Baring High (Ireland) Manager Performance Evaluation

F0GBR04JQQ -- Ireland Fund  

EUR 8.85  0.02  0.23%

The organization shows Beta (market volatility) of -0.0067 which signifies that as returns on market increase, returns on owning Baring High are expected to decrease at a much smaller rate. During bear market, Baring High is likely to outperform the market.. Even though it is essential to pay attention to Baring High Yield historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy towards foreseeing 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. Baring High Yield Bond A EUR Hdgd exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Baring High Yield Relative Risk vs. Return Landscape

If you would invest  892.00  in Baring High Yield Bond A EUR Hdgd on September 22, 2018 and sell it today you would lose (7.00)  from holding Baring High Yield Bond A EUR Hdgd or give up 0.78% of portfolio value over 30 days. Baring High Yield Bond A EUR Hdgd is generating negative expected returns and assumes 0.4531% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than Baring High Yield Bond A EUR Hdgd 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, Baring High Yield Bond A EUR Hdgd is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 2.34 times less risky than the market. the firm trades about -0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.19 of returns per unit of risk over similar time horizon.

Baring High Current Valuation

Not valued
October 22, 2018
8.85
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Baring High is Unknown risk asset. Baring High Yield prevailing Real Value cannot be determined due to lack of data. The current price of Baring High Yield is €8.85. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Baring High Yield from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Baring High Market Risk Analysis

Sharpe Ratio = -0.5774
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Baring High Relative Performance Indicators

Estimated Market Risk
 0.45
  actual daily
 
 96 %
of total potential
  
Expected Return
 -0.26
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.58
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Baring High 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 Baring High by adding it to a well-diversified portfolio.

Baring High Performance Rating

Baring High Yield Bond A EUR Hdgd Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Baring High Yield Bond A EUR Hdgd has generated negative risk-adjusted returns adding no value to fund investors.

Baring High Alerts

Equity Alerts and Improvement Suggestions

Baring High Yield is not yet fully synchronised with the market data
Baring High Yield generates negative expected return over the last 30 days
The fund retains about 25.95% of its assets under management (AUM) in cash

Baring High Performance Indicators

Baring High Yield Basic Price Performance Measures

Annual Report Expense Ratio1.49%
Additionally see Investing Opportunities. Please also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
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