BNY Mellon (Ireland) Manager Performance Evaluation

IE00B42QQV61 -- Ireland Fund  

GBp 249.00  1.00  0.40%

The organization shows Beta (market volatility) of 0.0698 which signifies that as returns on market increase, BNY Mellon returns are expected to increase less than the market. However during bear market, the loss on holding BNY Mellon will be expected to be smaller as well. Although it is essential to pay attention to BNY Mellon Lg historical returns, it is also good to be reasonable about what you can actually do with equity current trending patterns. Macroaxis approach towards foreseeing future performance of any fund is to look not only at its past charts but also at the business as a whole, including all available fundamental and technical indicators. To evaluate if BNY Mellon Lg Trm Global Eq A GBP Acc expected return of 131.2001 will be sustainable into the future, we have found twenty-one different technical indicators which can help you to check if the expected returns are sustainable.
Horizon     30 Days    Login   to change

BNY Mellon Lg Relative Risk vs. Return Landscape

If you would invest  235.66  in BNY Mellon Lg Trm Global Eq A GBP Acc on February 23, 2019 and sell it today you would earn a total of  24,664  from holding BNY Mellon Lg Trm Global Eq A GBP Acc or generate 10466.07% return on investment over 30 days. BNY Mellon Lg Trm Global Eq A GBP Acc is generating 131.2001% of daily returns and assumes 360.421% volatility on return distribution over the 30 days horizon. Simply put, majority of traded equity instruments are less risky than BNY Mellon on the bases of their historical return distribution and most 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 is expected to generate 517.77 times more return on investment than the market. However, the company is 517.77 times more volatile than its market benchmark. It trades about 0.36 of its potential returns per unit of risk. The DOW is currently generating roughly 0.13 per unit of risk.

BNY Mellon Current Valuation

Not valued
March 25, 2019
249.00
Market Value
0.00
Real Value
Target Odds
Odds 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;249.0. 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 = 0.364
Best
Portfolio
Best
Equity
IE00B42QQV61
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative Returns

BNY Mellon Relative Performance Indicators

Estimated Market Risk
 360.42
  actual daily
 
 96 %
of total potential
 
96
Expected Return
 5.43
  actual daily
 
 96 %
of total potential
 
96
Risk-Adjusted Return
 0.36
  actual daily
 
 24 %
of total potential
 
24
Based on monthly moving average BNY Mellon is performing at about 24% 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

24

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in BNY Mellon Lg Trm Global Eq A GBP Acc are ranked lower than 24 (%) of all funds and portfolios of funds over the last 30 days.

BNY Mellon Alerts

Equity Alerts and Improvement Suggestions

BNY Mellon Lg is not yet fully synchronised with the market data
BNY Mellon Lg appears to be very risky and stock price may revert if volatility continues
The fund retains 98.62% of its assets under management (AUM) in equities

BNY Mellon Performance Indicators

BNY Mellon Lg Basic Price Performance Measures

Fifty Two Week Low2.2775
Fifty Two Week High2.5198
Please also check Risk vs Return Analysis. Please also try Portfolio Manager module to state of the art portfolio manager to monitor and improve performance of your invested capital.
Search macroaxis.com