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 LandscapeIf 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 (%)
Barclays Current Valuation
December 19, 2018
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
Risk-Adjusted Fund PerformanceOver the last 30 days Barclays UK Balanced B has generated negative risk-adjusted returns adding no value to fund investors.