AXA Rosenberg (Ireland) Manager Performance Evaluation

F0GBR04TXL -- Ireland Fund  

EUR 32.99  0.28  0.84%

The organization owns Beta (Systematic Risk) of -0.0037 which signifies that as returns on market increase, returns on owning AXA Rosenberg are expected to decrease at a much smaller rate. During bear market, AXA Rosenberg is likely to outperform the market.. Although it is extremely important to respect AXA Rosenberg Glbl existing price patterns, it is better to be realistic regarding the information on equity price patterns. The approach towards foreseeing 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 inspecting AXA Rosenberg Glbl technical indicators you can today evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

AXA Rosenberg Glbl Relative Risk vs. Return Landscape

If you would invest  3,299  in AXA Rosenberg Glbl Sm Cp Alpha B EUR on October 18, 2018 and sell it today you would earn a total of  0.00  from holding AXA Rosenberg Glbl Sm Cp Alpha B EUR or generate 0.0% return on investment over 30 days. AXA Rosenberg Glbl Sm Cp Alpha B EUR 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 AXA Rosenberg Glbl Sm Cp Alpha B EUR and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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AXA Rosenberg Current Valuation

Not valued
November 17, 2018
32.99
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
AXA Rosenberg is Unknown risk asset. AXA Rosenberg Glbl latest Real Value cannot be determined due to lack of data. The recent price of AXA Rosenberg Glbl is €32.99. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of AXA Rosenberg Glbl from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to invest in undervalued equities and to trade away overvalued equities since in the future instruments prices and their ongoing real values will grow together.

AXA Rosenberg Market Risk Analysis

Sharpe Ratio = 0.0
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F0GBR04TXL
Based on monthly moving average AXA Rosenberg 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 AXA Rosenberg by adding it to a well-diversified portfolio.

AXA Rosenberg Performance Rating

AXA Rosenberg Glbl Sm Cp Alpha B EUR Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days AXA Rosenberg Glbl Sm Cp Alpha B EUR has generated negative risk-adjusted returns adding no value to fund investors.

AXA Rosenberg Alerts

Equity Alerts and Improvement Suggestions

AXA Rosenberg Glbl is not yet fully synchronised with the market data
The fund retains 98.1% of its assets under management (AUM) in equities

AXA Rosenberg Performance Indicators

AXA Rosenberg Glbl Basic Price Performance Measures

Annual Report Expense Ratio1.63%
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