Perkins Global (Ireland) Manager Performance Evaluation

IE00B4QQ9Z78 -- Ireland Fund  

EUR 15.27  0.20  1.29%

The fund holds Beta of 0.0543 which implies as returns on market increase, Perkins Global returns are expected to increase less than the market. However during bear market, the loss on holding Perkins Global will be expected to be smaller as well.. Even though it is essential to pay attention to Perkins Global Value current trending patterns, it is always good to be careful when utilizing equity existing price patterns. Macroaxis philosophy towards forecasting 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. Perkins Global Value exposes twenty-one different technical indicators which can help you to evaluate its performance.
 Time Horizon     30 Days    Login   to change

Perkins Global Value Relative Risk vs. Return Landscape

If you would invest  1,544  in Perkins Global Value A EUR Acc Hedged on July 22, 2018 and sell it today you would lose (17.00)  from holding Perkins Global Value A EUR Acc Hedged or give up 1.1% of portfolio value over 30 days. Perkins Global Value A EUR Acc Hedged is generating negative expected returns and assumes 0.5941% volatility on return distribution over the 30 days horizon. Simply put, 5% 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 under-perform the market. In addition to that, the company is 1.08 times more volatile than its market benchmark. It trades about -0.46 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.23 per unit of volatility.

Perkins Global Current Valuation

Not valued
August 21, 2018
15.27
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 €15.27. 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 = -0.463
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Perkins Global Relative Performance Indicators

Estimated Market Risk
 0.59
  actual daily
 
 95 %
of total potential
  
Expected Return
 -0.28
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.46
  actual daily
 
 1 %
of total potential
  
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.

Performance Rating

Perkins Global Value A EUR Acc Hedged Risk Adjusted Performance Analysis
0 

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.

Perkins Global Alerts

Equity Alerts and Improvement Suggestions
Perkins Global Value generates negative expected return over the last 30 days
The fund retains about 8.54% of its assets under management (AUM) in cash
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.