Baring US (Ireland) Manager Performance Evaluation

IE0000830459 -- Ireland Fund  

USD 25.57  0.02  0.08%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and Baring US are completely uncorrelated. Although it is extremely important to respect Baring US Reserve historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy 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 analyzing Baring US Reserve technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Baring US Reserve Relative Risk vs. Return Landscape

If you would invest  2,557  in Baring US Reserve A USD on August 24, 2018 and sell it today you would earn a total of  0.00  from holding Baring US Reserve A USD or generate 0.0% return on investment over 30 days. Baring US Reserve A USD is generating negative expected returns and assumes 0.0639% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Baring US Reserve A USD 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 US Reserve A USD is not expected to generate positive returns. However, the company is 7.02 times less risky than the market. It waists most of its returns potential to compensate for thr risk taken. The DOW is generating roughly 0.39 per unit of risk.

Baring US Current Valuation

Not valued
September 23, 2018
25.57
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Baring US is Unknown risk asset. Baring US Reserve prevailing Real Value cannot be determined due to lack of data. The current price of Baring US Reserve is $25.57. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Baring US Reserve 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 US Market Risk Analysis

Sharpe Ratio = 0.0
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IE0000830459
Based on monthly moving average Baring US 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 US by adding it to a well-diversified portfolio.

Baring US Performance Rating

Baring US Reserve A USD Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Baring US Reserve A USD has generated negative risk-adjusted returns adding no value to fund investors.

Baring US Alerts

Equity Alerts and Improvement Suggestions

Baring US Reserve generates negative expected return over the last 30 days
Baring US Reserve A USD generated five year return of -1.0%
This fund retains about 83.94% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Fund Screener module to find activelly-traded funds from around the world traded on over 30 global exchanges.
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