Baring US (Ireland) Manager Performance Evaluation

IE0000830459 -- Ireland Fund  

USD 25.77  0.001  0.0039%

The organization shows Beta (market volatility) of 0.0023 which signifies that as returns on market increase, Baring US returns are expected to increase less than the market. However during bear market, the loss on holding Baring US will be expected to be smaller as well. 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 0.0056% will be sustainable into the future.
Horizon     30 Days    Login   to change

Baring US Reserve Relative Risk vs. Return Landscape

If you would invest  2,572  in Baring US Reserve A USD on February 19, 2019 and sell it today you would earn a total of  5.20  from holding Baring US Reserve A USD or generate 0.2% return on investment over 30 days. Baring US Reserve A USD is generating 0.0056% of daily returns and assumes 0.0407% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Baring US 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 is expected to generate 23.66 times less return on investment than the market. But when comparing it to its historical volatility, the company is 15.61 times less risky than the market. It trades about 0.14 of its potential returns per unit of risk. The DOW is currently generating roughly 0.21 of returns per unit of risk over similar time horizon.

Baring US Current Valuation

Not valued
March 21, 2019
25.77
Market Value
0.00
Real Value
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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 $25.77. 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 = 0.1384
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IE0000830459
Based on monthly moving average Baring US is performing at about 9% 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

9

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Baring US Reserve A USD are ranked lower than 9 (%) of all funds and portfolios of funds over the last 30 days.

Baring US Alerts

Equity Alerts and Improvement Suggestions

Baring US Reserve is not yet fully synchronised with the market data
Baring US Reserve generated five year return of -1.0%
This fund retains about 65.18% of its assets under management (AUM) in cash

Baring US Performance Indicators

Baring US Reserve Basic Price Performance Measures

Fifty Two Week Low25.70
Fifty Two Week High25.77
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