Merrion Balanced (Ireland) Manager Performance Evaluation

IE00B1FQCH09 -- Ireland Fund  

EUR 1.30  0.04  2.99%

The fund secures Beta (Market Risk) of -0.0052 which conveys that as returns on market increase, returns on owning Merrion Balanced are expected to decrease at a much smaller rate. During bear market, Merrion Balanced is likely to outperform the market. . Even though it is essential to pay attention to Merrion Balanced price patterns, it is always good to be careful when utilizing equity historical price patterns. Macroaxis philosophy towards estimating future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Merrion Balanced exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Merrion Balanced Relative Risk vs. Return Landscape

If you would invest  139.00  in Merrion Balanced on December 18, 2018 and sell it today you would lose (9.00)  from holding Merrion Balanced or give up 6.47% of portfolio value over 30 days. Merrion Balanced is generating negative expected returns and assumes 1.7102% volatility on return distribution over the 30 days horizon. Simply put, 15% 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 (%) 
Assuming 30 trading days horizon, Merrion Balanced is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.2 times less risky than the market. the firm trades about -0.55 of its potential returns per unit of risk. The DOW is currently generating roughly -0.03 of returns per unit of risk over similar time horizon.

Merrion Balanced Current Valuation

Not valued
January 17, 2019
Market Value
Real Value
Target Odds
Odds Odds
Merrion Balanced is Unknown risk asset. Merrion Balanced last-minute Real Value cannot be determined due to lack of data. The latest price of Merrion Balanced is €1.3. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Merrion Balanced from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Merrion Balanced Market Risk Analysis

Sharpe Ratio = -0.549
Good Returns
Average Returns
Small Returns
Negative ReturnsIE00B1FQCH09

Merrion Balanced Relative Performance Indicators

Estimated Market Risk
  actual daily
 15 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 0 %
of total potential
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 Performance Rating

Merrion Balanced Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Merrion Balanced has generated negative risk-adjusted returns adding no value to fund investors.

Merrion Balanced Alerts

Equity Alerts and Improvement Suggestions

Merrion Balanced is not yet fully synchronised with the market data
Merrion Balanced generates negative expected return over the last 30 days
Merrion Balanced may become a speculative penny stock
The fund retains about 11.94% of its assets under management (AUM) in cash

Merrion Balanced Performance Indicators

Merrion Balanced Basic Price Performance Measures

Fifty Two Week Low1.4782
Fifty Two Week High1.5414
Annual Report Expense Ratio2.21%
Please also check Risk vs Return Analysis. Please also try Theme Ratings module to determine theme ratings based on digital equity recommendations. macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.