Merrion Balanced (Ireland) Manager Performance Evaluation

IE00B1FQCH09 -- Ireland Fund  

EUR 1.52  0.08  5.56%

The fund secures Beta (Market Risk) of 0.0 which conveys that the returns on MARKET and Merrion Balanced are completely uncorrelated. 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  151.00  in Merrion Balanced on September 23, 2018 and sell it today you would lose (7.00)  from holding Merrion Balanced or give up 4.64% of portfolio value over 30 days. Merrion Balanced is generating negative expected returns and assumes 2.7597% volatility on return distribution over the 30 days horizon. Simply put, 25% 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. In addition to that, the company is 2.66 times more volatile than its market benchmark. It trades about -0.42 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.21 per unit of volatility.

Merrion Balanced Current Valuation

Not valued
October 23, 2018
1.52
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 €1.52. 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 = -0.4168
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Negative ReturnsIE00B1FQCH09

Merrion Balanced Relative Performance Indicators

Estimated Market Risk
 2.76
  actual daily
 
 75 %
of total potential
  
Expected Return
 -1.15
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.42
  actual daily
 
 1 %
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

0 

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
Please also check Risk vs Return Analysis. Please also try Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
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