SWMC Small (Ireland) Manager Performance Evaluation

IE00B3X68X40 -- Ireland Fund  

EUR 128.32  1.53  1.21%

The entity has beta of -0.0535 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.
Horizon     30 Days    Login   to change

SWMC Small Cap Relative Risk vs. Return Landscape

If you would invest  12,832  in SWMC Small Cap European A EUR on November 19, 2018 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 Cap European A EUR and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

SWMC Small Current Valuation

Not valued
December 19, 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 €128.32. 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
Good Returns
Average Returns
Small Returns
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 Performance Rating

SWMC Small Cap European A EUR Risk Adjusted Performance Analysis


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.

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

SWMC Small Performance Indicators

SWMC Small Cap Basic Price Performance Measures

Fifty Two Week Low124.3270
Fifty Two Week High124.3270
Please also check Risk vs Return Analysis. Please also try Aroon Oscillator module to analyze current equity momentum using aroon oscillator and other momentum ratios.
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