Harding Loevner (Ireland) Manager Performance Evaluation

F00000WZ4K -- Ireland Fund  

SGD 1.48  0.01  0.68%

The fund retains Market Volatility (i.e. Beta) of -0.901 which attests that . Although it is extremely important to respect Harding Loevner Global current price history, it is better to be realistic regarding the information on equity current price movements. The philosophy towards determining 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 evaluating Harding Loevner Global technical indicators you can presently evaluate if the expected return of 9.0E-4% will be sustainable into the future.
Horizon     30 Days    Login   to change

Harding Loevner Global Relative Risk vs. Return Landscape

If you would invest  148.00  in Harding Loevner Global Equity SGD M on August 23, 2018 and sell it today you would earn a total of  0.00  from holding Harding Loevner Global Equity SGD M or generate 0.0% return on investment over 30 days. Harding Loevner Global Equity SGD M is generating 9.0E-4% of daily returns and assumes 0.4794% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than Harding Loevner Global Equity SGD M 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, Harding Loevner Global Equity SGD M is expected to generate 210.67 times less return on investment than the market. In addition to that, the company is 1.08 times more volatile than its market benchmark. It trades about 0.0 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.43 per unit of volatility.

Harding Loevner Current Valuation

Not valued
September 22, 2018
Market Value
Real Value
Target Odds
Harding Loevner is Unknown risk asset. Harding Loevner Global regular Real Value cannot be determined due to lack of data. The prevalent price of Harding Loevner Global is S$1.48. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Harding Loevner Global 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.

Harding Loevner Market Risk Analysis

Sharpe Ratio = 0.0019
Good Returns
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Negative ReturnsF00000WZ4K

Harding Loevner Relative Performance Indicators

Estimated Market Risk
  actual daily
 96 %
of total potential
Expected Return
  actual daily
 1 %
of total potential
Risk-Adjusted Return
  actual daily
 1 %
of total potential
Based on monthly moving average Harding Loevner 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 Harding Loevner by adding it to a well-diversified portfolio.

Harding Loevner Performance Rating

Harding Loevner Global Equity SGD M Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Harding Loevner Global Equity SGD M has generated negative risk-adjusted returns adding no value to fund investors.

Harding Loevner Alerts

Equity Alerts and Improvement Suggestions

Harding Loevner may become a speculative penny stock
The fund retains 97.31% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Transaction History module to view history of all your transactions and understand their impact on performance.
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