Conservative Real (Ireland) Manager Performance Evaluation

IE00B3QTGS12 -- Ireland Fund  

GBp 74.00  1.00  1.33%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and Conservative Real are completely uncorrelated. Although it is extremely important to respect The Conservative Real historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in 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 The Conservative Real technical indicators you can presently evaluate if the expected return of 0.004% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

The Conservative Real Relative Risk vs. Return Landscape

If you would invest  7,400  in The Conservative Real Ret F GBP Acc on July 16, 2018 and sell it today you would earn a total of  0.00  from holding The Conservative Real Ret F GBP Acc or generate 0.0% return on investment over 30 days. The Conservative Real Ret F GBP Acc is generating 0.004% of daily returns and assumes 0.9492% volatility on return distribution over the 30 days horizon. Simply put, 8% of equities are less volatile than The Conservative Real Ret F GBP Acc 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, The Conservative Real Ret F GBP Acc is expected to generate 10.4 times less return on investment than the market. In addition to that, the company is 2.2 times more volatile than its market benchmark. It trades about 0.0 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.1 per unit of volatility.

Conservative Real Current Valuation

Not valued
August 15, 2018
74.00
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Conservative Real is Unknown risk asset. The Conservative Real prevailing Real Value cannot be determined due to lack of data. The current price of The Conservative Real is p;74.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of The Conservative Real 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.

Conservative Real Market Risk Analysis

Sharpe Ratio = 0.0042
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsIE00B3QTGS12

Conservative Real Relative Performance Indicators

Estimated Market Risk
 0.95
  actual daily
 
 92 %
of total potential
  
Expected Return
 0.0
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.0
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Conservative Real 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 Conservative Real by adding it to a well-diversified portfolio.

Performance Rating

The Conservative Real Ret F GBP Acc Risk Adjusted Performance Analysis
0 

Risk-Adjusted Fund Performance

Over the last 30 days The Conservative Real Ret F GBP Acc has generated negative risk-adjusted returns adding no value to fund investors.

Conservative Real Alerts

Equity Alerts and Improvement Suggestions
This fund has annual holdings turnover of about 186.85% suggesting active trading
Conservative Real retains roughly 23.09% of its assets under management (AUM) in fixed income securities
Please also check Risk vs Return Analysis. Please also try World Markets Correlation module to find global opportunities by holding instruments from different markets.