Conseq Invest (Ireland) Manager Performance Evaluation

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and Conseq Invest are completely uncorrelated. Although it is extremely important to respect Conseq Invest Conser 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 Conseq Invest Conser 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

Conseq Invest Conser Relative Risk vs. Return Landscape

If you would invest  0.00  in Conseq Invest Conservative Bond Fund D on September 20, 2018 and sell it today you would earn a total of  0.00  from holding Conseq Invest Conservative Bond Fund D or generate 0.0% return on investment over 30 days. Conseq Invest Conservative Bond Fund D 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 Conseq Invest Conservative Bond Fund D and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Conseq Invest Market Risk Analysis

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

Conseq Invest Performance Rating

Conseq Invest Conservative Bond Fund D Risk Adjusted Performance Analysis

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Risk-Adjusted Fund Performance

Over the last 30 days Conseq Invest Conservative Bond Fund D has generated negative risk-adjusted returns adding no value to fund investors.

Conseq Invest Alerts

Equity Alerts and Improvement Suggestions

Conseq Invest Conser is not yet fully synchronised with the market data
Conseq Invest Conser has some characteristics of a very speculative penny stock
Conseq Invest Conservative Bond Fund D has annual holdings turnover of about 183.87% suggesting active trading
This fund retains roughly 25.1% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.
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