Perkins US (Ireland) Manager Performance Evaluation

F0GBR04CLQ -- Ireland Fund  

USD 27.37  0.22  0.81%

The fund holds Beta of 0.0338 which implies as returns on market increase, Perkins US returns are expected to increase less than the market. However during bear market, the loss on holding Perkins US will be expected to be smaller as well.. 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 0.2463% will be sustainable into the future.
Horizon     30 Days    Login   to change

Perkins US Strategic Relative Risk vs. Return Landscape

If you would invest  2,697  in Perkins US Strategic Value A USD Acc on August 24, 2018 and sell it today you would earn a total of  40.00  from holding Perkins US Strategic Value A USD Acc or generate 1.48% return on investment over 30 days. Perkins US Strategic Value A USD Acc is generating 0.2463% of daily returns and assumes 0.3842% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than Perkins US Strategic Value A USD Acc and 96% 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, Perkins US Strategic Value A USD Acc is expected to generate 0.86 times more return on investment than the market. However, the company is 1.17 times less risky than the market. It trades about 0.64 of its potential returns per unit of risk. The DOW is currently generating roughly 0.39 per unit of risk.

Perkins US Current Valuation

Not valued
September 23, 2018
27.37
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
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 $27.37. 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 = 0.641
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Perkins US Relative Performance Indicators

Estimated Market Risk
 0.38
  actual daily
 
 97 %
of total potential
  
Expected Return
 0.25
  actual daily
 
 4 %
of total potential
  
Risk-Adjusted Return
 0.64
  actual daily
 
 42 %
of total potential
  
Based on monthly moving average Perkins US is performing at about 42% 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

42 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Perkins US Strategic Value A USD Acc are ranked lower than 42 (%) of all funds and portfolios of funds over the last 30 days.

Perkins US Alerts

Equity Alerts and Improvement Suggestions

The fund retains about 6.02% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Piotroski F Score module to get piotroski f score based on binary analysis strategy of nine different fundamentals.
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