Merrion Balanced (Ireland) Manager Performance Evaluation

The fund secures Beta (Market Risk) of 0.0 which conveys that the returns on MARKET and Merrion Balanced are completely uncorrelated. Although it is extremely important to respect Merrion Balanced price patterns, it is better to be realistic regarding the information on equity historical price patterns. The philosophy towards estimating 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 Merrion 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 Merrion Balanced has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound fundamental drivers, Merrion Balanced is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
Fifty Two Week Low1.5113
Fifty Two Week High1.5113
Annual Report Expense Ratio2.21%
Horizon     30 Days    Login   to change

Merrion Balanced Relative Risk vs. Return Landscape

If you would invest (100.00)  in Merrion Balanced on June 20, 2019 and sell it today you would earn a total of  100.00  from holding Merrion Balanced or generate -100.0% return on investment over 30 days. Merrion Balanced 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 Merrion Balanced and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

Merrion Balanced Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average Merrion Balanced 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 Merrion Balanced by adding it to a well-diversified portfolio.

Merrion Balanced Alerts

Equity Alerts and Improvement Suggestions

Merrion Balanced is not yet fully synchronised with the market data
Merrion Balanced has some characteristics of a very speculative penny stock
The fund retains about 11.94% of its assets under management (AUM) in cash
See also Risk vs Return Analysis. Please also try Chance of Distress module to get analysis of equity chance of financial distress in the next 2 years.