IE00B45KP075 (Ireland) Manager Performance Evaluation

IE00B45KP075 -- Ireland Fund  

EUR 12.92  0.13  1.02%

The fund owns Beta (Systematic Risk) of -0.0586 which attests that as returns on market increase, returns on owning IE00B45KP075 are expected to decrease at a much smaller rate. During bear market, IE00B45KP075 is likely to outperform the market.. Although it is vital to follow to IE00B45KP075 IR existing price patterns, it is good to be conservative about what you can actually do with the information regarding equity price patterns. The way in which we are determining 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 IE00B45KP075 which you can use to evaluate performance of the entity.
Horizon     30 Days    Login   to change

IE00B45KP075 IR Relative Risk vs. Return Landscape

If you would invest  1,259  in IE00B45KP075 IR on October 18, 2018 and sell it today you would earn a total of  33.00  from holding IE00B45KP075 IR or generate 2.62% return on investment over 30 days. IE00B45KP075 IR is generating 0.6553% of daily returns and assumes 1.3106% volatility on return distribution over the 30 days horizon. Simply put, 11% of equities are less volatile than IE00B45KP075 IR and 88% 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, IE00B45KP075 IR is expected to generate 1.1 times more return on investment than the market. However, the company is 1.1 times more volatile than its market benchmark. It trades about 0.5 of its potential returns per unit of risk. The DOW is currently generating roughly 0.01 per unit of risk.

IE00B45KP075 Current Valuation

Not valued
November 17, 2018
12.92
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
IE00B45KP075 is Unknown risk asset. IE00B45KP075 IR latest Real Value cannot be determined due to lack of data. The recent price of IE00B45KP075 IR is €12.92. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of IE00B45KP075 IR from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to invest in undervalued equities and to sell overvalued equities since sooner or later instruments prices and their ongoing real values will blend.

IE00B45KP075 Market Risk Analysis

Sharpe Ratio = 0.5
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IE00B45KP075 Relative Performance Indicators

Estimated Market Risk
 1.31
  actual daily
 
 89 %
of total potential
  
Expected Return
 0.66
  actual daily
 
 12 %
of total potential
  
Risk-Adjusted Return
 0.5
  actual daily
 
 33 %
of total potential
  
Based on monthly moving average IE00B45KP075 is performing at about 33% 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 IE00B45KP075 by adding it to a well-diversified portfolio.

IE00B45KP075 Performance Rating

IE00B45KP075 IR Risk Adjusted Performance Analysis

33 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in IE00B45KP075 IR are ranked lower than 33 (%) of all funds and portfolios of funds over the last 30 days.

IE00B45KP075 Alerts

Equity Alerts and Improvement Suggestions

IE00B45KP075 IR is not yet fully synchronised with the market data
The fund retains 97.72% of its assets under management (AUM) in equities

IE00B45KP075 Performance Indicators

IE00B45KP075 IR Basic Price Performance Measures

Fifty Two Week Low11.0200
Fifty Two Week High11.0200
Annual Report Expense Ratio1.00%
Please also check Risk vs Return Analysis. Please also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
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