Atlante Euro (Ireland) Manager Performance Evaluation

IE00B28YL824 -- Ireland Fund  

EUR 147.30  0.00  0.00%

The organization shows Beta (market volatility) of 0.0046 which signifies that as returns on market increase, Atlante Euro returns are expected to increase less than the market. However during bear market, the loss on holding Atlante Euro will be expected to be smaller as well.. Although it is vital to follow to Atlante Euro Bond historical returns, it is good to be conservative about what you can actually do with the information regarding 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 Atlante Euro Bond technical indicators you can presently evaluate if the expected return of 0.3429% will be sustainable into the future.
Horizon     30 Days    Login   to change

Atlante Euro Bond Relative Risk vs. Return Landscape

If you would invest  14,580  in Atlante Euro Bond I Acc on September 20, 2018 and sell it today you would earn a total of  150.00  from holding Atlante Euro Bond I Acc or generate 1.03% return on investment over 30 days. Atlante Euro Bond I Acc is generating 0.3429% of daily returns and assumes 0.594% volatility on return distribution over the 30 days horizon. Simply put, 5% of equities are less volatile than Atlante Euro Bond I Acc and 94% 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, Atlante Euro Bond I Acc is expected to generate 0.56 times more return on investment than the market. However, the company is 1.79 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.15 per unit of risk.

Atlante Euro Current Valuation

Not valued
October 20, 2018
147.30
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Atlante Euro is Unknown risk asset. Atlante Euro Bond prevailing Real Value cannot be determined due to lack of data. The current price of Atlante Euro Bond is €147.3. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Atlante Euro Bond from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Atlante Euro Market Risk Analysis

Sharpe Ratio = 0.5774
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Atlante Euro Relative Performance Indicators

Estimated Market Risk
 0.59
  actual daily
 
 95 %
of total potential
  
Expected Return
 0.34
  actual daily
 
 6 %
of total potential
  
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
  
Based on monthly moving average Atlante Euro is performing at about 38% 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 Atlante Euro by adding it to a well-diversified portfolio.

Atlante Euro Performance Rating

Atlante Euro Bond I Acc Risk Adjusted Performance Analysis

38 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Atlante Euro Bond I Acc are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

Atlante Euro Alerts

Equity Alerts and Improvement Suggestions

Atlante Euro Bond is not yet fully synchronised with the market data
The fund retains about 51.55% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
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