SWMC Small (Ireland) Manager Performance Evaluation

IE00B3X68X40 -- Ireland Fund  

EUR 122.75  4.10  3.23%

The entity has beta of -0.1875 which indicates as returns on market increase, returns on owning SWMC Small are expected to decrease at a much smaller rate. During bear market, SWMC Small is likely to outperform the market. Although it is extremely important to respect SWMC Small Cap current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring 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 evaluating SWMC Small Cap technical indicators you can currently evaluate if the expected return of 0.0% will be sustainable into the future.
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Risk-Adjusted Fund Performance

Over the last 30 days SWMC Small Cap European A EUR has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, SWMC Small is not utilizing all of its potentials. The prevalent stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low124.33
Fifty Two Week High124.33
Horizon     30 Days    Login   to change

SWMC Small Cap Relative Risk vs. Return Landscape

If you would invest  12,275  in SWMC Small Cap European A EUR on May 21, 2019 and sell it today you would earn a total of  0.00  from holding SWMC Small Cap European A EUR or generate 0.0% return on investment over 30 days. SWMC Small Cap European A EUR 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 SWMC Small and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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SWMC Small Current Valuation

Not valued
June 20, 2019
122.75
Market Value
0.00
Real Value
0.00
Upside
SWMC Small is Unknown risk asset. SWMC Small Cap current Real Value cannot be determined due to lack of data. The regular price of SWMC Small Cap is €122.75. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of SWMC Small Cap from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point in time securities prices and their ongoing real values will draw towards each other.

SWMC Small Market Risk Analysis

Sharpe Ratio = 0.0
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IE00B3X68X40
Based on monthly moving average SWMC Small 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 SWMC Small by adding it to a well-diversified portfolio.

SWMC Small Alerts

Equity Alerts and Improvement Suggestions

SWMC Small Cap is not yet fully synchronised with the market data
The fund retains about 37.56% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
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