KBI Instl (Ireland) Manager Performance Evaluation

IE00B3ZCH117 -- Ireland Fund  

EUR 18.69  0.25  1.36%

The entity secures Beta (Market Risk) of 0.5443 which conveys that as returns on market increase, KBI Instl returns are expected to increase less than the market. However during bear market, the loss on holding KBI Instl will be expected to be smaller as well.. Although it is vital to follow to KBI Instl Eurozone price patterns, it is good to be conservative about what you can actually do with the information regarding equity historical price patterns. The approach towards estimating 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. We have found twenty-one technical indicators for KBI Instl which you can use to evaluate performance of the entity.
 Time Horizon     30 Days    Login   to change

KBI Instl Eurozone Relative Risk vs. Return Landscape

If you would invest  1,795  in KBI Instl Eurozone Equity HIYEU EUR C on June 21, 2018 and sell it today you would earn a total of  74.00  from holding KBI Instl Eurozone Equity HIYEU EUR C or generate 4.12% return on investment over 30 days. KBI Instl Eurozone Equity HIYEU EUR C is generating 0.8171% of daily returns and assumes 1.2198% volatility on return distribution over the 30 days horizon. Simply put, 11% of equities are less volatile than KBI Instl Eurozone Equity HIYEU EUR C and 85% 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, KBI Instl Eurozone Equity HIYEU EUR C is expected to generate 2.12 times more return on investment than the market. However, the company is 2.12 times more volatile than its market benchmark. It trades about 0.67 of its potential returns per unit of risk. The DOW is currently generating roughly 0.15 per unit of risk.

KBI Instl Current Valuation

Not valued
July 21, 2018
18.69
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
KBI Instl is Unknown risk asset. KBI Instl Eurozone last-minute Real Value cannot be determined due to lack of data. The latest price of KBI Instl Eurozone is €18.69. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of KBI Instl Eurozone from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since in the future entities prices and their ongoing real values will merge together.

KBI Instl Market Risk Analysis

Sharpe Ratio = 0.6699
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KBI Instl Relative Performance Indicators

Estimated Market Risk
 1.22
  actual daily
 
 89 %
of total potential
  
Expected Return
 0.82
  actual daily
 
 15 %
of total potential
  
Risk-Adjusted Return
 0.67
  actual daily
 
 44 %
of total potential
  
Based on monthly moving average KBI Instl is performing at about 44% 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 KBI Instl by adding it to a well-diversified portfolio.

Performance Rating

KBI Instl Eurozone Equity HIYEU EUR C Risk Adjusted Performance Analysis
44 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in KBI Instl Eurozone Equity HIYEU EUR C are ranked lower than 44 (%) of all funds and portfolios of funds over the last 30 days.

KBI Instl Alerts

Equity Alerts and Improvement Suggestions
The fund retains 99.92% of its assets under management (AUM) in equities
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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