SWMC Small (Ireland) Manager Performance Evaluation

IE00B3X68X40 -- Ireland Fund  

EUR 152.01  0.26  0.17%

The entity has beta of 0.0 which indicates the returns on MARKET and SWMC Small are completely uncorrelated. Although it is vital to follow to SWMC Small Cap current price movements, it is good to be conservative about what you can actually do with the information regarding 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 0.2719% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

SWMC Small Cap Relative Risk vs. Return Landscape

If you would invest  15,078  in SWMC Small Cap European A EUR on July 16, 2018 and sell it today you would earn a total of  123.00  from holding SWMC Small Cap European A EUR or generate 0.82% return on investment over 30 days. SWMC Small Cap European A EUR is generating 0.2719% of daily returns and assumes 0.471% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than SWMC Small Cap European A EUR and 95% 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, SWMC Small Cap European A EUR is expected to generate 1.09 times more return on investment than the market. However, the company is 1.09 times more volatile than its market benchmark. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.1 per unit of risk.

SWMC Small Current Valuation

Not valued
August 15, 2018
Market Value
Real Value
Target Odds
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 €152.01. 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 = 0.5774
Good Returns
Average Returns
Small ReturnsIE00B3X68X40
Negative Returns

SWMC Small Relative Performance Indicators

Estimated Market Risk
  actual daily
 96 %
of total potential
Expected Return
  actual daily
 5 %
of total potential
Risk-Adjusted Return
  actual daily
 38 %
of total potential
Based on monthly moving average SWMC Small 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 SWMC Small by adding it to a well-diversified portfolio.

Performance Rating

SWMC Small Cap European A EUR Risk Adjusted Performance Analysis

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in SWMC Small Cap European A EUR are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

SWMC Small Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 37.56% of its assets under management (AUM) in cash
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