First State (Ireland) Manager Performance Evaluation

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

First State Asian Relative Risk vs. Return Landscape

If you would invest  0.00  in First State Asian Growth IV on July 18, 2018 and sell it today you would earn a total of  0.00  from holding First State Asian Growth IV or generate 0.0% return on investment over 30 days. First State Asian Growth IV is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than First State Asian Growth IV and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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First State Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average First State 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 First State by adding it to a well-diversified portfolio.

Performance Rating

First State Asian Growth IV Risk Adjusted Performance Analysis
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Risk-Adjusted Fund Performance

Over the last 30 days First State Asian Growth IV has generated negative risk-adjusted returns adding no value to fund investors.

First State Alerts

Equity Alerts and Improvement Suggestions
First State Asian has some characteristics of a very speculative penny stock
The fund retains about 5.97% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Chance of Distress module to get analysis of equity chance of financial distress in the next 2 years.