Perkins Global (Ireland) Manager Performance Evaluation

The fund holds Beta of 0.0 which implies the returns on MARKET and Perkins Global are completely uncorrelated. 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 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days Perkins Global Value A EUR Acc Hedged has generated negative risk-adjusted returns adding no value to fund investors. Inspite very unfluctuating forward-looking indicators, Perkins Global is not utilizing all of its potentials. The current stock price disarray, may contribute to short period losses for the insiders.
Horizon     30 Days    Login   to change

Perkins Global Value Relative Risk vs. Return Landscape

If you would invest (100.00)  in Perkins Global Value A EUR Acc Hedged on April 23, 2019 and sell it today you would earn a total of  100.00  from holding Perkins Global Value A EUR Acc Hedged or generate -100.0% return on investment over 30 days. Perkins Global Value A EUR Acc Hedged is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Perkins Global and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Perkins Global Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average Perkins Global 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 Perkins Global by adding it to a well-diversified portfolio.

Perkins Global Alerts

Equity Alerts and Improvement Suggestions

Perkins Global Value is not yet fully synchronised with the market data
Perkins Global Value has some characteristics of a very speculative penny stock
The fund retains about 8.54% of its assets under management (AUM) in cash
See also Risk vs Return Analysis. Please also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.