Mediolanum (Ireland) Manager Performance Evaluation

F00000WZA2 -- Ireland Fund  

EUR 5.09  0.02  0.39%

The fund secures Beta (Market Risk) of 0.1337 which conveys that as returns on market increase, Mediolanum returns are expected to increase less than the market. However during bear market, the loss on holding Mediolanum will be expected to be smaller as well.. Even though it is essential to pay attention to Mediolanum BB US price patterns, it is always good to be careful when utilizing equity historical price patterns. Macroaxis philosophy towards estimating 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. Mediolanum exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Mediolanum BB US Relative Risk vs. Return Landscape

If you would invest  512.00  in Mediolanum BB US Coupon Strgy Collct LB on August 23, 2018 and sell it today you would lose (3.00)  from holding Mediolanum BB US Coupon Strgy Collct LB or give up 0.59% of portfolio value over 30 days. Mediolanum BB US Coupon Strgy Collct LB is generating negative expected returns and assumes 0.293% volatility on return distribution over the 30 days horizon. Simply put, 2% of equities are less volatile than Mediolanum BB US Coupon Strgy Collct LB 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, Mediolanum BB US Coupon Strgy Collct LB is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.55 times less risky than the market. the firm trades about -0.5 of its potential returns per unit of risk. The DOW is currently generating roughly 0.44 of returns per unit of risk over similar time horizon.

Mediolanum Current Valuation

Not valued
September 22, 2018
Market Value
Real Value
Target Odds
Mediolanum is Unknown risk asset. Mediolanum BB US last-minute Real Value cannot be determined due to lack of data. The latest price of Mediolanum BB US is €5.09. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Mediolanum BB US from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Mediolanum Market Risk Analysis

Sharpe Ratio = -0.5
Good Returns
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Negative ReturnsF00000WZA2

Mediolanum Relative Performance Indicators

Estimated Market Risk
  actual daily
 98 %
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 Mediolanum 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 Mediolanum by adding it to a well-diversified portfolio.

Mediolanum Performance Rating

Mediolanum BB US Coupon Strgy Collct LB Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Mediolanum BB US Coupon Strgy Collct LB has generated negative risk-adjusted returns adding no value to fund investors.

Mediolanum Alerts

Equity Alerts and Improvement Suggestions

Mediolanum BB US generates negative expected return over the last 30 days
The fund retains all of the assets under management (AUM) in different types of exotic instruments
Additionally see Investing Opportunities. Please also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.