Perkins US (Ireland) Manager Performance Evaluation

F0GBR04CLQ -- Ireland Fund  

USD 23.05  0.40  1.71%

The fund holds Beta of -0.0159 which implies as returns on market increase, returns on owning Perkins US are expected to decrease at a much smaller rate. During bear market, Perkins US is likely to outperform the market. Although it is extremely important to respect Perkins US Strategic current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting 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 analyzing Perkins US Strategic technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Perkins US Strategic Relative Risk vs. Return Landscape

If you would invest  2,305  in Perkins US Strategic Value A USD Acc on January 22, 2019 and sell it today you would earn a total of  0.00  from holding Perkins US Strategic Value A USD Acc or generate 0.0% return on investment over 30 days. Perkins US Strategic Value A USD Acc is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Perkins US and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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Perkins US Current Valuation

Not valued
February 21, 2019
Market Value
Real Value
Target Odds
Odds Odds
Perkins US is Unknown risk asset. Perkins US Strategic recent Real Value cannot be determined due to lack of data. The prevailing price of Perkins US Strategic is $23.05. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Perkins US Strategic from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together.

Perkins US Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
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Based on monthly moving average Perkins US 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 Perkins US by adding it to a well-diversified portfolio.

Perkins US Performance Rating

Perkins US Strategic Value A USD Acc Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Perkins US Strategic Value A USD Acc has generated negative risk-adjusted returns adding no value to fund investors.

Perkins US Alerts

Equity Alerts and Improvement Suggestions

Perkins US Strategic is not yet fully synchronised with the market data
The fund retains about 6.02% of its assets under management (AUM) in cash

Perkins US Performance Indicators

Perkins US Strategic Basic Price Performance Measures

Annual Report Expense Ratio2.50%
Additionally see Investing Opportunities. Please also try Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.