Merrion Balanced (Ireland) Manager Performance Evaluation

IE00B1FQCH09 -- Ireland Fund  

EUR 1.51  0.00  0.00%

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 0.0861% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Merrion Balanced Relative Risk vs. Return Landscape

If you would invest  150.00  in Merrion Balanced on July 20, 2018 and sell it today you would earn a total of  1.00  from holding Merrion Balanced or generate 0.67% return on investment over 30 days. Merrion Balanced is generating 0.0861% of daily returns and assumes 0.8281% volatility on return distribution over the 30 days horizon. Simply put, 7% 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 generate 1.29 times less return on investment than the market. In addition to that, the company is 1.5 times more volatile than its market benchmark. It trades about 0.1 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.2 per unit of volatility.

Merrion Balanced Current Valuation

Not valued
August 19, 2018
1.51
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
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 €1.51. 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 = 0.1039
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CashIE00B1FQCH09Average
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Merrion Balanced Relative Performance Indicators

Estimated Market Risk
 0.83
  actual daily
 
 93 %
of total potential
  
Expected Return
 0.09
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.1
  actual daily
 
 6 %
of total potential
  
Based on monthly moving average Merrion Balanced is performing at about 6% 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.

Performance Rating

Merrion Balanced Risk Adjusted Performance Analysis
6 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Merrion Balanced are ranked lower than 6 (%) of all funds and portfolios of funds over the last 30 days.

Merrion Balanced Alerts

Equity Alerts and Improvement Suggestions
Merrion Balanced may become a speculative penny stock
The fund retains about 11.94% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Companies Directory module to evaluate performance of over 100,000 stocks, funds, and etfs against different fundamentals.