AXA Rosenberg (Ireland) Manager Performance Evaluation

F0GBR04TXL -- Ireland Fund  

EUR 26.67  1.06  3.82%

The organization owns Beta (Systematic Risk) of -0.0022 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  2,667  in AXA Rosenberg Glbl Sm Cp Alpha B EUR on January 19, 2019 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 and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

AXA Rosenberg Current Valuation

Not valued
February 18, 2019
Market Value
Real Value
Target Odds
Odds Odds
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 €26.67. 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
Good Returns
Average Returns
Small Returns
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


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
AXA Rosenberg Glbl generates negative expected return over the last 30 days
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%
Additionally see Investing Opportunities. Please also try World Markets Correlation module to find global opportunities by holding instruments from different markets.