First State (Ireland) Manager Performance Evaluation

F0GBR060S8 -- Ireland Fund  

USD 59.79  0.20  0.33%

The organization shows Beta (market volatility) of -0.0369 which denotes to the fact that as returns on market increase, returns on owning First State are expected to decrease at a much smaller rate. During bear market, First State is likely to outperform the market.. Although it is essential to pay attention to First State Indian historical returns, it is also good to be reasonable about what you can actually do with equity current trending patterns. Macroaxis philosophy towards predicting future performance of any fund is to look not only at its past charts but also at the business as a whole, including all available fundamental and technical indicators. To evaluate if First State Indian Subcontinent II expected return of 2.322 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

First State Indian Relative Risk vs. Return Landscape

If you would invest  5,490  in First State Indian Subcontinent II on November 16, 2018 and sell it today you would earn a total of  509.00  from holding First State Indian Subcontinent II or generate 9.27% return on investment over 30 days. First State Indian Subcontinent II is generating 2.322% of daily returns and assumes 4.761% volatility on return distribution over the 30 days horizon. Simply put, 43% of equities are less volatile than First State Indian Subcontinent II and 57% 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, First State Indian Subcontinent II is expected to generate 3.69 times more return on investment than the market. However, the company is 3.69 times more volatile than its market benchmark. It trades about 0.49 of its potential returns per unit of risk. The DOW is currently generating roughly -0.11 per unit of risk.

First State Current Valuation

Not valued
December 16, 2018
59.79
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
First State is Unknown risk asset. First State Indian prevailing Real Value cannot be determined due to lack of data. The current price of First State Indian is $59.79. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of First State Indian from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

First State Market Risk Analysis

Sharpe Ratio = 0.4877
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First State Relative Performance Indicators

Estimated Market Risk
 4.76
  actual daily
 
 43 %
of total potential
 
43
Expected Return
 2.32
  actual daily
 
 43 %
of total potential
 
43
Risk-Adjusted Return
 0.49
  actual daily
 
 32 %
of total potential
 
32
Based on monthly moving average First State is performing at about 32% 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 portfolio.

First State Performance Rating

First State Indian Subcontinent II Risk Adjusted Performance Analysis

32

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in First State Indian Subcontinent II are ranked lower than 32 (%) of all funds and portfolios of funds over the last 30 days.

First State Alerts

Equity Alerts and Improvement Suggestions

First State Indian is not yet fully synchronised with the market data
First State Indian appears to be very risky and stock price may revert if volatility continues
The fund retains about 8.41% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Commodity Channel Index module to use commodity channel index to analyze current equity momentum.
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