BNY Mellon (Ireland) Manager Performance Evaluation

IE00B42QQV61 -- Ireland Fund  

GBp 245.00  4.00  1.61%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and BNY Mellon are completely uncorrelated. Even though it is essential to pay attention to BNY Mellon Lg historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis approach towards foreseeing future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. BNY Mellon Lg Trm Global Eq A GBP Acc exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

BNY Mellon Lg Relative Risk vs. Return Landscape

If you would invest  25,000  in BNY Mellon Lg Trm Global Eq A GBP Acc on August 23, 2018 and sell it today you would lose (100.00)  from holding BNY Mellon Lg Trm Global Eq A GBP Acc or give up 0.4% of portfolio value over 30 days. BNY Mellon Lg Trm Global Eq A GBP Acc is generating negative expected returns and assumes 1.4615% volatility on return distribution over the 30 days horizon. Simply put, 13% of equities are less volatile than BNY Mellon Lg Trm Global Eq A GBP Acc and 99% 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, BNY Mellon Lg Trm Global Eq A GBP Acc is expected to under-perform the market. In addition to that, the company is 3.23 times more volatile than its market benchmark. It trades about -0.04 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.44 per unit of volatility.

BNY Mellon Current Valuation

Not valued
September 22, 2018
245.00
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
BNY Mellon is Unknown risk asset. BNY Mellon Lg prevailing Real Value cannot be determined due to lack of data. The current price of BNY Mellon Lg is p;245.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of BNY Mellon Lg from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point future time assets prices and their ongoing real values will blend.

BNY Mellon Market Risk Analysis

Sharpe Ratio = -0.0395
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BNY Mellon Relative Performance Indicators

Estimated Market Risk
 1.46
  actual daily
 
 87 %
of total potential
  
Expected Return
 -0.06
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.04
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average BNY Mellon 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 BNY Mellon by adding it to a well-diversified portfolio.

BNY Mellon Performance Rating

BNY Mellon Lg Trm Global Eq A GBP Acc Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days BNY Mellon Lg Trm Global Eq A GBP Acc has generated negative risk-adjusted returns adding no value to fund investors.

BNY Mellon Alerts

Equity Alerts and Improvement Suggestions

BNY Mellon Lg generates negative expected return over the last 30 days
The fund retains 97.41% of its assets under management (AUM) in equities

BNY Mellon Performance Indicators

BNY Mellon Lg Basic Price Performance Measures

Fifty Two Week Low1.5795
Fifty Two Week High1.5795
Annual Report Expense Ratio2.10%
Please also check Risk vs Return Analysis. Please also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.
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