsbury will likely underperform.. Even though it is essential to pay attention to Shenkman Finsbury Glb current price movements, it is always good to be careful when utilizing equity historical returns. Macroaxis philosophy towards measuring 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. Shenkman Finsbury Glb Convert Bd A Acc exposes twenty different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Shenkman Finsbury Glb Relative Risk vs. Return Landscape

If you would invest  8,296,500  in Shenkman Finsbury Glb Convert Bd A Acc on September 20, 2018 and sell it today you would lose (141,100)  from holding Shenkman Finsbury Glb Convert Bd A Acc or give up 1.7% of portfolio value over 30 days. Shenkman Finsbury Glb Convert Bd A Acc is generating negative expected returns and assumes 0.7961% volatility on return distribution over the 30 days horizon. Simply put, 7% of equities are less volatile than Shenkman Finsbury Glb Convert Bd A 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, Shenkman Finsbury Glb Convert Bd A 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 1.37 times less risky than the market. the firm trades about -0.36 of its potential returns per unit of risk. The DOW is currently generating roughly -0.15 of returns per unit of risk over similar time horizon.

Shenkman Finsbury Market Risk Analysis

Sharpe Ratio = -0.3553
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Shenkman Finsbury Relative Performance Indicators

Estimated Market Risk
 0.8
  actual daily
 
 93 %
of total potential
  
Expected Return
 -0.28
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.36
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Shenkman Finsbury 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 Shenkman Finsbury by adding it to a well-diversified portfolio.

Shenkman Finsbury Performance Rating

Shenkman Finsbury Glb Convert Bd A Acc Risk Adjusted Performance Analysis

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Risk-Adjusted Fund Performance

Over the last 30 days Shenkman Finsbury Glb Convert Bd A Acc has generated negative risk-adjusted returns adding no value to fund investors.

Shenkman Finsbury Alerts

Equity Alerts and Improvement Suggestions

Shenkman Finsbury is not yet fully synchronised with the market data
Shenkman Finsbury generates negative expected return over the last 30 days
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