Barclays (Ireland) Manager Performance Evaluation

IE0031654456 -- Ireland Fund  

GBp 139.00  0.00  0.00%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and Barclays are completely uncorrelated. Although it is extremely important to respect Barclays UK Balanced 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 Barclays UK Balanced technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days Barclays UK Balanced B has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Barclays is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Horizon     30 Days    Login   to change

Barclays UK Balanced Relative Risk vs. Return Landscape

If you would invest  13,900  in Barclays UK Balanced B on May 25, 2019 and sell it today you would earn a total of  0.00  from holding Barclays UK Balanced B or generate 0.0% return on investment over 30 days. Barclays UK Balanced B 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 Barclays and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Barclays Market Risk Analysis

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

Barclays Alerts

Equity Alerts and Improvement Suggestions

Barclays UK Balanced is not yet fully synchronised with the market data
The fund retains about 8.49% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..