Perkins Global (Ireland) Manager Performance Evaluation

IE00B4QQ9Z78 -- Ireland Fund  

EUR 14.91  0.00  0.00%

The fund holds Beta of -0.1798 which implies as returns on market increase, returns on owning Perkins Global are expected to decrease at a much smaller rate. During bear market, Perkins Global is likely to outperform the market.. Although it is extremely important to respect Perkins Global Value current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting 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 analyzing Perkins Global Value technical indicators you can presently evaluate if the expected return of 0.0391% will be sustainable into the future.
Horizon     30 Days    Login   to change

Perkins Global Value Relative Risk vs. Return Landscape

If you would invest  1,489  in Perkins Global Value A EUR Acc Hedged on November 16, 2018 and sell it today you would earn a total of  2.00  from holding Perkins Global Value A EUR Acc Hedged or generate 0.13% return on investment over 30 days. Perkins Global Value A EUR Acc Hedged is generating 0.0391% of daily returns and assumes 1.2162% volatility on return distribution over the 30 days horizon. Simply put, 11% of equities are less volatile than Perkins Global Value A EUR Acc Hedged 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, Perkins Global Value A EUR Acc Hedged is expected to generate 0.94 times more return on investment than the market. However, the company is 1.06 times less risky than the market. It trades about 0.03 of its potential returns per unit of risk. The DOW is currently generating roughly -0.11 per unit of risk.

Perkins Global Current Valuation

Not valued
December 16, 2018
14.91
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Perkins Global is Unknown risk asset. Perkins Global Value recent Real Value cannot be determined due to lack of data. The prevailing price of Perkins Global Value is €14.91. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Perkins Global Value from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together.

Perkins Global Market Risk Analysis

Sharpe Ratio = 0.0322
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Perkins Global Relative Performance Indicators

Estimated Market Risk
 1.22
  actual daily
 
 11 %
of total potential
 
11
Expected Return
 0.04
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 0.03
  actual daily
 
 2 %
of total potential
 
2
Based on monthly moving average Perkins Global is performing at about 2% 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 Perkins Global by adding it to a well-diversified portfolio.

Perkins Global Performance Rating

Perkins Global Value A EUR Acc Hedged Risk Adjusted Performance Analysis

2

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Perkins Global Value A EUR Acc Hedged are ranked lower than 2 (%) of all funds and portfolios of funds over the last 30 days.

Perkins Global Alerts

Equity Alerts and Improvement Suggestions

Perkins Global Value is not yet fully synchronised with the market data
The fund retains about 8.54% of its assets under management (AUM) in cash

Perkins Global Performance Indicators

Perkins Global Value Basic Price Performance Measures

Fifty Two Week Low14.7700
Fifty Two Week High15.7600
Annual Report Expense Ratio2.25%
Please also check Risk vs Return Analysis. Please also try Focused Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
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