|F0GBR060S8 -- Ireland Fund|| |
USD 64.12 0.16 0.25%
The organization shows Beta (market volatility) of 0.0 which denotes to the fact that the returns on MARKET and First State are completely uncorrelated. Although it is extremely important to respect First State Indian
historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards predicting 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 reviewing First State Indian technical indicators
you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
First State Indian Relative Risk vs. Return Landscape
If you would invest 6,473
in First State Indian Subcontinent II on July 17, 2018
and sell it today you would earn a total of 0.00
from holding First State Indian Subcontinent II or generate 0.0%
return on investment over 30
days. First State Indian Subcontinent II 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 First State Indian Subcontinent II and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
First State Current Valuation
August 16, 2018
First State Market Risk Analysis
Sharpe Ratio = 0.0
Based on monthly moving average First State 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 First State
by adding it to a well-diversified
Risk-Adjusted Fund Performance
Over the last 30 days First State Indian Subcontinent II has generated negative risk-adjusted returns adding no value to fund investors.
|The fund retains about 8.41% of its assets under management (AUM) in cash|