Lindsell Train (Ireland) Manager Performance Evaluation

F0GBR04FKP -- Ireland Fund  

JPY 493.86  19.93  3.88%

The fund secures Beta (Market Risk) of 0.0 which conveys that the returns on MARKET and Lindsell Train are completely uncorrelated. Although it is vital to follow to Lindsell Train Japanese price patterns, it is good to be conservative about what you can actually do with the information regarding equity historical price patterns. Macroaxis philosophy towards estimating future performance of any fund is to look not only at its past charts but also at the business as a whole, including all fundamental and technical indicators. To evaluate if Lindsell Train expected return of 1.0089 will be sustainable into the future, we have found twenty-one different technical indicators which can help you to check if the expected returns are sustainable.
Horizon     30 Days    Login   to change

Lindsell Train Japanese Relative Risk vs. Return Landscape

If you would invest  49,386  in Lindsell Train Japanese Eq A Yen on August 23, 2018 and sell it today you would earn a total of  1,993  from holding Lindsell Train Japanese Eq A Yen or generate 4.04% return on investment over 30 days. Lindsell Train Japanese Eq A Yen is generating 1.0089% of daily returns and assumes 2.0178% volatility on return distribution over the 30 days horizon. Simply put, 18% of equities are less volatile than Lindsell Train Japanese Eq A Yen and 81% 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, Lindsell Train Japanese Eq A Yen is expected to generate 4.46 times more return on investment than the market. However, the company is 4.46 times more volatile than its market benchmark. It trades about 0.5 of its potential returns per unit of risk. The DOW is currently generating roughly 0.44 per unit of risk.

Lindsell Train Current Valuation

Not valued
September 22, 2018
493.86
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Lindsell Train is Unknown risk asset. Lindsell Train Japanese last-minute Real Value cannot be determined due to lack of data. The latest price of Lindsell Train Japanese is ¥493.86. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Lindsell Train Japanese 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.

Lindsell Train Market Risk Analysis

Sharpe Ratio = 0.5
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Lindsell Train Relative Performance Indicators

Estimated Market Risk
 2.02
  actual daily
 
 82 %
of total potential
  
Expected Return
 1.01
  actual daily
 
 19 %
of total potential
  
Risk-Adjusted Return
 0.5
  actual daily
 
 33 %
of total potential
  
Based on monthly moving average Lindsell Train is performing at about 33% 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 Lindsell Train by adding it to a well-diversified portfolio.

Lindsell Train Performance Rating

Lindsell Train Japanese Eq A Yen Risk Adjusted Performance Analysis

33 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Lindsell Train Japanese Eq A Yen are ranked lower than 33 (%) of all funds and portfolios of funds over the last 30 days.

Lindsell Train Alerts

Equity Alerts and Improvement Suggestions

The fund retains about 5.46% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Headlines Timeline module to stay connected to all market stories and filter out noise. drill down to analyze hype elasticity.
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