Barclays (Ireland) Manager Performance Evaluation

IE0031654456 -- Ireland Fund  

GBp 139.00  0.00  0.00%

The organization shows Beta (market volatility) of 30.5785 which signifies that as market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Barclays will likely underperform.. 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.
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 November 19, 2018 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 UK Balanced B and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

Barclays Current Valuation

Not valued
December 19, 2018
Market Value
Real Value
Target Odds
Barclays is Unknown risk asset. Barclays UK Balanced prevailing Real Value cannot be determined due to lack of data. The current price of Barclays UK Balanced is p;139.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Barclays UK Balanced 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.

Barclays Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
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 Performance Rating

Barclays UK Balanced B Risk Adjusted Performance Analysis


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.

Barclays Alerts

Equity Alerts and Improvement Suggestions

Barclays UK Balanced is not yet fully synchronised with the market data
Barclays UK Balanced generates negative expected return over the last 30 days
The fund retains about 8.49% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. macroaxis watchlist is based on self-learning algorithm to remember stocks you like.